Osaic Holdings’s Amazon AMZN Stock Holding History

Osaic Holdings’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	$476K	Buy	181 +125	+223%	+$27.5K	﹤0.01%	3399
2025 Q4	$494K	Buy	56 +48	+600%	+$11K	﹤0.01%	3357
2025 Q3	$77.7K	Hold	8	–	–	﹤0.01%	4988
2025 Q2	$73.9K	Sell	8 -2	-20%	-$396	﹤0.01%	4751
2025 Q1	$56.2K	Sell	10 -4	-29%	-$868	﹤0.01%	4628
2024 Q4	$62.9K	Sell	14 -17	-55%	-$3.48K	﹤0.01%	4530
2024 Q3	$45.6K	Sell	31 -13	-30%	-$2.37K	﹤0.01%	4816
2024 Q2	$141K	Buy	44 +17	+63%	+$3.12K	﹤0.01%	3859
2024 Q1	$19.1K	Buy	27 +25	+1,250%	+$4.17K	﹤0.01%	5395
2023 Q4	$13.7K	Hold	2	–	–	﹤0.01%	5683
2023 Q3	$9.55K	Sell	2 -2	-50%	-$268	﹤0.01%	5934
2023 Q2	$21.4K	Hold	4	–	–	﹤0.01%	5514
2023 Q1	$12.2K	Sell	4 -6	-60%	-$580	﹤0.01%	5863
2022 Q4	$13K	Buy	+10	New	+$988	﹤0.01%	5793
2022 Q3	–	Sell	-20	Closed	-$2K	–	7231
2022 Q2	$2K	Sell	20 -20	-50%	-$2.5K	﹤0.01%	6836
2022 Q1	$87K	Hold	40	–	–	﹤0.01%	4688
2021 Q4	$48K	Buy	+40	New	+$6.85K	﹤0.01%	5181

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

Osaic Holdings's AMZN Position: Q1 2026 in Review

Osaic Holdings increased its Amazon (AMZN) stake by 2.5% in Q1 2026, buying an estimated $19.6M and bringing the position to 3,690,768 shares worth $769M. The position accounts for 1.13% of the portfolio, ranked #8.

Osaic Holdings first reported a position in AMZN in Q1 2020 and has held it in 25 quarters since. The position peaked at $831M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Osaic Holdings held 3,690,768 shares of Amazon worth $769M as of Q1 2026.
Osaic Holdings bought 88,898 Amazon shares in Q1 2026, an estimated $19.6M.
Amazon made up 1.13% of Osaic Holdings's portfolio in Q1 2026, its #8 holding.
Osaic Holdings first reported a position in Amazon in Q1 2020 and has held it in 25 quarters since.
Osaic Holdings's Amazon position peaked at $831M in Q4 2025.
5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.