Occudo Quantitative Strategies’s Amazon AMZN Stock Holding History

Occudo Quantitative Strategies’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	$9.43M	Sell	35,566 -37,544	-51%	-$8.27M	0.51%	41
2025 Q4	$16.9M	Buy	73,110 +33,720	+86%	+$7.71M	1.13%	4
2025 Q3	$8.65M	Buy	+39,390	New	+$8.92M	1.05%	12
2025 Q2	–	Sell	-25,543	Closed	-$4.92M	–	625
2025 Q1	$4.92M	Sell	25,543 -1,118	-4%	-$243K	0.65%	29
2024 Q4	$5.85M	Buy	+26,661	New	+$5.45M	1.05%	3
2024 Q3	–	Sell	-9,261	Closed	-$1.79M	–	692
2024 Q2	$1.79M	Sell	9,261 -15,337	-62%	-$2.82M	0.32%	84
2024 Q1	$4.44M	Buy	+24,598	New	+$4.11M	0.78%	14
2023 Q3	–	Sell	-27,548	Closed	-$3.59M	–	954
2023 Q2	$3.59M	Buy	+27,548	New	+$3.15M	0.37%	44
2023 Q1	–	Sell	-33,261	Closed	-$2.79M	–	891
2022 Q4	$2.79M	Buy	+33,261	New	+$3.29M	0.33%	77
2022 Q1	–	Sell	-6,900	Closed	-$1.15M	–	1117
2021 Q4	$1.15M	Buy	+6,900	New	+$1.18M	0.1%	313
2021 Q2	–	Sell	-1,940	Closed	-$300K	–	861
2021 Q1	$300K	Buy	1,940 +240	+14%	+$38K	0.07%	493
2020 Q4	$277K	Buy	+1,700	New	+$271K	0.09%	440

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

Occudo Quantitative Strategies's AMZN Position: Q1 2026 in Review

Occudo Quantitative Strategies reduced its Amazon (AMZN) stake by 51% in Q1 2026, selling an estimated $8.27M and leaving 35,566 shares worth $9.43M. The position accounts for 0.51% of the portfolio, ranked #41.

Occudo Quantitative Strategies first reported a position in AMZN in Q4 2020 and has held it in 12 quarters since. The position peaked at $16.9M in Q4 2025. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Occudo Quantitative Strategies held 35,566 shares of Amazon worth $9.43M as of Q1 2026.
Occudo Quantitative Strategies sold 37,544 Amazon shares in Q1 2026, an estimated $8.27M.
Amazon made up 0.51% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #41 holding.
Occudo Quantitative Strategies first reported a position in Amazon in Q4 2020 and has held it in 12 quarters since.
Occudo Quantitative Strategies's Amazon position peaked at $16.9M in Q4 2025.
5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.