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Safeguard Investment Advisory Group’s Amazon AMZN Stock Holding History

Safeguard Investment Advisory Group’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 		$3.65M Sell
17,525
-706
-4% -$155K 1.01% 15
2025
Q4 		$4.21M Buy
18,231
+967
+6% +$221K 1.08% 14
2025
Q3 		$3.79M Sell
17,264
-2,053
-11% -$465K 0.94% 16
2025
Q2 		$4.24M Sell
19,317
-1,337
-6% -$265K 1.06% 14
2025
Q1 		$3.93M Buy
20,654
+4,135
+25% +$897K 1.07% 14
2024
Q4 		$3.62M Sell
16,519
-450
-3% -$92.1K 0.99% 14
2024
Q3 		$3.16M Sell
16,969
-875
-5% -$160K 0.9% 14
2024
Q2 		$3.45M Buy
17,844
+791
+5% +$145K 1.07% 14
2024
Q1 		$3.08M Sell
17,053
-17
-0.1% -$2.84K 1.04% 14
2023
Q4 		$2.59M Sell
17,070
-515
-3% -$72.2K 0.98% 15
2023
Q3 		$2.24M Sell
17,585
-496
-3% -$66.5K 0.97% 16
2023
Q2 		$2.36M Buy
18,081
+547
+3% +$62.5K 1% 17
2023
Q1 		$1.81M Buy
17,534
+1,214
+7% +$117K 0.87% 24
2022
Q4 		$1.37M Buy
16,320
+62
+0.4% +$6.12K 0.85% 27
2022
Q3 		$1.84M Buy
16,258
+15,575
+2,280% +$1.97M 1.26% 21
2022
Q2 		$2.23M Sell
683
-12,977
-95% -$1.62M 1.37% 19
2022
Q1 		$2.23M Buy
13,660
+2,300
+20% +$355K 1.52% 17
2021
Q4 		$1.89M Buy
11,360
+160
+1% +$27.4K 1.1% 22
2021
Q3 		$1.84M Buy
11,200
+3,040
+37% +$524K 1.19% 23
2021
Q2 		$1.4M Buy
8,160
+340
+4% +$56.5K 1% 21
2021
Q1 		$1.21M Sell
7,820
-8,660
-53% -$1.37M 1.08% 22
2020
Q4 		$2.68M Buy
+16,480
New +$2.63M 2.38% 8

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

Safeguard Investment Advisory Group's AMZN Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its Amazon (AMZN) stake by 3.9% in Q1 2026, selling an estimated $155K and leaving 17,525 shares worth $3.65M. The position accounts for 1.01% of the portfolio, ranked #15.

Safeguard Investment Advisory Group first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.24M in Q2 2025. 5,992 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Safeguard Investment Advisory Group held 17,525 shares of Amazon worth $3.65M as of Q1 2026.
  • Safeguard Investment Advisory Group sold 706 Amazon shares in Q1 2026, an estimated $155K.
  • Amazon made up 1.01% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #15 holding.
  • Safeguard Investment Advisory Group first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
  • Safeguard Investment Advisory Group's Amazon position peaked at $4.24M in Q2 2025.
  • 5,992 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.