Panoramic Investment Advisors’s Amazon AMZN Stock Holding History

Panoramic Investment Advisors’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	$1.49M	Buy	7,154 +274	+4%	+$60.3K	0.81%	37
2025 Q4	$1.59M	Sell	6,880 -77	-1%	-$17.6K	0.86%	36
2025 Q3	$1.53M	Buy	6,957 +83	+1%	+$18.8K	0.86%	38
2025 Q2	$1.51M	Buy	6,874 +55	+0.8%	+$10.9K	0.93%	37
2025 Q1	$1.3M	Sell	6,819 -16	-0.2%	-$3.47K	0.88%	37
2024 Q4	$1.5M	Buy	6,835 +540	+9%	+$110K	0.98%	36
2024 Q3	$1.17M	Buy	+6,295	New	+$1.15M	0.81%	38
2024 Q1	$991K	Sell	5,494 -228	-4%	-$38.1K	0.73%	38
2023 Q4	$869K	Buy	5,722 +238	+4%	+$33.4K	0.75%	39
2023 Q3	$697K	Buy	+5,484	New	+$735K	0.64%	43
2022 Q4	$719K	Buy	+8,557	New	+$845K	0.74%	40

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

Panoramic Investment Advisors's AMZN Position: Q1 2026 in Review

Panoramic Investment Advisors increased its Amazon (AMZN) stake by 4% in Q1 2026, buying an estimated $60.3K and bringing the position to 7,154 shares worth $1.49M. The position accounts for 0.81% of the portfolio, ranked #37.

Panoramic Investment Advisors first reported a position in AMZN in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.59M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Panoramic Investment Advisors held 7,154 shares of Amazon worth $1.49M as of Q1 2026.
Panoramic Investment Advisors bought 274 Amazon shares in Q1 2026, an estimated $60.3K.
Amazon made up 0.81% of Panoramic Investment Advisors's portfolio in Q1 2026, its #37 holding.
Panoramic Investment Advisors first reported a position in Amazon in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's Amazon position peaked at $1.59M in Q4 2025.
5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.