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AMZN icon

Orion Portfolio Solutions’s Amazon AMZN Stock Holding History

Orion Portfolio Solutions’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 		$110M Buy
578,758
+563,388
+3,666% +$122M 1.08% 9
2024
Q4 		$5.67M Sell
15,370
-535,077
-97% -$109M 0.06% 296
2024
Q3 		$103M Sell
550,447
-9,167
-2% -$1.67M 1.02% 11
2024
Q2 		$108M Buy
559,614
+760
+0.1% +$140K 1.14% 8
2024
Q1 		$101M Buy
558,854
+10,495
+2% +$1.75M 1.08% 8
2023
Q4 		$81.8M Sell
548,359
-3,411
-0.6% -$478K 0.95% 8
2023
Q3 		$70.1M Sell
551,770
-23,419
-4% -$3.14M 0.85% 12
2023
Q2 		$75M Sell
575,189
-26,306
-4% -$3M 0.8% 20
2023
Q1 		$62.1M Buy
601,495
+424,593
+240% +$41M 0.77% 16
2022
Q4 		$14.9M Buy
176,902
+624
+0.4% +$61.6K 0.52% 31
2022
Q3 		$19.9M Buy
176,278
+6,259
+4% +$791K 0.79% 18
2022
Q2 		$18.1M Buy
170,019
+28,619
+20% +$3.58M 0.72% 17
2022
Q1 		$23M Buy
141,400
+5,960
+4% +$921K 0.81% 17
2021
Q4 		$22.6M Buy
135,440
+27,500
+25% +$4.71M 0.75% 17
2021
Q3 		$17.7M Buy
107,940
+30,860
+40% +$5.32M 0.65% 23
2021
Q2 		$13.3M Buy
77,080
+9,720
+14% +$1.62M 0.52% 31
2021
Q1 		$10.4M Buy
67,360
+21,640
+47% +$3.43M 0.45% 41
2020
Q4 		$7.45M Buy
45,720
+2,360
+5% +$377K 0.35% 52
2020
Q3 		$6.83M Buy
43,360
+2,920
+7% +$460K 0.35% 51
2020
Q2 		$5.58M Buy
40,440
+11,720
+41% +$1.42M 0.3% 53
2020
Q1 		$2.8M Buy
28,720
+2,020
+8% +$196K 0.19% 73
2019
Q4 		$2.47M Buy
+26,700
New +$2.36M 0.19% 81

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Orion Portfolio Solutions's AMZN Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Amazon (AMZN) stake by 3,666% in Q1 2025, buying an estimated $122M and bringing the position to 578,758 shares worth $110M. The position accounts for 1.08% of the portfolio, ranked #9.

Orion Portfolio Solutions first reported a position in AMZN in Q4 2019 and has held it in 22 quarters since. 5,468 funds tracked by Wall St. Rank hold AMZN as of Q1 2025.

  • Orion Portfolio Solutions held 578,758 shares of Amazon worth $110M as of Q1 2025.
  • Orion Portfolio Solutions bought 563,388 Amazon shares in Q1 2025, an estimated $122M.
  • Amazon made up 1.08% of Orion Portfolio Solutions's portfolio in Q1 2025, its #9 holding.
  • Orion Portfolio Solutions first reported a position in Amazon in Q4 2019 and has held it in 22 quarters since.
  • 5,468 funds tracked by Wall St. Rank held Amazon as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.