Sage Financial Management Group’s Amazon AMZN Stock Holding History

Sage Financial Management 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 Q2	$379K	Buy	1,590 +597	+60%	+$150K	0.1%	45
2026 Q1	$207K	Sell	993 -56	-5%	-$12.3K	0.06%	55
2025 Q4	$242K	Sell	1,049 -77	-7%	-$17.6K	0.07%	52
2025 Q3	$247K	Hold	1,126	–	–	0.08%	51
2025 Q2	$247K	Hold	1,126	–	–	0.09%	50
2025 Q1	$214K	Hold	1,126	–	–	0.08%	54
2024 Q4	$247K	Sell	1,126 -97	-8%	-$19.8K	0.09%	49
2024 Q3	$228K	Hold	1,223	–	–	0.09%	51
2024 Q2	$236K	Hold	1,223	–	–	0.72%	13
2024 Q1	$221K	Buy	+1,223	New	+$204K	0.1%	52
2022 Q2	–	Sell	-1,320	Closed	-$215K	–	33
2022 Q1	$215K	Buy	1,320 +80	+6%	+$12.4K	0.15%	30
2021 Q4	$207K	Buy	+1,240	New	+$212K	0.14%	30
2021 Q3	–	Sell	-1,680	Closed	-$289K	–	7
2021 Q2	$289K	Hold	1,680	–	–	0.26%	22
2021 Q1	$260K	Hold	1,680	–	–	0.2%	25
2020 Q4	$274K	Buy	+1,680	New	+$268K	0.21%	24

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sage Financial Management Group's AMZN Position: Q2 2026 in Review

Sage Financial Management Group increased its Amazon (AMZN) stake by 60% in Q2 2026, buying an estimated $150K and bringing the position to 1,590 shares worth $379K. The position accounts for 0.1% of the portfolio, ranked #45.

Sage Financial Management Group first reported a position in AMZN in Q4 2020 and has held it in 15 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Sage Financial Management Group held 1,590 shares of Amazon worth $379K as of Q2 2026.
Sage Financial Management Group bought 597 Amazon shares in Q2 2026, an estimated $150K.
Amazon made up 0.1% of Sage Financial Management Group's portfolio in Q2 2026, its #45 holding.
Sage Financial Management Group first reported a position in Amazon in Q4 2020 and has held it in 15 quarters since.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Sage Financial Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.