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Intellus Advisors’s Amazon AMZN Stock Holding History

Intellus 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 		$4.3M Buy
20,623
+965
+5% +$212K 0.59% 27
2025
Q4 		$4.54M Buy
19,658
+2,570
+15% +$588K 0.6% 27
2025
Q3 		$3.75M Sell
17,088
-860
-5% -$195K 0.51% 28
2025
Q2 		$3.94M Buy
17,948
+1,156
+7% +$229K 0.59% 28
2025
Q1 		$3.19M Buy
16,792
+275
+2% +$59.7K 0.56% 31
2024
Q4 		$3.62M Buy
+16,517
New +$3.38M 0.63% 29

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

Intellus Advisors's AMZN Position: Q1 2026 in Review

Intellus Advisors increased its Amazon (AMZN) stake by 4.9% in Q1 2026, buying an estimated $212K and bringing the position to 20,623 shares worth $4.3M. The position accounts for 0.59% of the portfolio, ranked #27.

Intellus Advisors first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.54M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Intellus Advisors held 20,623 shares of Amazon worth $4.3M as of Q1 2026.
  • Intellus Advisors bought 965 Amazon shares in Q1 2026, an estimated $212K.
  • Amazon made up 0.59% of Intellus Advisors's portfolio in Q1 2026, its #27 holding.
  • Intellus Advisors first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Intellus Advisors's Amazon position peaked at $4.54M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.