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AMZN icon

Trivest Advisors’s Amazon AMZN Stock Holding History

Trivest 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 		$18M Sell
86,600
-298,400
-78% -$65.7M 1.3% 13
2025
Q4 		$88.9M Sell
385,000
-366,500
-49% -$83.9M 4.06% 11
2025
Q3 		$165M Sell
751,500
-475,000
-39% -$108M 5.27% 8
2025
Q2 		$269M Buy
1,226,500
+874,500
+248% +$173M 10.45% 1
2025
Q1 		$67M Sell
352,000
-438,000
-55% -$95M 5.68% 9
2024
Q4 		$173M Buy
790,000
+252,000
+47% +$51.6M 7.87% 2
2024
Q3 		$100M Sell
538,000
-1,170,280
-69% -$214M 5.69% 7
2024
Q2 		$330M Buy
1,708,280
+618,180
+57% +$114M 17.11% 3
2024
Q1 		$197M Sell
1,090,100
-630,366
-37% -$105M 6.91% 4
2023
Q4 		$261M Buy
1,720,466
+1,705,466
+11,370% +$239M 11.89% 3
2023
Q3 		$1.91M Sell
15,000
-2,115,120
-99% -$283M 0.14% 19
2023
Q2 		$278M Buy
+2,130,120
New +$243M 9.57% 4
2023
Q1 		– Sell
-820,000
Closed -$68.9M – 20
2022
Q4 		$68.9M Buy
820,000
+790,000
+2,633% +$78M 8.35% 5
2022
Q3 		$3.39M Buy
30,000
+20,000
+200% +$2.53M 1.17% 8
2022
Q2 		$1.06M Buy
10,000
+4,000
+67% +$501K 0.23% 19
2022
Q1 		$978K Sell
6,000
-222,000
-97% -$34.3M 0.17% 17
2021
Q4 		$38M Buy
+228,000
New +$39M 3.49% 6
2021
Q3 		– Sell
-14,800
Closed -$2.55M – 19
2021
Q2 		$2.55M Buy
14,800
+2,400
+19% +$399K 0.26% 15
2021
Q1 		$1.92M Buy
12,400
+9,400
+313% +$1.49M 0.54% 8
2020
Q4 		$489K Buy
+3,000
New +$479K 0.05% 18

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

Trivest Advisors's AMZN Position: Q1 2026 in Review

Trivest Advisors reduced its Amazon (AMZN) stake by 78% in Q1 2026, selling an estimated $65.7M and leaving 86,600 shares worth $18M. The position accounts for 1.3% of the portfolio, ranked #13.

Trivest Advisors first reported a position in AMZN in Q4 2020 and has held it in 20 quarters since. The position peaked at $330M in Q2 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Trivest Advisors held 86,600 shares of Amazon worth $18M as of Q1 2026.
  • Trivest Advisors sold 298,400 Amazon shares in Q1 2026, an estimated $65.7M.
  • Amazon made up 1.3% of Trivest Advisors's portfolio in Q1 2026, its #13 holding.
  • Trivest Advisors first reported a position in Amazon in Q4 2020 and has held it in 20 quarters since.
  • Trivest Advisors's Amazon position peaked at $330M in Q2 2024.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Trivest Advisors's 13F filing for Q1 2026, filed 7 May 2026.