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Perigon Wealth Management’s Amazon AMZN Stock Holding History

Perigon Wealth Management’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
Q4 		– Hold
0
– -$321K – 1310
2025
Q3 		– Hold
0
– – – 922
2024
Q3 		– Hold
0
– -$128K – 994
2024
Q2 		– Hold
0
– – – 835

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

Perigon Wealth Management's AMZN Position: Q1 2026 in Review

Perigon Wealth Management reduced its Amazon (AMZN) stake by 0.78% in Q1 2026, selling an estimated $771K and leaving 444,368 shares worth $92.5M. The position accounts for 1.68% of the portfolio, ranked #7.

Perigon Wealth Management first reported a position in AMZN in Q4 2013 and has held it in 50 quarters since. The position peaked at $103M in Q4 2025. 5,981 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Perigon Wealth Management held 444,368 shares of Amazon worth $92.5M as of Q1 2026.
  • Perigon Wealth Management sold 3,503 Amazon shares in Q1 2026, an estimated $771K.
  • Amazon made up 1.68% of Perigon Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Perigon Wealth Management first reported a position in Amazon in Q4 2013 and has held it in 50 quarters since.
  • Perigon Wealth Management's Amazon position peaked at $103M in Q4 2025.
  • 5,981 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.