Optimist Retirement Group’s Amazon AMZN Stock Holding History

Optimist Retirement 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
2025 Q1	–	Sell	-47,990	Closed	-$10.5M	–	119
2024 Q4	$10.5M	Hold	47,990	–	–	4.98%	6
2024 Q3	$8.94M	Buy	+47,990	New	+$8.76M	4.04%	6

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Optimist Retirement Group's AMZN Position: Q1 2025 in Review

Optimist Retirement Group sold out of Amazon (AMZN) in Q1 2025, closing a stake of 47,990 shares — an estimated $10.5M sold.

Optimist Retirement Group first reported a position in AMZN in Q3 2024 and held it in 2 quarters. The position peaked at $10.5M in Q4 2024. 5,469 funds tracked by Wall St. Rank hold AMZN as of Q1 2025.

Optimist Retirement Group reported no remaining Amazon position as of Q1 2025 after selling out during the quarter.
Optimist Retirement Group sold 47,990 Amazon shares in Q1 2025, an estimated $10.5M.
Optimist Retirement Group first reported a position in Amazon in Q3 2024 and held it in 2 quarters.
Optimist Retirement Group's Amazon position peaked at $10.5M in Q4 2024.
5,469 funds tracked by Wall St. Rank held Amazon as of Q1 2025.

Based on Optimist Retirement Group's 13F filing for Q1 2025, filed 5 May 2025.