Trifecta Capital Advisors’s Amazon AMZN Stock Holding History

Trifecta Capital 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 Q1	$27.2M	Buy	130,716 +2,235	+2%	+$492K	4.21%	4
2025 Q4	$29.7M	Buy	128,481 +1,673	+1%	+$383K	4.39%	5
2025 Q3	$27.8M	Buy	126,808 +1,703	+1%	+$385K	4.23%	5
2025 Q2	$27.4M	Buy	125,105 +14,377	+13%	+$2.85M	4.57%	4
2025 Q1	$21.1M	Buy	110,728 +895	+0.8%	+$194K	4.41%	5
2024 Q4	$24.1M	Buy	109,833 +2,303	+2%	+$471K	4.76%	5
2024 Q3	$20M	Buy	107,530 +3,275	+3%	+$598K	4.19%	7
2024 Q2	$20.1M	Buy	104,255 +5,796	+6%	+$1.06M	4.46%	6
2024 Q1	$17.8M	Buy	98,459 +7,930	+9%	+$1.32M	4.32%	7
2023 Q4	$13.8M	Buy	90,529 +2,732	+3%	+$383K	3.8%	7
2023 Q3	$11.2M	Buy	87,797 +3,040	+4%	+$407K	3.59%	8
2023 Q2	$11M	Buy	84,757 +1,213	+1%	+$139K	3.55%	9
2023 Q1	$8.63M	Buy	83,544 +3,130	+4%	+$302K	3.04%	10
2022 Q4	$6.75M	Buy	+80,414	New	+$7.94M	2.69%	10

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

Trifecta Capital Advisors's AMZN Position: Q1 2026 in Review

Trifecta Capital Advisors increased its Amazon (AMZN) stake by 1.7% in Q1 2026, buying an estimated $492K and bringing the position to 130,716 shares worth $27.2M. The position accounts for 4.21% of the portfolio, ranked #4.

Trifecta Capital Advisors first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $29.7M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Trifecta Capital Advisors held 130,716 shares of Amazon worth $27.2M as of Q1 2026.
Trifecta Capital Advisors bought 2,235 Amazon shares in Q1 2026, an estimated $492K.
Amazon made up 4.21% of Trifecta Capital Advisors's portfolio in Q1 2026, its #4 holding.
Trifecta Capital Advisors first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's Amazon position peaked at $29.7M in Q4 2025.
5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.