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Sagespring Wealth Partners’s Amazon AMZN Stock Holding History

Sagespring Wealth Partners’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 		$28.9M Sell
138,909
-64,091
-32% -$14.1M 0.53% 34
2025
Q4 		$32.5M Buy
203,000
+8,341
+4% +$1.91M 0.59% 30
2025
Q3 		$29.1M Buy
194,659
+6,510
+3% +$1.47M 0.57% 32
2025
Q2 		$27.6M Buy
188,149
+11,722
+7% +$2.32M 0.6% 33
2025
Q1 		$21.7M Buy
176,427
+18,023
+11% +$3.91M 0.55% 33
2024
Q4 		$21.2M Buy
+158,404
New +$32.4M 0.56% 34

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

Sagespring Wealth Partners's AMZN Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Amazon (AMZN) stake by 32% in Q1 2026, selling an estimated $14.1M and leaving 138,909 shares worth $28.9M. The position accounts for 0.53% of the portfolio, ranked #34.

Sagespring Wealth Partners first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $32.5M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Sagespring Wealth Partners held 138,909 shares of Amazon worth $28.9M as of Q1 2026.
  • Sagespring Wealth Partners sold 64,091 Amazon shares in Q1 2026, an estimated $14.1M.
  • Amazon made up 0.53% of Sagespring Wealth Partners's portfolio in Q1 2026, its #34 holding.
  • Sagespring Wealth Partners first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Amazon position peaked at $32.5M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.