Stephen J. Garry & Associates
AMZN icon

Stephen J. Garry & Associates’s Amazon AMZN Stock Holding History

Stephen J. Garry & Associates’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
Q3 		$534K Sell
2,143
-250
-10% -$63.5K 0.43% 34
2026
Q2 		$570K Hold
2,393
– – 0.42% 36
2026
Q1 		$498K Sell
2,393
-6
-0.3% -$1.32K 0.4% 36
2025
Q4 		$554K Buy
2,399
+35
+1% +$8.01K 0.44% 32
2025
Q3 		$519K Buy
2,364
+113
+5% +$25.6K 0.41% 32
2025
Q2 		$494K Sell
2,251
-38
-2% -$7.52K 0.43% 32
2025
Q1 		$436K Buy
2,289
+12
+0.5% +$2.6K 0.41% 29
2024
Q4 		$500K Hold
2,277
– – 0.46% 27
2024
Q3 		$424K Buy
2,277
+201
+10% +$36.7K 0.4% 29
2024
Q2 		$401K Sell
2,076
-300
-13% -$55.1K 0.41% 28
2024
Q1 		$429K Hold
2,376
– – 0.44% 28
2023
Q4 		$361K Buy
+2,376
New +$333K 0.4% 29

Other funds holding AMZN

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Stephen J. Garry & Associates's AMZN Position: Q3 2026 in Review

Stephen J. Garry & Associates reduced its Amazon (AMZN) stake by 10% in Q3 2026, selling an estimated $63.5K and leaving 2,143 shares worth $534K. The position accounts for 0.43% of the portfolio, ranked #34.

Stephen J. Garry & Associates first reported a position in AMZN in Q4 2023 and has held it in 12 quarters since. The position peaked at $570K in Q2 2026. 4,774 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Stephen J. Garry & Associates held 2,143 shares of Amazon worth $534K as of Q3 2026.
  • Stephen J. Garry & Associates sold 250 Amazon shares in Q3 2026, an estimated $63.5K.
  • Amazon made up 0.43% of Stephen J. Garry & Associates's portfolio in Q3 2026, its #34 holding.
  • Stephen J. Garry & Associates first reported a position in Amazon in Q4 2023 and has held it in 12 quarters since.
  • Stephen J. Garry & Associates's Amazon position peaked at $570K in Q2 2026.
  • 4,774 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q3 2026, filed 5 Nov 2026.