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Herold Advisors’s Amazon AMZN Stock Holding History

Herold Advisors’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 		$4.52M Buy
21,722
+455
+2% +$100K 0.99% 22
2025
Q4 		$4.91M Buy
21,267
+319
+2% +$73K 1.1% 19
2025
Q3 		$4.6M Sell
20,948
-5,895
-22% -$1.33M 1.07% 23
2025
Q2 		$5.89M Buy
26,843
+564
+2% +$112K 1.23% 17
2025
Q1 		$5M Sell
26,279
-1,474
-5% -$320K 1.1% 20
2024
Q4 		$6.09M Sell
27,753
-584
-2% -$119K 1.33% 14
2024
Q3 		$5.28M Sell
28,337
-226
-0.8% -$41.2K 1.15% 18
2024
Q2 		$5.52M Buy
28,563
+401
+1% +$73.7K 1.28% 16
2024
Q1 		$5.08M Buy
28,162
+9,790
+53% +$1.63M 1.23% 13
2023
Q4 		$2.79M Buy
18,372
+701
+4% +$98.3K 0.77% 37
2023
Q3 		$2.25M Sell
17,671
-115
-0.6% -$15.4K 0.68% 40
2023
Q2 		$2.32M Sell
17,786
-1,324
-7% -$151K 0.71% 33
2023
Q1 		$1.97M Buy
19,110
+4,494
+31% +$434K 0.68% 40
2022
Q4 		$1.23M Buy
14,616
+836
+6% +$82.6K 0.52% 66
2022
Q3 		$1.56M Buy
13,780
+260
+2% +$32.9K 0.75% 42
2022
Q2 		$1.44M Buy
13,520
+1,540
+13% +$193K 0.64% 50
2022
Q1 		$1.95M Buy
11,980
+6,320
+112% +$977K 0.69% 42
2021
Q4 		$943K Hold
5,660
– – 0.37% 87
2021
Q3 		$929K Buy
+5,660
New +$976K 0.36% 82

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

Herold Advisors's AMZN Position: Q1 2026 in Review

Herold Advisors increased its Amazon (AMZN) stake by 2.1% in Q1 2026, buying an estimated $100K and bringing the position to 21,722 shares worth $4.52M. The position accounts for 0.99% of the portfolio, ranked #22.

Herold Advisors first reported a position in AMZN in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.09M in Q4 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Herold Advisors held 21,722 shares of Amazon worth $4.52M as of Q1 2026.
  • Herold Advisors bought 455 Amazon shares in Q1 2026, an estimated $100K.
  • Amazon made up 0.99% of Herold Advisors's portfolio in Q1 2026, its #22 holding.
  • Herold Advisors first reported a position in Amazon in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's Amazon position peaked at $6.09M in Q4 2024.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.