Ruggaard & Associates’s Amazon AMZN Stock Holding History

Ruggaard & Associates’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	$1.18M	Sell	5,665 -19	-0.3%	-$4.18K	0.47%	32
2025 Q4	$1.31M	Buy	5,684 +60	+1%	+$13.7K	0.52%	29
2025 Q3	$1.23M	Buy	5,624 +1	+0%	+$226	0.46%	30
2025 Q2	$1.23M	Buy	5,623 +136	+2%	+$26.9K	0.5%	28
2025 Q1	$1.04M	Buy	5,487 +418	+8%	+$90.7K	0.46%	29
2024 Q4	$1.11M	Sell	5,069 -596	-11%	-$122K	0.49%	26
2024 Q3	$1.06M	Buy	5,665 +29	+0.5%	+$5.29K	0.46%	29
2024 Q2	$1.09M	Buy	5,636 +443	+9%	+$81.4K	0.5%	25
2024 Q1	$937K	Sell	5,193 -159	-3%	-$26.5K	0.45%	26
2023 Q4	$813K	Buy	5,352 +162	+3%	+$22.7K	0.43%	25
2023 Q3	$660K	Buy	5,190 +659	+15%	+$88.3K	0.39%	34
2023 Q2	$591K	Sell	4,531 -125	-3%	-$14.3K	0.35%	43
2023 Q1	$481K	Buy	+4,656	New	+$450K	0.3%	57

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

Ruggaard & Associates's AMZN Position: Q1 2026 in Review

Ruggaard & Associates reduced its Amazon (AMZN) stake by 0.33% in Q1 2026, selling an estimated $4.18K and leaving 5,665 shares worth $1.18M. The position accounts for 0.47% of the portfolio, ranked #32.

Ruggaard & Associates first reported a position in AMZN in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.31M in Q4 2025. 5,985 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Ruggaard & Associates held 5,665 shares of Amazon worth $1.18M as of Q1 2026.
Ruggaard & Associates sold 19 Amazon shares in Q1 2026, an estimated $4.18K.
Amazon made up 0.47% of Ruggaard & Associates's portfolio in Q1 2026, its #32 holding.
Ruggaard & Associates first reported a position in Amazon in Q1 2023 and has held it in 13 quarters since.
Ruggaard & Associates's Amazon position peaked at $1.31M in Q4 2025.
5,985 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.