Ipsen Advisor Group’s Amazon AMZN Stock Holding History

Ipsen Advisor Group’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	$221K	Hold	1,060	–	–	0.15%	98
2025 Q4	$245K	Sell	1,060 -147	-12%	-$33.6K	0.17%	96
2025 Q3	$265K	Hold	1,207	–	–	0.19%	90
2025 Q2	$265K	Buy	+1,207	New	+$239K	0.2%	90
2025 Q1	–	Sell	-1,042	Closed	-$229K	–	94
2024 Q4	$229K	Buy	+1,042	New	+$213K	0.2%	87

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

Ipsen Advisor Group's AMZN Position: Q1 2026 in Review

Ipsen Advisor Group held its Amazon (AMZN) position steady in Q1 2026 at 1,060 shares worth $221K. The position accounts for 0.15% of the portfolio, ranked #98.

Ipsen Advisor Group first reported a position in AMZN in Q4 2024 and has held it in 5 quarters since. The position peaked at $265K in Q3 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Ipsen Advisor Group held 1,060 shares of Amazon worth $221K as of Q1 2026.
Ipsen Advisor Group left its Amazon share count unchanged in Q1 2026.
Amazon made up 0.15% of Ipsen Advisor Group's portfolio in Q1 2026, its #98 holding.
Ipsen Advisor Group first reported a position in Amazon in Q4 2024 and has held it in 5 quarters since.
Ipsen Advisor Group's Amazon position peaked at $265K in Q3 2025.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.