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Wolf Group Capital Advisors’s Amazon AMZN Stock Holding History

Wolf Group 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
2025
Q1 		$2.96M Buy
15,554
+2,781
+22% +$603K 0.99% 27
2024
Q4 		$1.67M Hold
12,773
– – 0.81% 45
2024
Q3 		$1.67M Sell
12,773
-1,667
-12% -$304K 0.79% 46
2024
Q2 		$2.79M Buy
14,440
+1,667
+13% +$306K 1.1% 26
2024
Q1 		$1.67M Hold
12,773
– – 0.79% 46
2023
Q4 		$1.67M Buy
12,773
+1,203
+10% +$169K 0.79% 46
2023
Q3 		$1.47M Sell
11,570
-1,368
-11% -$183K 0.7% 52
2023
Q2 		$1.59M Sell
12,938
-560
-4% -$64K 0.79% 46
2023
Q1 		$1.39M Sell
13,498
-1,247
-8% -$120K 0.69% 53
2022
Q4 		$1.24M Buy
14,745
+2,485
+20% +$245K 0.58% 61
2022
Q3 		$1.39M Sell
12,260
-37
-0.3% -$4.68K 0.76% 52
2022
Q2 		$1.31M Buy
12,297
+1,257
+11% +$157K 0.68% 56
2022
Q1 		$1.8M Sell
11,040
-11,560
-51% -$1.79M 0.92% 45
2021
Q4 		$3.77M Buy
22,600
+11,480
+103% +$1.96M 0.62% 55
2021
Q3 		$1.83M Buy
11,120
+9,700
+683% +$1.67M 1% 37
2021
Q2 		$244K Buy
+1,420
New +$236K 0.13% 92
2021
Q1 		– Sell
-1,340
Closed -$218K – 102
2020
Q4 		$218K Buy
1,340
+40
+3% +$6.38K 0.13% 90
2020
Q3 		$205K Buy
+1,300
New +$205K 0.14% 81

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wolf Group Capital Advisors's AMZN Position: Q1 2025 in Review

Wolf Group Capital Advisors increased its Amazon (AMZN) stake by 22% in Q1 2025, buying an estimated $603K and bringing the position to 15,554 shares worth $2.96M. The position accounts for 0.99% of the portfolio, ranked #27.

Wolf Group Capital Advisors first reported a position in AMZN in Q3 2020 and has held it in 18 quarters since. The position peaked at $3.77M in Q4 2021. 5,469 funds tracked by Wall St. Rank hold AMZN as of Q1 2025.

  • Wolf Group Capital Advisors held 15,554 shares of Amazon worth $2.96M as of Q1 2025.
  • Wolf Group Capital Advisors bought 2,781 Amazon shares in Q1 2025, an estimated $603K.
  • Amazon made up 0.99% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #27 holding.
  • Wolf Group Capital Advisors first reported a position in Amazon in Q3 2020 and has held it in 18 quarters since.
  • Wolf Group Capital Advisors's Amazon position peaked at $3.77M in Q4 2021.
  • 5,469 funds tracked by Wall St. Rank held Amazon as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.