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Spurstone Advisory Services’s Amazon AMZN Stock Holding History

Spurstone Advisory Services’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 		$80.4K Buy
386
+20
+5% +$4.4K 1.38% 12
2025
Q4 		$84.5K Sell
366
-60
-14% -$13.7K 1.33% 14
2025
Q3 		$93.5K Sell
426
-206
-33% -$46.6K 1.34% 17
2025
Q2 		$139K Buy
+632
New +$125K 2.1% 14

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

Spurstone Advisory Services's AMZN Position: Q1 2026 in Review

Spurstone Advisory Services increased its Amazon (AMZN) stake by 5.5% in Q1 2026, buying an estimated $4.4K and bringing the position to 386 shares worth $80.4K. The position accounts for 1.38% of the portfolio, ranked #12.

Spurstone Advisory Services first reported a position in AMZN in Q2 2025 and has held it in 4 quarters since. The position peaked at $139K in Q2 2025. 5,985 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Spurstone Advisory Services held 386 shares of Amazon worth $80.4K as of Q1 2026.
  • Spurstone Advisory Services bought 20 Amazon shares in Q1 2026, an estimated $4.4K.
  • Amazon made up 1.38% of Spurstone Advisory Services's portfolio in Q1 2026, its #12 holding.
  • Spurstone Advisory Services first reported a position in Amazon in Q2 2025 and has held it in 4 quarters since.
  • Spurstone Advisory Services's Amazon position peaked at $139K in Q2 2025.
  • 5,985 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.