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Sage Mountain Advisors’s Amazon AMZN Stock Holding History

Sage Mountain 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
2026
Q2 		$5.01M Buy
21,011
+3,132
+18% +$786K 0.31% 42
2026
Q1 		$3.72M Sell
17,879
-70,675
-80% -$15.6M 0.26% 46
2025
Q4 		$20.4M Buy
88,554
+2,384
+3% +$545K 1.08% 17
2025
Q3 		$18.9M Buy
86,170
+14,188
+20% +$3.21M 1.08% 17
2025
Q2 		$15.8M Buy
71,982
+10,093
+16% +$2M 1.03% 16
2025
Q1 		$11.8M Buy
61,889
+2,577
+4% +$559K 0.87% 19
2024
Q4 		$13M Buy
59,312
+6,288
+12% +$1.29M 0.95% 17
2024
Q3 		$9.88M Buy
53,024
+1,862
+4% +$340K 0.84% 21
2024
Q2 		$9.89M Buy
51,162
+8,591
+20% +$1.58M 0.91% 19
2024
Q1 		$7.68M Buy
42,571
+2,495
+6% +$416K 0.8% 21
2023
Q4 		$6.09M Sell
40,076
-167
-0.4% -$23.4K 0.71% 21
2023
Q3 		$5.12M Buy
40,243
+3,079
+8% +$413K 0.7% 21
2023
Q2 		$4.84M Buy
37,164
+2,668
+8% +$305K 0.69% 23
2023
Q1 		$3.56M Buy
34,496
+13,906
+68% +$1.34M 0.57% 28
2022
Q4 		$1.73M Buy
20,590
+2,984
+17% +$295K 0.39% 28
2022
Q3 		$1.99M Sell
17,606
-348
-2% -$44K 0.53% 25
2022
Q2 		$1.91M Buy
17,954
+174
+1% +$21.8K 0.34% 37
2022
Q1 		$2.9M Sell
17,780
-10,660
-37% -$1.65M 0.45% 26
2021
Q4 		$4.74M Buy
28,440
+7,980
+39% +$1.37M 0.57% 17
2021
Q3 		$3.36M Buy
20,460
+1,440
+8% +$248K 0.48% 29
2021
Q2 		$3.27M Buy
19,020
+2,800
+17% +$465K 0.54% 26
2021
Q1 		$2.51M Buy
16,220
+3,280
+25% +$520K 0.53% 28
2020
Q4 		$2.11M Buy
+12,940
New +$2.06M 0.69% 19

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sage Mountain Advisors's AMZN Position: Q2 2026 in Review

Sage Mountain Advisors increased its Amazon (AMZN) stake by 18% in Q2 2026, buying an estimated $786K and bringing the position to 21,011 shares worth $5.01M. The position accounts for 0.31% of the portfolio, ranked #42.

Sage Mountain Advisors first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. The position peaked at $20.4M in Q4 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Sage Mountain Advisors held 21,011 shares of Amazon worth $5.01M as of Q2 2026.
  • Sage Mountain Advisors bought 3,132 Amazon shares in Q2 2026, an estimated $786K.
  • Amazon made up 0.31% of Sage Mountain Advisors's portfolio in Q2 2026, its #42 holding.
  • Sage Mountain Advisors first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • Sage Mountain Advisors's Amazon position peaked at $20.4M in Q4 2025.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.