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O'Rourke & Company’s Amazon AMZN Stock Holding History

O'Rourke & Company’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 		$3.46M Sell
16,630
-674
-4% -$148K 1.37% 17
2025
Q4 		$3.99M Buy
17,304
+185
+1% +$42.3K 1.55% 17
2025
Q3 		$3.76M Buy
17,119
+1,288
+8% +$292K 1.57% 17
2025
Q2 		$3.47M Sell
15,831
-334
-2% -$66.1K 1.62% 15
2025
Q1 		$3.08M Buy
16,165
+78
+0.5% +$16.9K 1.53% 15
2024
Q4 		$3.53M Sell
16,087
-911
-5% -$186K 1.73% 15
2024
Q3 		$3.17M Sell
16,998
-66
-0.4% -$12K 1.59% 15
2024
Q2 		$3.3M Buy
17,064
+24
+0.1% +$4.41K 1.86% 15
2024
Q1 		$3.07M Buy
17,040
+174
+1% +$29K 1.78% 13
2023
Q4 		$2.56M Buy
16,866
+388
+2% +$54.4K 1.65% 13
2023
Q3 		$2.1M Sell
16,478
-11
-0.1% -$1.47K 1.53% 19
2023
Q2 		$2.15M Sell
16,489
-98
-0.6% -$11.2K 1.51% 16
2023
Q1 		$1.71M Buy
16,587
+364
+2% +$35.2K 1.31% 18
2022
Q4 		$1.36M Sell
16,223
-1,758
-10% -$174K 1.08% 24
2022
Q3 		$2.03M Buy
17,981
+554
+3% +$70K 1.77% 12
2022
Q2 		$1.85M Buy
17,427
+607
+4% +$76K 1.57% 16
2022
Q1 		$2.74M Buy
16,820
+220
+1% +$34K 1.89% 10
2021
Q4 		$2.77M Buy
+16,600
New +$2.84M 1.85% 13

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

O'Rourke & Company's AMZN Position: Q1 2026 in Review

O'Rourke & Company reduced its Amazon (AMZN) stake by 3.9% in Q1 2026, selling an estimated $148K and leaving 16,630 shares worth $3.46M. The position accounts for 1.37% of the portfolio, ranked #17.

O'Rourke & Company first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.99M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • O'Rourke & Company held 16,630 shares of Amazon worth $3.46M as of Q1 2026.
  • O'Rourke & Company sold 674 Amazon shares in Q1 2026, an estimated $148K.
  • Amazon made up 1.37% of O'Rourke & Company's portfolio in Q1 2026, its #17 holding.
  • O'Rourke & Company first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • O'Rourke & Company's Amazon position peaked at $3.99M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.