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Able Wealth Management’s Amazon AMZN Stock Holding History

Able 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 		$943K Buy
+4,526
New +$997K 0.25% 62
2025
Q4 		– Sell
-2,848
Closed -$625K – 114
2025
Q3 		$625K Buy
2,848
+145
+5% +$32.8K 0.24% 63
2025
Q2 		$593K Buy
2,703
+654
+32% +$129K 0.3% 57
2025
Q1 		$390K Buy
2,049
+80
+4% +$17.4K 0.23% 71
2024
Q4 		$432K Buy
1,969
+162
+9% +$33.1K 0.28% 62
2024
Q3 		$337K Sell
1,807
-206
-10% -$37.6K 0.26% 63
2024
Q2 		$389K Buy
2,013
+48
+2% +$8.82K 0.32% 54
2024
Q1 		$354K Buy
1,965
+312
+19% +$52.1K 0.31% 54
2023
Q4 		$251K Buy
+1,653
New +$232K 0.23% 68

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

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

Able Wealth Management opened a new position in Amazon (AMZN) in Q1 2026: 4,526 shares worth $943K. The stake represents 0.25% of the portfolio and ranks #62 among its holdings. This is a return to the name: Able Wealth Management previously reported a position in AMZN as recently as Q3 2025.

Able Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 9 quarters since. 5,984 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Able Wealth Management held 4,526 shares of Amazon worth $943K as of Q1 2026.
  • Amazon was a new Able Wealth Management position in Q1 2026.
  • Amazon made up 0.25% of Able Wealth Management's portfolio in Q1 2026, its #62 holding.
  • Able Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 9 quarters since.
  • 5,984 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.