HTG Investment Advisors’s Amazon AMZN Stock Holding History

HTG Investment 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	$662K	Sell	3,180 -164	-5%	-$36.1K	0.19%	49
2025 Q4	$772K	Sell	3,344 -378	-10%	-$86.5K	0.24%	37
2025 Q3	$817K	Sell	3,722 -200	-5%	-$45.3K	0.28%	36
2025 Q2	$860K	Buy	3,922 +40	+1%	+$7.92K	0.32%	34
2025 Q1	$739K	Sell	3,882 -126	-3%	-$27.3K	0.31%	37
2024 Q4	$879K	Sell	4,008 -94	-2%	-$19.2K	0.4%	31
2024 Q3	$764K	Sell	4,102 -208	-5%	-$38K	0.36%	32
2024 Q2	$833K	Buy	4,310 +156	+4%	+$28.7K	0.45%	30
2024 Q1	$749K	Sell	4,154 -697	-14%	-$116K	0.43%	32
2023 Q4	$737K	Buy	4,851 +3,140	+184%	+$440K	0.48%	29
2023 Q3	$218K	Buy	+1,711	New	+$229K	0.17%	50

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HTG Investment Advisors's AMZN Position: Q1 2026 in Review

HTG Investment Advisors reduced its Amazon (AMZN) stake by 4.9% in Q1 2026, selling an estimated $36.1K and leaving 3,180 shares worth $662K. The position accounts for 0.19% of the portfolio, ranked #49.

HTG Investment Advisors first reported a position in AMZN in Q3 2023 and has held it in 11 quarters since. The position peaked at $879K in Q4 2024. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

HTG Investment Advisors held 3,180 shares of Amazon worth $662K as of Q1 2026.
HTG Investment Advisors sold 164 Amazon shares in Q1 2026, an estimated $36.1K.
Amazon made up 0.19% of HTG Investment Advisors's portfolio in Q1 2026, its #49 holding.
HTG Investment Advisors first reported a position in Amazon in Q3 2023 and has held it in 11 quarters since.
HTG Investment Advisors's Amazon position peaked at $879K in Q4 2024.
5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.