Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$62.5K Buy
+300
New +$66.1K 0.01% 329

Other funds holding AMZN

INVST's AMZN Position: Q1 2026 in Review

INVST reduced its Amazon (AMZN) stake by 7.6% in Q1 2026, selling an estimated $731K and leaving 40,100 shares worth $8.35M. The position accounts for 0.94% of the portfolio, ranked #28.

INVST first reported a position in AMZN in Q3 2017 and has held it in 35 quarters since. The position peaked at $10M in Q2 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • INVST held 40,100 shares of Amazon worth $8.35M as of Q1 2026.
  • INVST sold 3,319 Amazon shares in Q1 2026, an estimated $731K.
  • Amazon made up 0.94% of INVST's portfolio in Q1 2026, its #28 holding.
  • INVST first reported a position in Amazon in Q3 2017 and has held it in 35 quarters since.
  • INVST's Amazon position peaked at $10M in Q2 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.