FAM
AMZN icon

Fulcrum Asset Management’s Amazon AMZN Stock Holding History

Fulcrum Asset Management’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
2025
Q2 		– Sell
-75,733
Closed -$11.2M – 200
2025
Q1 		$11.2M Buy
+75,733
New +$16.4M 2.16% 9

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fulcrum Asset Management's AMZN Position: Q1 2026 in Review

Fulcrum Asset Management increased its Amazon (AMZN) stake by 26% in Q1 2026, buying an estimated $4.88M and bringing the position to 106,427 shares worth $21.4M. The position accounts for 3.23% of the portfolio, ranked #4.

Fulcrum Asset Management first reported a position in AMZN in Q2 2020 and has held it in 5 quarters since. 5,984 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Fulcrum Asset Management held 106,427 shares of Amazon worth $21.4M as of Q1 2026.
  • Fulcrum Asset Management bought 22,152 Amazon shares in Q1 2026, an estimated $4.88M.
  • Amazon made up 3.23% of Fulcrum Asset Management's portfolio in Q1 2026, its #4 holding.
  • Fulcrum Asset Management first reported a position in Amazon in Q2 2020 and has held it in 5 quarters since.
  • 5,984 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.