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AMZN icon

Sage Advisors’s Amazon AMZN Stock Holding History

Sage Advisors’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 		$6.68M Buy
28,943
+2,730
+10% +$625K 4.43% 7
2025
Q3 		$5.76M Sell
26,213
-616
-2% -$139K 4.12% 6
2025
Q2 		$5.89M Sell
26,829
-1,561
-5% -$309K 4.2% 6
2025
Q1 		$5.4M Buy
28,390
+761
+3% +$165K 3.8% 7
2024
Q4 		$6.06M Buy
27,629
+2,504
+10% +$512K 4.53% 6
2024
Q3 		$4.68M Buy
25,125
+2,770
+12% +$505K 3.69% 8
2024
Q2 		$4.32M Buy
22,355
+3,876
+21% +$712K 3.51% 7
2024
Q1 		$3.33M Buy
18,479
+15,497
+520% +$2.59M 2.97% 9
2023
Q4 		$453K Buy
+2,982
New +$418K 0.45% 18

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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sage Advisors's AMZN Position: Q4 2025 in Review

Sage Advisors increased its Amazon (AMZN) stake by 10% in Q4 2025, buying an estimated $625K and bringing the position to 28,943 shares worth $6.68M. The position accounts for 4.43% of the portfolio, ranked #7.

Sage Advisors first reported a position in AMZN in Q4 2023 and has held it in 9 quarters since. 6,063 funds tracked by Wall St. Rank hold AMZN as of Q4 2025.

  • Sage Advisors held 28,943 shares of Amazon worth $6.68M as of Q4 2025.
  • Sage Advisors bought 2,730 Amazon shares in Q4 2025, an estimated $625K.
  • Amazon made up 4.43% of Sage Advisors's portfolio in Q4 2025, its #7 holding.
  • Sage Advisors first reported a position in Amazon in Q4 2023 and has held it in 9 quarters since.
  • 6,063 funds tracked by Wall St. Rank held Amazon as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.