Sweeney & Michel’s Amazon AMZN Stock Holding History

Sweeney & Michel’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	$3.64M	Buy	15,155 +207	+1%	+$45.6K	1.07%	20
2025 Q4	$3.05M	Buy	14,948 +510	+4%	+$117K	0.9%	24
2025 Q3	$3.12M	Buy	14,438 +860	+6%	+$195K	1.05%	22
2025 Q2	$3.06M	Buy	13,578 +95	+0.7%	+$18.8K	1.09%	22
2025 Q1	$2.3M	Buy	+13,483	New	+$2.93M	1.01%	22
2024 Q3	$2.47M	Buy	13,087 +45	+0.3%	+$8.21K	0.97%	23
2024 Q2	$2.6M	Sell	13,042 -372	-3%	-$68.3K	1.11%	20
2024 Q1	$2.51M	Buy	+13,414	New	+$2.24M	1.11%	20
2023 Q3	$1.87M	Buy	13,154 +120	+0.9%	+$16.1K	0.98%	22
2023 Q2	$1.82M	Buy	13,034 +441	+4%	+$50.4K	0.94%	21
2023 Q1	$1.59M	Buy	+12,593	New	+$1.22M	0.85%	22

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sweeney & Michel's AMZN Position: Q1 2026 in Review

Sweeney & Michel increased its Amazon (AMZN) stake by 1.4% in Q1 2026, buying an estimated $45.6K and bringing the position to 15,155 shares worth $3.64M. The position accounts for 1.07% of the portfolio, ranked #20.

Sweeney & Michel first reported a position in AMZN in Q1 2023 and has held it in 11 quarters since. 5,980 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Sweeney & Michel held 15,155 shares of Amazon worth $3.64M as of Q1 2026.
Sweeney & Michel bought 207 Amazon shares in Q1 2026, an estimated $45.6K.
Amazon made up 1.07% of Sweeney & Michel's portfolio in Q1 2026, its #20 holding.
Sweeney & Michel first reported a position in Amazon in Q1 2023 and has held it in 11 quarters since.
5,980 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.