EdgeRock Capital’s Amazon AMZN Stock Holding History

EdgeRock Capital’s Portfolio AMZN Stock Details AMZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.45M	Buy	16,555 +2,750	+20%	+$605K	0.93%	23
2025 Q4	$3.19M	Buy	13,805 +968	+8%	+$221K	0.85%	22
2025 Q3	$2.82M	Buy	12,837 +535	+4%	+$121K	0.78%	23
2025 Q2	$2.7M	Buy	12,302 +1,035	+9%	+$205K	0.85%	22
2025 Q1	$2.14M	Buy	11,267 +240	+2%	+$52.1K	1.53%	15
2024 Q4	$2.42M	Buy	11,027 +137	+1%	+$28K	1.59%	16
2024 Q3	$2.03M	Buy	+10,890	New	+$1.99M	1.43%	14
2024 Q2	–	Sell	-7,984	Closed	-$1.44M	–	290
2024 Q1	$1.44M	Buy	7,984 +675	+9%	+$113K	1.15%	13
2023 Q4	$1.26M	Buy	7,309 +2,132	+41%	+$299K	0.92%	14
2023 Q3	$658K	Buy	5,177 +1,476	+40%	+$198K	0.4%	20
2023 Q2	$482K	Sell	3,701 -206	-5%	-$23.5K	0.23%	33
2023 Q1	$404K	Sell	3,907 -1,326	-25%	-$128K	0.21%	37
2022 Q4	$440K	Buy	5,233 +2,370	+83%	+$234K	0.25%	34
2022 Q3	$324K	Buy	2,863 +212	+8%	+$26.8K	0.18%	36
2022 Q2	$282K	Buy	+2,651	New	+$332K	0.19%	37

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EdgeRock Capital's AMZN Position: Q1 2026 in Review

EdgeRock Capital increased its Amazon (AMZN) stake by 20% in Q1 2026, buying an estimated $605K and bringing the position to 16,555 shares worth $3.45M. The position accounts for 0.93% of the portfolio, ranked #23.

EdgeRock Capital first reported a position in AMZN in Q2 2022 and has held it in 15 quarters since. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

EdgeRock Capital held 16,555 shares of Amazon worth $3.45M as of Q1 2026.
EdgeRock Capital bought 2,750 Amazon shares in Q1 2026, an estimated $605K.
Amazon made up 0.93% of EdgeRock Capital's portfolio in Q1 2026, its #23 holding.
EdgeRock Capital first reported a position in Amazon in Q2 2022 and has held it in 15 quarters since.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on EdgeRock Capital's 13F filing for Q1 2026, filed 16 Apr 2026.