Sage Investment Advisers’s Amazon AMZN Stock Holding History

Sage Investment Advisers’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	$458K	Sell	1,920 -41	-2%	-$10.3K	0.31%	63
2026 Q1	$413K	Buy	1,961 +280	+17%	+$61.6K	0.31%	67
2025 Q4	$388K	Buy	+1,681	New	+$385K	0.29%	64
2024 Q3	$303K	Buy	1,624 +119	+8%	+$21.7K	0.32%	55
2024 Q2	$291K	Sell	1,505 -327	-18%	-$60.1K	0.33%	53
2024 Q1	$330K	Buy	1,832 +50	+3%	+$8.35K	0.38%	53
2023 Q4	$271K	Hold	1,782	–	–	0.33%	52
2023 Q3	$227K	Hold	1,782	–	–	0.31%	52
2023 Q2	$232K	Buy	+1,782	New	+$203K	0.31%	54

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 Investment Advisers's AMZN Position: Q2 2026 in Review

Sage Investment Advisers reduced its Amazon (AMZN) stake by 2.1% in Q2 2026, selling an estimated $10.3K and leaving 1,920 shares worth $458K. The position accounts for 0.31% of the portfolio, ranked #63.

Sage Investment Advisers first reported a position in AMZN in Q2 2023 and has held it in 9 quarters since. 6,100 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Sage Investment Advisers held 1,920 shares of Amazon worth $458K as of Q2 2026.
Sage Investment Advisers sold 41 Amazon shares in Q2 2026, an estimated $10.3K.
Amazon made up 0.31% of Sage Investment Advisers's portfolio in Q2 2026, its #63 holding.
Sage Investment Advisers first reported a position in Amazon in Q2 2023 and has held it in 9 quarters since.
6,100 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.