Patten Group’s Amazon AMZN Stock Holding History

Patten Group’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	$3.48M	Buy	16,724 +1,978	+13%	+$436K	0.61%	40
2025 Q4	$3.4M	Buy	14,746 +538	+4%	+$123K	0.63%	38
2025 Q3	$3.12M	Buy	14,208 +727	+5%	+$165K	0.61%	42
2025 Q2	$2.96M	Sell	13,481 -432	-3%	-$85.5K	0.62%	39
2025 Q1	$2.65M	Sell	13,913 -676	-5%	-$147K	0.61%	42
2024 Q4	$3.2M	Buy	14,589 +1,207	+9%	+$247K	0.71%	35
2024 Q3	$2.49M	Buy	13,382 +1,770	+15%	+$323K	0.55%	49
2024 Q2	$2.24M	Buy	11,612 +697	+6%	+$128K	0.53%	50
2024 Q1	$1.97M	Buy	10,915 +1,204	+12%	+$201K	0.48%	55
2023 Q4	$1.48M	Buy	9,711 +1,184	+14%	+$166K	0.4%	73
2023 Q3	$1.08M	Sell	8,527 -124	-1%	-$16.6K	0.32%	96
2023 Q2	$1.13M	Sell	8,651 -263	-3%	-$30K	0.17%	94
2023 Q1	$921K	Sell	8,914 -310	-3%	-$30K	0.28%	108
2022 Q4	$775K	Sell	9,224 -1,314	-12%	-$130K	0.24%	121
2022 Q3	$1.21M	Sell	10,538 -39	-0.4%	-$4.93K	0.41%	75
2022 Q2	$1.23M	Sell	10,577 -523	-5%	-$65.4K	0.39%	75
2022 Q1	$1.81M	Buy	11,100 +160	+1%	+$24.7K	0.51%	57
2021 Q4	$1.82M	Buy	10,940 +2,960	+37%	+$507K	0.48%	59
2021 Q3	$1.31M	Buy	7,980 +300	+4%	+$51.7K	0.39%	79
2021 Q2	$1.32M	Buy	7,680 +420	+6%	+$69.8K	0.39%	78
2021 Q1	$1.12M	Buy	7,260 +880	+14%	+$139K	0.36%	83
2020 Q4	$1.04M	Buy	6,380 +780	+14%	+$124K	0.28%	85
2020 Q3	$882K	Sell	5,600 -100	-2%	-$15.8K	0.34%	82
2020 Q2	$786K	Buy	5,700 +40	+0.7%	+$4.83K	0.34%	86
2020 Q1	$552K	Buy	5,660 +780	+16%	+$75.5K	0.29%	98
2019 Q4	$451K	Buy	4,880 +1,380	+39%	+$122K	0.17%	137
2019 Q3	$304K	Buy	3,500 +640	+22%	+$59.3K	0.12%	162
2019 Q2	$271K	Buy	2,860 +200	+8%	+$18.6K	0.11%	175
2019 Q1	$237K	Buy	2,660 +260	+11%	+$21.6K	0.1%	175
2018 Q4	$180K	Buy	2,400 +1,360	+131%	+$113K	0.09%	177
2018 Q3	$104K	Buy	1,040 +100	+11%	+$9.4K	0.04%	245
2018 Q2	$80K	Sell	940 -160	-15%	-$12.7K	0.03%	269
2018 Q1	$80K	Hold	1,100	–	–	0.03%	268
2017 Q4	$64K	Sell	1,100 -100	-8%	-$5.5K	0.03%	313
2017 Q3	$58K	Hold	1,200	–	–	0.02%	312
2017 Q2	$59K	Buy	1,200 +160	+15%	+$7.63K	0.02%	306
2017 Q1	$47K	Buy	1,040 +640	+160%	+$26.7K	0.02%	318
2016 Q4	$17K	Hold	400	–	–	0.01%	418
2016 Q3	$16.6K	Hold	400	–	–	0.01%	440
2016 Q2	$14.3K	Hold	400	–	–	0.01%	441
2016 Q1	$11.9K	Buy	400 +100	+33%	+$2.84K	0.01%	453
2015 Q4	$10.1K	Hold	300	–	–	﹤0.01%	483
2015 Q3	$7.68K	Hold	300	–	–	﹤0.01%	451
2015 Q2	$6.51K	Buy	+300	New	+$6.27K	﹤0.01%	487

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

Patten Group's AMZN Position: Q1 2026 in Review

Patten Group increased its Amazon (AMZN) stake by 13% in Q1 2026, buying an estimated $436K and bringing the position to 16,724 shares worth $3.48M. The position accounts for 0.61% of the portfolio, ranked #40.

Patten Group first reported a position in AMZN in Q2 2015 and has held it in 44 quarters since. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Patten Group held 16,724 shares of Amazon worth $3.48M as of Q1 2026.
Patten Group bought 1,978 Amazon shares in Q1 2026, an estimated $436K.
Amazon made up 0.61% of Patten Group's portfolio in Q1 2026, its #40 holding.
Patten Group first reported a position in Amazon in Q2 2015 and has held it in 44 quarters since.
5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.