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Joseph Group Capital Management’s Amazon AMZN Stock Holding History

Joseph Group Capital Management’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 		$4.94M Buy
23,730
+4,533
+24% +$998K 1.23% 27
2025
Q4 		$4.43M Buy
19,197
+1,572
+9% +$360K 1.16% 30
2025
Q3 		$3.87M Buy
17,625
+958
+6% +$217K 1.09% 35
2025
Q2 		$3.66M Buy
16,667
+656
+4% +$130K 1.23% 24
2025
Q1 		$3.05M Buy
+16,011
New +$3.47M 1.16% 33

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

Joseph Group Capital Management's AMZN Position: Q1 2026 in Review

Joseph Group Capital Management increased its Amazon (AMZN) stake by 24% in Q1 2026, buying an estimated $998K and bringing the position to 23,730 shares worth $4.94M. The position accounts for 1.23% of the portfolio, ranked #27.

Joseph Group Capital Management first reported a position in AMZN in Q1 2025 and has held it in 5 quarters since. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Joseph Group Capital Management held 23,730 shares of Amazon worth $4.94M as of Q1 2026.
  • Joseph Group Capital Management bought 4,533 Amazon shares in Q1 2026, an estimated $998K.
  • Amazon made up 1.23% of Joseph Group Capital Management's portfolio in Q1 2026, its #27 holding.
  • Joseph Group Capital Management first reported a position in Amazon in Q1 2025 and has held it in 5 quarters since.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.