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Safe Harbor Fiduciary’s Amazon AMZN Stock Holding History

Safe Harbor Fiduciary’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 		$2.72M Buy
13,083
+305
+2% +$67.2K 2.59% 10
2025
Q4 		$2.95M Buy
+12,778
New +$2.92M 2.61% 8
2025
Q2 		$2.55M Buy
11,631
+1,279
+12% +$253K 2.39% 10
2025
Q1 		$1.97M Buy
10,352
+8,612
+495% +$1.87M 2.04% 14
2024
Q4 		$382K Hold
1,740
– – 0.39% 56
2024
Q3 		$324K Buy
+1,740
New +$317K 0.3% 58

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

Safe Harbor Fiduciary's AMZN Position: Q1 2026 in Review

Safe Harbor Fiduciary increased its Amazon (AMZN) stake by 2.4% in Q1 2026, buying an estimated $67.2K and bringing the position to 13,083 shares worth $2.72M. The position accounts for 2.59% of the portfolio, ranked #10.

Safe Harbor Fiduciary first reported a position in AMZN in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.95M in Q4 2025. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Safe Harbor Fiduciary held 13,083 shares of Amazon worth $2.72M as of Q1 2026.
  • Safe Harbor Fiduciary bought 305 Amazon shares in Q1 2026, an estimated $67.2K.
  • Amazon made up 2.59% of Safe Harbor Fiduciary's portfolio in Q1 2026, its #10 holding.
  • Safe Harbor Fiduciary first reported a position in Amazon in Q3 2024 and has held it in 6 quarters since.
  • Safe Harbor Fiduciary's Amazon position peaked at $2.95M in Q4 2025.
  • 5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.