Heritage Investment Group’s Amazon AMZN Stock Holding History

Heritage Investment Group’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	$1.04M	Buy	5,015 +441	+10%	+$97.1K	0.16%	44
2025 Q4	$1.06M	Buy	4,574 +715	+19%	+$164K	0.16%	42
2025 Q3	$847K	Buy	3,859 +498	+15%	+$113K	0.14%	48
2025 Q2	$737K	Sell	3,361 -328	-9%	-$64.9K	0.13%	51
2025 Q1	$702K	Buy	3,689 +280	+8%	+$60.8K	0.13%	50
2024 Q4	$748K	Sell	3,409 -1,162	-25%	-$238K	0.14%	45
2024 Q3	$852K	Buy	4,571 +2,185	+92%	+$399K	0.16%	41
2024 Q2	$461K	Buy	2,386 +19	+0.8%	+$3.49K	0.09%	54
2024 Q1	$427K	Buy	2,367 +47	+2%	+$7.84K	0.09%	57
2023 Q4	$353K	Sell	2,320 -8,740	-79%	-$1.23M	0.08%	61
2023 Q3	$1.41M	Sell	11,060 -460	-4%	-$61.6K	0.38%	25
2023 Q2	$1.5M	Buy	11,520 +840	+8%	+$95.9K	0.42%	21
2023 Q1	$1.1M	Buy	10,680 +460	+5%	+$44.4K	0.33%	23
2022 Q4	$858K	Sell	10,220 -880	-8%	-$86.9K	0.27%	26
2022 Q3	$1.25M	Buy	11,100 +20	+0.2%	+$2.53K	0.77%	17
2022 Q2	$1.18M	Sell	11,080 -240	-2%	-$30K	0.68%	17
2022 Q1	$1.84M	Buy	11,320 +540	+5%	+$83.4K	1.33%	12
2021 Q4	$1.8M	Buy	+10,780	New	+$1.84M	1.42%	11

Other funds holding AMZN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

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