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AMZN icon

Stage Harbor Financial’s Amazon AMZN Stock Holding History

Stage Harbor Financial’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 		$477K Sell
2,291
-331
-13% -$72.9K 0.32% 34
2025
Q4 		$605K Sell
2,622
-37
-1% -$8.46K 0.41% 29
2025
Q3 		$584K Sell
2,659
-17
-0.6% -$3.85K 0.43% 28
2025
Q2 		$587K Sell
2,676
-292
-10% -$57.8K 0.48% 28
2025
Q1 		$565K Sell
2,968
-278
-9% -$60.3K 0.48% 29
2024
Q4 		$712K Sell
3,246
-318
-9% -$65.1K 0.62% 21
2024
Q3 		$673K Buy
3,564
+102
+3% +$18.6K 0.61% 21
2024
Q2 		$669K Sell
3,462
-20
-0.6% -$3.67K 0.65% 19
2024
Q1 		$628K Buy
3,482
+173
+5% +$28.9K 0.57% 23
2023
Q4 		$503K Buy
+3,309
New +$464K 0.48% 24

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

Stage Harbor Financial's AMZN Position: Q1 2026 in Review

Stage Harbor Financial reduced its Amazon (AMZN) stake by 13% in Q1 2026, selling an estimated $72.9K and leaving 2,291 shares worth $477K. The position accounts for 0.32% of the portfolio, ranked #34.

Stage Harbor Financial first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $712K in Q4 2024. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Stage Harbor Financial held 2,291 shares of Amazon worth $477K as of Q1 2026.
  • Stage Harbor Financial sold 331 Amazon shares in Q1 2026, an estimated $72.9K.
  • Amazon made up 0.32% of Stage Harbor Financial's portfolio in Q1 2026, its #34 holding.
  • Stage Harbor Financial first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
  • Stage Harbor Financial's Amazon position peaked at $712K in Q4 2024.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.