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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
2025
Q1 		– Sell
-300
Closed -$65.8K – 440
2024
Q4 		$65.8K Hold
300
– – 0.01% 399
2024
Q3 		$55.9K Buy
+300
New +$54.7K 0.01% 392
2023
Q3 		– Sell
-500
Closed -$65.2K – 356
2023
Q2 		$65.2K Sell
500
-2,000
-80% -$228K 0.01% 346
2023
Q1 		$258K Buy
+2,500
New +$242K 0.05% 262

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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. 5,995 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.
  • 5,995 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.