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AMZN icon

Safeguard Financial’s Amazon AMZN Stock Holding History

Safeguard Financial’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 		$2.16M Sell
11,343
-243
-2% -$52.7K 0.47% 21
2024
Q4 		$2.54M Sell
11,586
-454
-4% -$92.9K 0.55% 18
2024
Q3 		$2.24M Buy
12,040
+342
+3% +$62.4K 0.53% 21
2024
Q2 		$2.26M Buy
11,698
+2,478
+27% +$455K 0.63% 17
2024
Q1 		$1.66M Buy
9,220
+7,126
+340% +$1.19M 0.54% 20
2023
Q4 		$318K Sell
2,094
-856
-29% -$120K 0.12% 60
2023
Q3 		$375K Buy
2,950
+610
+26% +$81.7K 0.18% 49
2023
Q2 		$305K Buy
2,340
+185
+9% +$21.1K 0.15% 55
2023
Q1 		$223K Buy
+2,155
New +$208K 0.14% 62
2022
Q4 		– Sell
-1,986
Closed -$224K – 68
2022
Q3 		$224K Buy
+1,986
New +$251K 0.21% 45

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Safeguard Financial's AMZN Position: Q1 2025 in Review

Safeguard Financial reduced its Amazon (AMZN) stake by 2.1% in Q1 2025, selling an estimated $52.7K and leaving 11,343 shares worth $2.16M. The position accounts for 0.47% of the portfolio, ranked #21.

Safeguard Financial first reported a position in AMZN in Q3 2022 and has held it in 10 quarters since. The position peaked at $2.54M in Q4 2024. 5,468 funds tracked by Wall St. Rank hold AMZN as of Q1 2025.

  • Safeguard Financial held 11,343 shares of Amazon worth $2.16M as of Q1 2025.
  • Safeguard Financial sold 243 Amazon shares in Q1 2025, an estimated $52.7K.
  • Amazon made up 0.47% of Safeguard Financial's portfolio in Q1 2025, its #21 holding.
  • Safeguard Financial first reported a position in Amazon in Q3 2022 and has held it in 10 quarters since.
  • Safeguard Financial's Amazon position peaked at $2.54M in Q4 2024.
  • 5,468 funds tracked by Wall St. Rank held Amazon as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.