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Orion Capital Management’s Amazon AMZN Stock Holding History

Orion 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
2024
Q3 		– Sell
-100
Closed -$19.3K – 154
2024
Q2 		$19.3K Sell
100
-100
-50% -$18.4K 0.01% 313
2024
Q1 		$36.1K Hold
200
– – 0.02% 278
2023
Q4 		$30.4K Buy
200
+100
+100% +$14K 0.02% 292
2023
Q3 		$12.7K Sell
100
-100
-50% -$13.4K 0.01% 368
2023
Q2 		$26.1K Buy
200
+100
+100% +$11.4K 0.02% 135
2023
Q1 		$10.3K Buy
+100
New +$9.66K 0.01% 370
2022
Q4 		– Sell
-200
Closed -$23K – 395
2022
Q3 		$23K Hold
200
– – 0.02% 256
2022
Q2 		$21K Sell
200
-3,800
-95% -$476K 0.02% 258
2022
Q1 		$652K Buy
+4,000
New +$618K 0.39% 55
2021
Q2 		– Sell
-2,000
Closed -$309K – 301
2021
Q1 		$309K Buy
+2,000
New +$317K 0.22% 86

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

Orion Capital Management's AMZN Position: Q1 2026 in Review

Orion Capital Management reduced its Amazon (AMZN) stake by 5% in Q1 2026, selling an estimated $312K and leaving 27,130 shares worth $5.65M. The position accounts for 1.95% of the portfolio, ranked #10.

Orion Capital Management first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.86M in Q2 2025. 5,987 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Orion Capital Management held 27,130 shares of Amazon worth $5.65M as of Q1 2026.
  • Orion Capital Management sold 1,419 Amazon shares in Q1 2026, an estimated $312K.
  • Amazon made up 1.95% of Orion Capital Management's portfolio in Q1 2026, its #10 holding.
  • Orion Capital Management first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
  • Orion Capital Management's Amazon position peaked at $6.86M in Q2 2025.
  • 5,987 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.