Heritage Wealth Partners’s Amazon AMZN Stock Holding History

Heritage Wealth Partners’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 Q1	$1.86M	Sell	9,781 -3,279	-25%	-$712K	2.84%	10
2024 Q4	$2.87M	Buy	13,060 +494	+4%	+$101K	3.59%	8
2024 Q3	$2.34M	Sell	12,566 -1,321	-10%	-$241K	2.75%	14
2024 Q2	$2.68M	Buy	13,887 +1,916	+16%	+$352K	3.89%	7
2024 Q1	$1.82M	Hold	11,971	–	–	3.71%	9
2023 Q4	$1.82M	Sell	11,971 -205	-2%	-$28.7K	3.71%	9
2023 Q3	$1.55M	Buy	12,176 +2,394	+24%	+$321K	3.3%	11
2023 Q2	$1.28M	Buy	+9,782	New	+$1.12M	0.75%	33
2023 Q1	–	Sell	-10,479	Closed	-$1.01M	–	32
2022 Q4	$1.01M	Buy	+10,479	New	+$1.04M	0.93%	21

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heritage Wealth Partners's AMZN Position: Q1 2025 in Review

Heritage Wealth Partners reduced its Amazon (AMZN) stake by 25% in Q1 2025, selling an estimated $712K and leaving 9,781 shares worth $1.86M. The position accounts for 2.84% of the portfolio, ranked #10.

Heritage Wealth Partners first reported a position in AMZN in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.87M in Q4 2024. 5,480 funds tracked by Wall St. Rank hold AMZN as of Q1 2025.

Heritage Wealth Partners held 9,781 shares of Amazon worth $1.86M as of Q1 2025.
Heritage Wealth Partners sold 3,279 Amazon shares in Q1 2025, an estimated $712K.
Amazon made up 2.84% of Heritage Wealth Partners's portfolio in Q1 2025, its #10 holding.
Heritage Wealth Partners first reported a position in Amazon in Q4 2022 and has held it in 9 quarters since.
Heritage Wealth Partners's Amazon position peaked at $2.87M in Q4 2024.
5,480 funds tracked by Wall St. Rank held Amazon as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.