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Sage Investment Counsel’s Amazon AMZN Stock Holding History

Sage Investment Counsel’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 		$1.59M Buy
6,682
+4
+0.1% +$1K 1.59% 20
2026
Q1 		$1.39M Buy
6,678
+964
+17% +$212K 1.54% 19
2025
Q4 		$1.32M Buy
5,714
+30
+0.5% +$6.86K 1.45% 21
2025
Q3 		$1.25M Buy
5,684
+303
+6% +$68.6K 1.38% 22
2025
Q2 		$1.18M Buy
+5,381
New +$1.06M 1.37% 24

Other funds holding AMZN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sage Investment Counsel's AMZN Position: Q2 2026 in Review

Sage Investment Counsel increased its Amazon (AMZN) stake by 0.06% in Q2 2026, buying an estimated $1K and bringing the position to 6,682 shares worth $1.59M. The position accounts for 1.59% of the portfolio, ranked #20.

Sage Investment Counsel first reported a position in AMZN in Q2 2025 and has held it in 5 quarters since. 3,243 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Sage Investment Counsel held 6,682 shares of Amazon worth $1.59M as of Q2 2026.
  • Sage Investment Counsel bought 4 Amazon shares in Q2 2026, an estimated $1K.
  • Amazon made up 1.59% of Sage Investment Counsel's portfolio in Q2 2026, its #20 holding.
  • Sage Investment Counsel first reported a position in Amazon in Q2 2025 and has held it in 5 quarters since.
  • 3,243 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.