Systematic Alpha Investments’s Amazon AMZN Stock Holding History

Systematic Alpha 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	$47M	Hold	225,499	–	–	1.65%	14
2025 Q4	$52M	Sell	225,499 -1	-0%	-$229	1.62%	13
2025 Q3	$49.5M	Hold	225,500	–	–	1.63%	15
2025 Q2	$49.5M	Buy	225,500 +1	+0%	+$198	1.76%	14
2025 Q1	$42.9M	Sell	225,499 -1	-0%	-$217	1.64%	13
2024 Q4	$49.5M	Buy	225,500 +1	+0%	+$205	1.82%	13
2024 Q3	$42M	Sell	225,499 -1	-0%	-$182	1.54%	15
2024 Q2	$43.6M	Hold	225,500	–	–	1.66%	14
2024 Q1	$40.7M	Buy	225,500 +1	+0%	+$167	1.63%	14
2023 Q4	$34.3M	Sell	225,499 -1	-0%	-$140	1.54%	14
2023 Q3	$28.7M	Hold	225,500	–	–	1.43%	16
2023 Q2	$29.4M	Buy	225,500 +1	+0%	+$114	1.42%	15
2023 Q1	$23.3M	Sell	225,499 -1	-0%	-$97	1.22%	20
2022 Q4	$18.9M	Sell	225,500 -2,000	-0.9%	-$198K	0.96%	28
2022 Q3	$25.7M	Hold	227,500	–	–	1.55%	14
2022 Q2	$24.2M	Hold	227,500	–	–	1.37%	17
2022 Q1	$37.1M	Hold	227,500	–	–	1.81%	11
2021 Q4	$37.9M	Hold	227,500	–	–	1.76%	10
2021 Q3	$38.4M	Hold	227,500	–	–	1.68%	11
2021 Q2	$37.8M	Buy	227,500 +48,060	+27%	+$7.99M	1.72%	11
2021 Q1	$27.8M	Buy	179,440 +12,000	+7%	+$1.9M	1.78%	9
2020 Q4	$27.3M	Buy	+167,440	New	+$26.7M	2.97%	7

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

Systematic Alpha Investments's AMZN Position: Q1 2026 in Review

Systematic Alpha Investments held its Amazon (AMZN) position steady in Q1 2026 at 225,499 shares worth $47M. The position accounts for 1.65% of the portfolio, ranked #14.

Systematic Alpha Investments first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. The position peaked at $52M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Systematic Alpha Investments held 225,499 shares of Amazon worth $47M as of Q1 2026.
Systematic Alpha Investments left its Amazon share count unchanged in Q1 2026.
Amazon made up 1.65% of Systematic Alpha Investments's portfolio in Q1 2026, its #14 holding.
Systematic Alpha Investments first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
Systematic Alpha Investments's Amazon position peaked at $52M in Q4 2025.
5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.