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Shepherd Financial Partners’s Amazon AMZN Stock Holding History

Shepherd Financial 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 		$17.3M Sell
83,268
-1,792
-2% -$395K 1.65% 15
2025
Q4 		$19.6M Buy
85,060
+140
+0.2% +$32K 1.82% 13
2025
Q3 		$18.6M Sell
84,920
-21
-0% -$4.75K 1.77% 14
2025
Q2 		$18.6M Sell
84,941
-2,055
-2% -$407K 1.97% 13
2025
Q1 		$16.6M Buy
86,996
+4,263
+5% +$925K 1.94% 12
2024
Q4 		$18.2M Buy
82,733
+701
+0.9% +$143K 2.17% 9
2024
Q3 		$15.3M Buy
82,032
+2,218
+3% +$405K 1.84% 10
2024
Q2 		$15.4M Buy
79,814
+163
+0.2% +$29.9K 1.99% 10
2024
Q1 		$14.4M Buy
79,651
+971
+1% +$162K 1.88% 10
2023
Q4 		$12M Sell
78,680
-511
-0.6% -$71.6K 1.7% 11
2023
Q3 		$10.1M Buy
79,191
+10,721
+16% +$1.44M 1.58% 11
2023
Q2 		$8.93M Buy
68,470
+1,954
+3% +$223K 1.38% 13
2023
Q1 		$6.87M Buy
66,516
+6,295
+10% +$608K 1.15% 17
2022
Q4 		$5.06M Sell
60,221
-5,644
-9% -$558K 0.92% 19
2022
Q3 		$7.44M Buy
65,865
+1,376
+2% +$174K 1.45% 15
2022
Q2 		$6.85M Buy
64,489
+2,489
+4% +$311K 1.33% 15
2022
Q1 		$10.1M Buy
62,000
+5,000
+9% +$773K 1.8% 10
2021
Q4 		$9.5M Buy
57,000
+1,240
+2% +$212K 1.65% 12
2021
Q3 		$9.17M Buy
55,760
+180
+0.3% +$31K 1.77% 12
2021
Q2 		$9.56M Sell
55,580
-780
-1% -$130K 1.82% 13
2021
Q1 		$8.72M Buy
56,360
+1,040
+2% +$165K 1.93% 10
2020
Q4 		$9.02M Buy
55,320
+2,080
+4% +$332K 2.06% 9
2020
Q3 		$8.38M Buy
53,240
+80
+0.2% +$12.6K 1.97% 9
2020
Q2 		$7.33M Sell
53,160
-8,960
-14% -$1.08M 1.99% 9
2020
Q1 		$6.05M Sell
62,120
-6,540
-10% -$633K 2.1% 8
2019
Q4 		$6.34M Sell
68,660
-160
-0.2% -$14.2K 1.47% 12
2019
Q3 		$5.98M Sell
68,820
-340
-0.5% -$31.5K 1.5% 12
2019
Q2 		$6.55M Sell
69,160
-2,980
-4% -$278K 1.23% 14
2019
Q1 		$6.42M Sell
72,140
-3,780
-5% -$315K 1.24% 12
2018
Q4 		$5.72M Buy
75,920
+860
+1% +$71.5K 1.24% 12
2018
Q3 		$6.38M Hold
75,060
– – 1.44% 9
2018
Q2 		$6.42M Buy
75,060
+7,760
+12% +$616K 1.45% 9
2018
Q1 		$4.87M Sell
67,300
-2,880
-4% -$206K 1.2% 10
2017
Q4 		$4.1M Hold
70,180
– – 0.96% 17
2017
Q3 		$3.49M Buy
70,180
+11,060
+19% +$543K 0.81% 21
2017
Q2 		$2.95M Sell
59,120
-1,980
-3% -$94.5K 0.72% 25
2017
Q1 		$2.78M Sell
61,100
-160
-0.3% -$6.67K 0.72% 27
2016
Q4 		$2.31M Buy
+61,260
New +$2.4M 0.65% 30

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

Shepherd Financial Partners's AMZN Position: Q1 2026 in Review

Shepherd Financial Partners reduced its Amazon (AMZN) stake by 2.1% in Q1 2026, selling an estimated $395K and leaving 83,268 shares worth $17.3M. The position accounts for 1.65% of the portfolio, ranked #15.

Shepherd Financial Partners first reported a position in AMZN in Q4 2016 and has held it in 38 quarters since. The position peaked at $19.6M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Shepherd Financial Partners held 83,268 shares of Amazon worth $17.3M as of Q1 2026.
  • Shepherd Financial Partners sold 1,792 Amazon shares in Q1 2026, an estimated $395K.
  • Amazon made up 1.65% of Shepherd Financial Partners's portfolio in Q1 2026, its #15 holding.
  • Shepherd Financial Partners first reported a position in Amazon in Q4 2016 and has held it in 38 quarters since.
  • Shepherd Financial Partners's Amazon position peaked at $19.6M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.