1858 Wealth Management’s Amazon AMZN Stock Holding History

1858 Wealth Management’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 Q3	$3.99M	Sell	18,175 -955	-5%	-$216K	2.8%	8
2025 Q2	$4.2M	Buy	19,130 +1,080	+6%	+$214K	3.1%	8
2025 Q1	$3.43M	Buy	18,050 +1,207	+7%	+$262K	2.91%	7
2024 Q4	$3.7M	Sell	16,843 -311	-2%	-$63.6K	2.93%	7
2024 Q3	$3.2M	Buy	17,154 +544	+3%	+$99.3K	2.63%	7
2024 Q2	$3.21M	Buy	16,610 +2,929	+21%	+$538K	2.66%	7
2024 Q1	$2.08M	Hold	13,681	–	–	1.97%	13
2023 Q4	$2.08M	Buy	+13,681	New	+$1.92M	1.97%	13

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

1858 Wealth Management's AMZN Position: Q3 2025 in Review

1858 Wealth Management reduced its Amazon (AMZN) stake by 5% in Q3 2025, selling an estimated $216K and leaving 18,175 shares worth $3.99M. The position accounts for 2.8% of the portfolio, ranked #8.

1858 Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.2M in Q2 2025. 5,570 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.

1858 Wealth Management held 18,175 shares of Amazon worth $3.99M as of Q3 2025.
1858 Wealth Management sold 955 Amazon shares in Q3 2025, an estimated $216K.
Amazon made up 2.8% of 1858 Wealth Management's portfolio in Q3 2025, its #8 holding.
1858 Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 8 quarters since.
1858 Wealth Management's Amazon position peaked at $4.2M in Q2 2025.
5,570 funds tracked by Wall St. Rank held Amazon as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.