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Swan Global Investments’s Amazon AMZN Stock Holding History

Swan Global Investments’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 		$1.51M Hold
8,400
– – 0.05% 33
2025
Q4 		$1.51M Hold
8,400
– – 0.04% 34
2025
Q3 		$1.51M Hold
8,400
– – 0.04% 33
2025
Q2 		$1.51M Buy
+8,400
New +$1.66M 0.04% 33

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

Swan Global Investments's AMZN Position: Q1 2026 in Review

Swan Global Investments increased its Amazon (AMZN) stake by 14% in Q1 2026, buying an estimated $89.4K and bringing the position to 3,213 shares worth $669K. The position accounts for 0.02% of the portfolio, ranked #45.

Swan Global Investments first reported a position in AMZN in Q3 2025 and has held it in 3 quarters since. 5,984 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Swan Global Investments held 3,213 shares of Amazon worth $669K as of Q1 2026.
  • Swan Global Investments bought 406 Amazon shares in Q1 2026, an estimated $89.4K.
  • Amazon made up 0.02% of Swan Global Investments's portfolio in Q1 2026, its #45 holding.
  • Swan Global Investments first reported a position in Amazon in Q3 2025 and has held it in 3 quarters since.
  • 5,984 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Swan Global Investments's 13F filing for Q1 2026, filed 7 May 2026.