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Schear Investment Advisers’s Amazon AMZN Stock Holding History

Schear Investment Advisers’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 		$5.75M Sell
27,619
-329
-1% -$72.4K 2.54% 11
2025
Q4 		$6.45M Buy
27,948
+1,237
+5% +$283K 2.78% 11
2025
Q3 		$5.86M Buy
26,711
+130
+0.5% +$29.4K 2.61% 10
2025
Q2 		$5.83M Sell
26,581
-24
-0.1% -$4.75K 2.89% 9
2025
Q1 		$5.06M Buy
26,605
+346
+1% +$75.1K 2.92% 8
2024
Q4 		$5.76M Buy
26,259
+1,421
+6% +$291K 3.07% 9
2024
Q3 		$4.63M Buy
24,838
+2,450
+11% +$447K 2.86% 8
2024
Q2 		$4.33M Buy
22,388
+351
+2% +$64.5K 3.12% 8
2024
Q1 		$3.98M Buy
22,037
+1,287
+6% +$215K 3.19% 7
2023
Q4 		$3.15M Buy
20,750
+40
+0.2% +$5.61K 3.04% 8
2023
Q3 		$2.63M Sell
20,710
-883
-4% -$118K 2.84% 8
2023
Q2 		$2.81M Sell
21,593
-156
-0.7% -$17.8K 2.98% 6
2023
Q1 		$2.25M Buy
21,749
+80
+0.4% +$7.73K 2.69% 8
2022
Q4 		$1.82M Buy
+21,669
New +$2.14M 2.25% 10

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

Schear Investment Advisers's AMZN Position: Q1 2026 in Review

Schear Investment Advisers reduced its Amazon (AMZN) stake by 1.2% in Q1 2026, selling an estimated $72.4K and leaving 27,619 shares worth $5.75M. The position accounts for 2.54% of the portfolio, ranked #11.

Schear Investment Advisers first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.45M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Schear Investment Advisers held 27,619 shares of Amazon worth $5.75M as of Q1 2026.
  • Schear Investment Advisers sold 329 Amazon shares in Q1 2026, an estimated $72.4K.
  • Amazon made up 2.54% of Schear Investment Advisers's portfolio in Q1 2026, its #11 holding.
  • Schear Investment Advisers first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
  • Schear Investment Advisers's Amazon position peaked at $6.45M in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Schear Investment Advisers's 13F filing for Q1 2026, filed 28 Apr 2026.