49 Wealth Management’s Amazon AMZN Stock Holding History

49 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
2026 Q1	$2.42M	Sell	11,606 -1,808	-13%	-$398K	0.18%	39
2025 Q4	$3.1M	Buy	13,414 +2,156	+19%	+$493K	0.25%	37
2025 Q3	$2.47M	Buy	11,258 +545	+5%	+$123K	0.23%	35
2025 Q2	$2.35M	Sell	10,713 -624	-6%	-$123K	0.25%	33
2025 Q1	$2.16M	Buy	11,337 +781	+7%	+$169K	0.26%	36
2024 Q4	$2.32M	Buy	10,556 +366	+4%	+$74.9K	0.33%	33
2024 Q3	$1.9M	Buy	10,190 +1,659	+19%	+$303K	0.31%	36
2024 Q2	$1.68M	Buy	8,531 +760	+10%	+$140K	0.33%	49
2024 Q1	$1.41M	Sell	7,771 -3,899	-33%	-$651K	0.3%	31
2023 Q4	$1.77M	Buy	+11,670	New	+$1.64M	0.46%	30

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

49 Wealth Management's AMZN Position: Q1 2026 in Review

49 Wealth Management reduced its Amazon (AMZN) stake by 13% in Q1 2026, selling an estimated $398K and leaving 11,606 shares worth $2.42M. The position accounts for 0.18% of the portfolio, ranked #39.

49 Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.1M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

49 Wealth Management held 11,606 shares of Amazon worth $2.42M as of Q1 2026.
49 Wealth Management sold 1,808 Amazon shares in Q1 2026, an estimated $398K.
Amazon made up 0.18% of 49 Wealth Management's portfolio in Q1 2026, its #39 holding.
49 Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
49 Wealth Management's Amazon position peaked at $3.1M in Q4 2025.
5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.