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Liberty One Investment Management’s Amazon AMZN Stock Holding History

Liberty One Investment 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 		$6.28M Buy
30,160
+8,248
+38% +$1.82M 0.65% 37
2025
Q4 		$5.06M Sell
21,912
-15,315
-41% -$3.5M 0.65% 35
2025
Q3 		$8.17M Buy
37,227
+8,205
+28% +$1.86M 0.46% 36
2025
Q2 		$6.37M Sell
29,022
-934
-3% -$185K 0.64% 34
2025
Q1 		$5.7M Buy
29,956
+366
+1% +$79.4K 0.58% 33
2024
Q4 		$6.49M Buy
29,590
+696
+2% +$142K 0.7% 31
2024
Q3 		$5.38M Buy
28,894
+923
+3% +$168K 0.55% 36
2024
Q2 		$5.41M Sell
27,971
-2,271
-8% -$417K 0.61% 33
2024
Q1 		$5.46M Sell
30,242
-656
-2% -$110K 0.62% 34
2023
Q4 		$4.69M Buy
30,898
+541
+2% +$75.8K 0.58% 33
2023
Q3 		$3.86M Buy
30,357
+610
+2% +$81.7K 0.56% 31
2023
Q2 		$3.88M Buy
29,747
+2,020
+7% +$231K 0.5% 30
2023
Q1 		$2.86M Buy
27,727
+4,478
+19% +$433K 0.39% 34
2022
Q4 		$1.95M Buy
23,249
+2,303
+11% +$227K 0.28% 64
2022
Q3 		$2.37M Buy
20,946
+20,132
+2,473% +$2.54M 0.39% 31
2022
Q2 		$2.8M Sell
814
-17,986
-96% -$2.25M 0.48% 31
2022
Q1 		$3.06M Buy
18,800
+1,100
+6% +$170K 0.47% 31
2021
Q4 		$2.95M Buy
17,700
+1,220
+7% +$209K 0.44% 32
2021
Q3 		$2.71M Buy
16,480
+200
+1% +$34.5K 0.46% 31
2021
Q2 		$2.8M Buy
16,280
+520
+3% +$86.4K 0.47% 31
2021
Q1 		$2.44M Buy
15,760
+60
+0.4% +$9.51K 0.43% 37
2020
Q4 		$2.56M Sell
15,700
-140
-0.9% -$22.3K 0.48% 29
2020
Q3 		$2.49M Sell
15,840
-1,180
-7% -$186K 0.51% 28
2020
Q2 		$2.35M Sell
17,020
-2,580
-13% -$312K 0.53% 29
2020
Q1 		$1.91M Sell
19,600
-640
-3% -$61.9K 0.49% 33
2019
Q4 		$1.87M Buy
+20,240
New +$1.79M 0.4% 36

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

Liberty One Investment Management's AMZN Position: Q1 2026 in Review

Liberty One Investment Management increased its Amazon (AMZN) stake by 38% in Q1 2026, buying an estimated $1.82M and bringing the position to 30,160 shares worth $6.28M. The position accounts for 0.65% of the portfolio, ranked #37.

Liberty One Investment Management first reported a position in AMZN in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.17M in Q3 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Liberty One Investment Management held 30,160 shares of Amazon worth $6.28M as of Q1 2026.
  • Liberty One Investment Management bought 8,248 Amazon shares in Q1 2026, an estimated $1.82M.
  • Amazon made up 0.65% of Liberty One Investment Management's portfolio in Q1 2026, its #37 holding.
  • Liberty One Investment Management first reported a position in Amazon in Q4 2019 and has held it in 26 quarters since.
  • Liberty One Investment Management's Amazon position peaked at $8.17M in Q3 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.