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AMZN icon

TAGStone Capital’s Amazon AMZN Stock Holding History

TAGStone Capital’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 		$13.9M Buy
66,573
+2,722
+4% +$599K 4.9% 3
2025
Q4 		$14.7M Buy
63,851
+87
+0.1% +$19.9K 5.49% 3
2025
Q3 		$14M Hold
63,764
– – 5.55% 3
2025
Q2 		$14.2M Buy
63,764
+1,698
+3% +$336K 5.86% 3
2025
Q1 		$11.8M Sell
62,066
-1,845
-3% -$400K 5.81% 4
2024
Q4 		$14M Hold
63,911
– – 6.9% 3
2024
Q3 		$11.9M Buy
63,911
+40
+0.1% +$7.3K 6.08% 3
2024
Q2 		$12.3M Buy
63,871
+107
+0.2% +$19.7K 7% 3
2024
Q1 		$11.5M Buy
63,764
+15
+0% +$2.5K 6.74% 3
2023
Q4 		$9.69M Hold
63,749
– – 6.33% 3
2023
Q3 		$8.1M Buy
63,749
+168
+0.3% +$22.5K 5.96% 3
2023
Q2 		$8.29M Buy
63,581
+200
+0.3% +$22.8K 5.98% 3
2023
Q1 		$6.55M Buy
63,381
+1,823
+3% +$176K 4.9% 4
2022
Q4 		$5.17M Sell
61,558
-1,800
-3% -$178K 4.27% 5
2022
Q3 		$7.16M Buy
63,358
+17
+0% +$2.15K 6.65% 2
2022
Q2 		$6.73M Buy
63,341
+101
+0.2% +$12.6K 6.41% 2
2022
Q1 		$10.3M Buy
63,240
+5,960
+10% +$921K 8.69% 2
2021
Q4 		$9.55M Buy
+57,280
New +$9.8M 7.94% 2

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

TAGStone Capital's AMZN Position: Q1 2026 in Review

TAGStone Capital increased its Amazon (AMZN) stake by 4.3% in Q1 2026, buying an estimated $599K and bringing the position to 66,573 shares worth $13.9M. The position accounts for 4.9% of the portfolio, ranked #3.

TAGStone Capital first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.7M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • TAGStone Capital held 66,573 shares of Amazon worth $13.9M as of Q1 2026.
  • TAGStone Capital bought 2,722 Amazon shares in Q1 2026, an estimated $599K.
  • Amazon made up 4.9% of TAGStone Capital's portfolio in Q1 2026, its #3 holding.
  • TAGStone Capital first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • TAGStone Capital's Amazon position peaked at $14.7M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.