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Steel Grove Capital Advisors’s Amazon AMZN Stock Holding History

Steel Grove Capital Advisors’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 		$5.18M Buy
24,865
+981
+4% +$216K 0.55% 21
2025
Q4 		$5.51M Sell
23,884
-7,572
-24% -$1.73M 0.57% 19
2025
Q3 		$6.9M Hold
31,456
– – 0.82% 14
2025
Q2 		$6.9M Buy
31,456
+6,033
+24% +$1.19M 0.82% 14
2025
Q1 		$4.84M Sell
25,423
-487
-2% -$106K 0.73% 15
2024
Q4 		$5.68M Sell
25,910
-696
-3% -$142K 0.78% 13
2024
Q3 		$5M Buy
26,606
+459
+2% +$83.7K 0.7% 15
2024
Q2 		$5.05M Sell
26,147
-2,359
-8% -$433K 0.7% 17
2024
Q1 		$5.14M Buy
28,506
+3,435
+14% +$573K 0.68% 19
2023
Q4 		$3.81M Sell
25,071
-24,870
-50% -$3.49M 0.51% 23
2023
Q3 		$6.35M Sell
49,941
-24
-0% -$3.22K 0.85% 16
2023
Q2 		$6.51M Buy
49,965
+983
+2% +$112K 0.82% 16
2023
Q1 		$5.06M Buy
48,982
+1,807
+4% +$175K 0.68% 22
2022
Q4 		$3.96M Buy
47,175
+7,900
+20% +$780K 0.56% 26
2022
Q3 		$4.44M Sell
39,275
-35,347
-47% -$4.47M 0.79% 11
2022
Q2 		$7.93M Sell
74,622
-1,018
-1% -$127K 1.45% 10
2022
Q1 		$12.3M Sell
75,640
-19,920
-21% -$3.08M 1.93% 7
2021
Q4 		$15.9M Sell
95,560
-61,640
-39% -$10.5M 3.15% 5
2021
Q3 		$25.8M Buy
157,200
+31,640
+25% +$5.46M 5.86% 4
2021
Q2 		$21.6M Buy
125,560
+2,080
+2% +$346K 5.92% 4
2021
Q1 		$19.1M Sell
123,480
-38,680
-24% -$6.13M 6.24% 3
2020
Q4 		$26.4M Buy
162,160
+110,360
+213% +$17.6M 8.62% 4
2020
Q3 		$8.15M Sell
51,800
-13,660
-21% -$2.15M 3.32% 6
2020
Q2 		$9.03M Buy
65,460
+840
+1% +$101K 4.05% 5
2020
Q1 		$6.3M Buy
64,620
+520
+0.8% +$50.3K 4.11% 3
2019
Q4 		$5.92M Buy
64,100
+40,360
+170% +$3.57M 3.31% 4
2019
Q3 		$2.06M Hold
23,740
– – 1.22% 19
2019
Q2 		$2.25M Hold
23,740
– – 1.4% 16
2019
Q1 		$2.11M Sell
23,740
-118,840
-83% -$9.89M 1.37% 17
2018
Q4 		$10.7M Sell
142,580
-5,240
-4% -$436K 1.51% 9
2018
Q3 		$14.8M Buy
147,820
+10,560
+8% +$993K 2.07% 4
2018
Q2 		$11.7M Buy
137,260
+5,920
+5% +$470K 1.87% 5
2018
Q1 		$9.51M Buy
131,340
+26,020
+25% +$1.86M 1.49% 5
2017
Q4 		$6.16M Buy
105,320
+7,520
+8% +$414K 0.93% 43
2017
Q3 		$4.7M Buy
97,800
+6,820
+7% +$335K 0.85% 51
2017
Q2 		$4.4M Buy
90,980
+40,300
+80% +$1.92M 0.78% 50
2017
Q1 		$2.25M Buy
50,680
+30,600
+152% +$1.28M 0.4% 67
2016
Q4 		$753K Sell
20,080
-4,400
-18% -$172K 0.15% 119
2016
Q3 		$1.02M Buy
24,480
+160
+0.7% +$6.12K 0.23% 78
2016
Q2 		$870K Buy
24,320
+3,000
+14% +$101K 0.21% 79
2016
Q1 		$633K Hold
21,320
– – 0.16% 85
2015
Q4 		$720K Hold
21,320
– – 0.18% 98
2015
Q3 		$546K Hold
21,320
– – 0.14% 103
2015
Q2 		$463K Buy
21,320
+8,420
+65% +$176K 0.1% 100
2015
Q1 		$240K Buy
+12,900
New +$227K 0.05% 129
2014
Q2 		– Sell
-12,020
Closed -$202K – 133
2014
Q1 		$202K Buy
+12,020
New +$223K 0.05% 131

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

Steel Grove Capital Advisors's AMZN Position: Q1 2026 in Review

Steel Grove Capital Advisors increased its Amazon (AMZN) stake by 4.1% in Q1 2026, buying an estimated $216K and bringing the position to 24,865 shares worth $5.18M. The position accounts for 0.55% of the portfolio, ranked #21.

Steel Grove Capital Advisors first reported a position in AMZN in Q1 2014 and has held it in 46 quarters since. The position peaked at $26.4M in Q4 2020. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Steel Grove Capital Advisors held 24,865 shares of Amazon worth $5.18M as of Q1 2026.
  • Steel Grove Capital Advisors bought 981 Amazon shares in Q1 2026, an estimated $216K.
  • Amazon made up 0.55% of Steel Grove Capital Advisors's portfolio in Q1 2026, its #21 holding.
  • Steel Grove Capital Advisors first reported a position in Amazon in Q1 2014 and has held it in 46 quarters since.
  • Steel Grove Capital Advisors's Amazon position peaked at $26.4M in Q4 2020.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.