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Heritage Financial Services’s Amazon AMZN Stock Holding History

Heritage Financial Services’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
Q4 		$1.27M Sell
5,503
-143
-3% -$32.7K 0.11% 39
2025
Q3 		$1.24M Sell
5,646
-661
-10% -$150K 0.11% 40
2025
Q2 		$1.38M Buy
6,307
+42
+0.7% +$8.31K 0.13% 37
2025
Q1 		$1.19M Buy
6,265
+1,122
+22% +$243K 0.12% 41
2024
Q4 		$1.13M Buy
5,143
+108
+2% +$22.1K 0.15% 40
2024
Q3 		$938K Buy
5,035
+129
+3% +$23.5K 0.12% 41
2024
Q2 		$948K Sell
4,906
-326
-6% -$59.9K 0.14% 39
2024
Q1 		$944K Buy
5,232
+349
+7% +$58.3K 0.14% 40
2023
Q4 		$742K Sell
4,883
-12
-0.2% -$1.68K 0.13% 47
2023
Q3 		$622K Buy
4,895
+269
+6% +$36K 0.12% 38
2023
Q2 		$603K Buy
4,626
+248
+6% +$28.3K 0.12% 43
2023
Q1 		$452K Sell
4,378
-162
-4% -$15.7K 0.1% 48
2022
Q4 		$381K Buy
4,540
+5
+0.1% +$494 0.1% 57
2022
Q3 		$512K Buy
4,535
+292
+7% +$36.9K 0.31% 34
2022
Q2 		$450K Sell
4,243
-2,437
-36% -$305K 0.25% 38
2022
Q1 		$1.09M Buy
6,680
+680
+11% +$105K 0.71% 18
2021
Q4 		$1M Buy
+6,000
New +$1.03M 0.78% 21

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Heritage Financial Services's AMZN Position: Q4 2025 in Review

Heritage Financial Services reduced its Amazon (AMZN) stake by 2.5% in Q4 2025, selling an estimated $32.7K and leaving 5,503 shares worth $1.27M. The position accounts for 0.11% of the portfolio, ranked #39.

Heritage Financial Services first reported a position in AMZN in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.38M in Q2 2025. 6,065 funds tracked by Wall St. Rank hold AMZN as of Q4 2025.

  • Heritage Financial Services held 5,503 shares of Amazon worth $1.27M as of Q4 2025.
  • Heritage Financial Services sold 143 Amazon shares in Q4 2025, an estimated $32.7K.
  • Amazon made up 0.11% of Heritage Financial Services's portfolio in Q4 2025, its #39 holding.
  • Heritage Financial Services first reported a position in Amazon in Q4 2021 and has held it in 17 quarters since.
  • Heritage Financial Services's Amazon position peaked at $1.38M in Q2 2025.
  • 6,065 funds tracked by Wall St. Rank held Amazon as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.