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Sagewood Asset Management’s Amazon AMZN Stock Holding History

Sagewood Asset Management’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 		$5.65M Buy
27,148
+2,337
+9% +$515K 1.77% 12
2025
Q4 		$5.73M Buy
+24,811
New +$5.68M 2.03% 12

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

Sagewood Asset Management's AMZN Position: Q1 2026 in Review

Sagewood Asset Management increased its Amazon (AMZN) stake by 9.4% in Q1 2026, buying an estimated $515K and bringing the position to 27,148 shares worth $5.65M. The position accounts for 1.77% of the portfolio, ranked #12.

Sagewood Asset Management first reported a position in AMZN in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.73M in Q4 2025. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Sagewood Asset Management held 27,148 shares of Amazon worth $5.65M as of Q1 2026.
  • Sagewood Asset Management bought 2,337 Amazon shares in Q1 2026, an estimated $515K.
  • Amazon made up 1.77% of Sagewood Asset Management's portfolio in Q1 2026, its #12 holding.
  • Sagewood Asset Management first reported a position in Amazon in Q4 2025 and has held it in 2 quarters since.
  • Sagewood Asset Management's Amazon position peaked at $5.73M in Q4 2025.
  • 5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Sagewood Asset Management's 13F filing for Q1 2026, filed 13 May 2026.