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Perennial Investment Advisors’s Amazon AMZN Stock Holding History

Perennial 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 		$16M Buy
76,859
+3,554
+5% +$782K 1.28% 13
2025
Q4 		$16.9M Buy
73,305
+232
+0.3% +$53.1K 1.33% 13
2025
Q3 		$16M Buy
73,073
+279
+0.4% +$63.2K 1.32% 14
2025
Q2 		$16M Buy
72,794
+1,325
+2% +$262K 1.54% 14
2025
Q1 		$13.6M Buy
71,469
+8,810
+14% +$1.91M 1.53% 14
2024
Q4 		$13.7M Sell
62,659
-1,667
-3% -$341K 1.62% 12
2024
Q3 		$12M Buy
64,326
+564
+0.9% +$103K 1.55% 12
2024
Q2 		$12.3M Buy
63,762
+1,606
+3% +$295K 1.76% 11
2024
Q1 		$11.2M Sell
62,156
-2,665
-4% -$445K 1.7% 12
2023
Q4 		$9.85M Sell
64,821
-2,616
-4% -$367K 1.63% 12
2023
Q3 		$8.57M Sell
67,437
-263
-0.4% -$35.2K 1.55% 12
2023
Q2 		$8.83M Sell
67,700
-590
-0.9% -$67.4K 1.55% 11
2023
Q1 		$7.05M Buy
68,290
+12,700
+23% +$1.23M 1.31% 14
2022
Q4 		$4.67M Buy
55,590
+744
+1% +$73.5K 1.9% 9
2022
Q3 		$6.2M Sell
54,846
-47,189
-46% -$5.96M 2.81% 5
2022
Q2 		$10.8M Sell
102,035
-3,085
-3% -$386K 4.22% 5
2022
Q1 		$17.2M Sell
105,120
-8,640
-8% -$1.34M 5.42% 2
2021
Q4 		$19M Buy
113,760
+2,560
+2% +$438K 5.93% 2
2021
Q3 		$18.3M Sell
111,200
-400
-0.4% -$69K 6.46% 2
2021
Q2 		$19.2M Buy
111,600
+60
+0.1% +$9.97K 7% 2
2021
Q1 		$17.3M Buy
111,540
+3,680
+3% +$583K 6.81% 2
2020
Q4 		$17.6M Buy
107,860
+760
+0.7% +$121K 7.52% 2
2020
Q3 		$16.8M Buy
107,100
+19,300
+22% +$3.04M 8.44% 2
2020
Q2 		$12.1M Buy
87,800
+1,400
+2% +$169K 8.2% 2
2020
Q1 		$8.42M Buy
86,400
+8,700
+11% +$842K 7.49% 2
2019
Q4 		$7.18M Buy
+77,700
New +$6.88M 5.66% 2

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

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

Perennial Investment Advisors increased its Amazon (AMZN) stake by 4.8% in Q1 2026, buying an estimated $782K and bringing the position to 76,859 shares worth $16M. The position accounts for 1.28% of the portfolio, ranked #13.

Perennial Investment Advisors first reported a position in AMZN in Q4 2019 and has held it in 26 quarters since. The position peaked at $19.2M in Q2 2021. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Perennial Investment Advisors held 76,859 shares of Amazon worth $16M as of Q1 2026.
  • Perennial Investment Advisors bought 3,554 Amazon shares in Q1 2026, an estimated $782K.
  • Amazon made up 1.28% of Perennial Investment Advisors's portfolio in Q1 2026, its #13 holding.
  • Perennial Investment Advisors first reported a position in Amazon in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's Amazon position peaked at $19.2M in Q2 2021.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.