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Trivant Custom Portfolio Group’s Amazon AMZN Stock Holding History

Trivant Custom Portfolio Group’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 		$6.22M Buy
26,091
+197
+0.8% +$49.4K 3.31% 7
2026
Q1 		$5.39M Sell
25,894
-829
-3% -$183K 2.96% 8
2025
Q4 		$6.17M Buy
26,723
+219
+0.8% +$50.1K 3.55% 6
2025
Q3 		$5.82M Sell
26,504
-375
-1% -$84.9K 2.99% 7
2025
Q2 		$5.9M Sell
26,879
-451
-2% -$89.2K 3.24% 6
2025
Q1 		$5.2M Sell
27,330
-58
-0.2% -$12.6K 2.99% 7
2024
Q4 		$6.01M Sell
27,388
-69
-0.3% -$14.1K 3.51% 5
2024
Q3 		$5.12M Buy
27,457
+99
+0.4% +$18.1K 2.95% 8
2024
Q2 		$5.29M Sell
27,358
-18
-0.1% -$3.31K 3.25% 6
2024
Q1 		$4.94M Sell
27,376
-1,541
-5% -$257K 3.14% 5
2023
Q4 		$4.39M Buy
28,917
+783
+3% +$110K 2.93% 7
2023
Q3 		$3.58M Buy
28,134
+1,040
+4% +$139K 2.63% 8
2023
Q2 		$3.53M Buy
27,094
+1,997
+8% +$228K 2.49% 10
2023
Q1 		$2.59M Buy
+25,097
New +$2.42M 1.85% 20

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

Trivant Custom Portfolio Group's AMZN Position: Q2 2026 in Review

Trivant Custom Portfolio Group increased its Amazon (AMZN) stake by 0.76% in Q2 2026, buying an estimated $49.4K and bringing the position to 26,091 shares worth $6.22M. The position accounts for 3.31% of the portfolio, ranked #7.

Trivant Custom Portfolio Group first reported a position in AMZN in Q1 2023 and has held it in 14 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Trivant Custom Portfolio Group held 26,091 shares of Amazon worth $6.22M as of Q2 2026.
  • Trivant Custom Portfolio Group bought 197 Amazon shares in Q2 2026, an estimated $49.4K.
  • Amazon made up 3.31% of Trivant Custom Portfolio Group's portfolio in Q2 2026, its #7 holding.
  • Trivant Custom Portfolio Group first reported a position in Amazon in Q1 2023 and has held it in 14 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2026, filed 27 Jul 2026.