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Trail Ridge Investment Advisors’s Amazon AMZN Stock Holding History

Trail Ridge Investment Advisors’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
Q2 		$2.36M Sell
9,898
-10,670
-52% -$2.68M 1% 25
2026
Q1 		$4.28M Buy
20,568
+216
+1% +$47.6K 1.86% 12
2025
Q4 		$4.7M Buy
20,352
+582
+3% +$133K 2.02% 10
2025
Q3 		$4.34M Buy
19,770
+209
+1% +$47.3K 1.95% 11
2025
Q2 		$4.58M Sell
19,561
-231
-1% -$45.7K 2.2% 11
2025
Q1 		$3.77M Sell
19,792
-2,228
-10% -$483K 1.94% 14
2024
Q4 		$4.83M Buy
22,020
+167
+0.8% +$34.2K 2.3% 10
2024
Q3 		$4.04M Buy
21,853
+29
+0.1% +$5.29K 1.92% 10
2024
Q2 		$4.22M Buy
21,824
+693
+3% +$127K 2.18% 10
2024
Q1 		$3.81M Sell
21,131
-1,642
-7% -$274K 2.16% 9
2023
Q4 		$3.46M Sell
22,773
-514
-2% -$72.1K 2.12% 9
2023
Q3 		$2.96M Sell
23,287
-3,115
-12% -$417K 2.01% 11
2023
Q2 		$3.44M Sell
26,402
-1,065
-4% -$122K 2.12% 9
2023
Q1 		$2.84M Buy
27,467
+3,208
+13% +$310K 1.85% 11
2022
Q4 		$2.04M Buy
24,259
+3,637
+18% +$359K 1.4% 19
2022
Q3 		$2.08M Sell
20,622
-4,118
-17% -$520K 1.37% 17
2022
Q2 		$2.63M Buy
24,740
+340
+1% +$42.5K 1.78% 9
2022
Q1 		$3.98M Buy
24,400
+80
+0.3% +$12.4K 2.44% 6
2021
Q4 		$4.05M Buy
+24,320
New +$4.16M 2.44% 6

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Trail Ridge Investment Advisors's AMZN Position: Q2 2026 in Review

Trail Ridge Investment Advisors reduced its Amazon (AMZN) stake by 52% in Q2 2026, selling an estimated $2.68M and leaving 9,898 shares worth $2.36M. The position accounts for 1% of the portfolio, ranked #25.

Trail Ridge Investment Advisors first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.83M in Q4 2024. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Trail Ridge Investment Advisors held 9,898 shares of Amazon worth $2.36M as of Q2 2026.
  • Trail Ridge Investment Advisors sold 10,670 Amazon shares in Q2 2026, an estimated $2.68M.
  • Amazon made up 1% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #25 holding.
  • Trail Ridge Investment Advisors first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • Trail Ridge Investment Advisors's Amazon position peaked at $4.83M in Q4 2024.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.