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Sage Private Wealth Group’s Amazon AMZN Stock Holding History

Sage Private Wealth 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
Q1 		$1.8M Buy
8,656
+2,624
+44% +$578K 0.91% 12
2025
Q4 		$1.39M Buy
6,032
+54
+0.9% +$12.4K 0.75% 14
2025
Q3 		$1.31M Buy
5,978
+239
+4% +$54.1K 0.73% 15
2025
Q2 		$1.26M Buy
5,739
+453
+9% +$89.6K 0.81% 13
2025
Q1 		$1.01M Buy
5,286
+125
+2% +$27.1K 0.76% 12
2024
Q4 		$1.13M Sell
5,161
-58
-1% -$11.9K 0.85% 13
2024
Q3 		$972K Buy
5,219
+53
+1% +$9.67K 0.77% 11
2024
Q2 		$998K Sell
5,166
-129
-2% -$23.7K 0.84% 10
2024
Q1 		$955K Buy
5,295
+2,339
+79% +$390K 0.77% 15
2023
Q4 		$449K Buy
2,956
+1,371
+86% +$192K 0.4% 29
2023
Q3 		$201K Buy
+1,585
New +$212K 0.28% 47
2022
Q4 		– Sell
-3,567
Closed -$403K – 55
2022
Q3 		$403K Buy
3,567
+107
+3% +$13.5K 0.53% 15
2022
Q2 		$367K Sell
3,460
-200
-5% -$25K 0.53% 20
2022
Q1 		$597K Sell
3,660
-1,140
-24% -$176K 0.58% 12
2021
Q4 		$800K Buy
4,800
+80
+2% +$13.7K 1% 8
2021
Q3 		$775K Sell
4,720
-60
-1% -$10.3K 1.07% 6
2021
Q2 		$822K Sell
4,780
-20
-0.4% -$3.32K 1.11% 6
2021
Q1 		$743K Buy
4,800
+200
+4% +$31.7K 1.28% 4
2020
Q4 		$749K Buy
+4,600
New +$734K 2.09% 3

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sage Private Wealth Group's AMZN Position: Q1 2026 in Review

Sage Private Wealth Group increased its Amazon (AMZN) stake by 44% in Q1 2026, buying an estimated $578K and bringing the position to 8,656 shares worth $1.8M. The position accounts for 0.91% of the portfolio, ranked #12.

Sage Private Wealth Group first reported a position in AMZN in Q4 2020 and has held it in 19 quarters since. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Sage Private Wealth Group held 8,656 shares of Amazon worth $1.8M as of Q1 2026.
  • Sage Private Wealth Group bought 2,624 Amazon shares in Q1 2026, an estimated $578K.
  • Amazon made up 0.91% of Sage Private Wealth Group's portfolio in Q1 2026, its #12 holding.
  • Sage Private Wealth Group first reported a position in Amazon in Q4 2020 and has held it in 19 quarters since.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.