AWP
AMZN icon

Accretive Wealth Partners’s Amazon AMZN Stock Holding History

Accretive Wealth Partners’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 		$6.47M Buy
31,086
+1,242
+4% +$273K 1.82% 12
2025
Q4 		$6.89M Buy
29,844
+3,795
+15% +$868K 2.04% 11
2025
Q3 		$5.72M Buy
26,049
+638
+3% +$144K 1.75% 12
2025
Q2 		$5.57M Buy
25,411
+180
+0.7% +$35.6K 1.83% 10
2025
Q1 		$4.67M Buy
25,231
+3,071
+14% +$666K 1.65% 12
2024
Q4 		$4.86M Buy
22,160
+729
+3% +$149K 2.06% 11
2024
Q3 		$3.99M Sell
21,431
-597
-3% -$109K 1.67% 12
2024
Q2 		$4.26M Buy
22,028
+696
+3% +$128K 1.78% 12
2024
Q1 		$3.97M Buy
21,332
+273
+1% +$45.6K 1.76% 12
2023
Q4 		$3.2M Buy
21,059
+901
+4% +$126K 1.54% 12
2023
Q3 		$2.56M Buy
20,158
+598
+3% +$80.1K 1.53% 14
2023
Q2 		$2.55M Buy
19,560
+696
+4% +$79.5K 1.51% 13
2023
Q1 		$1.95M Buy
18,864
+525
+3% +$50.7K 1.25% 15
2022
Q4 		$1.54M Buy
18,339
+1,828
+11% +$181K 1.06% 27
2022
Q3 		$1.87M Sell
16,511
-15
-0.1% -$1.9K 1.42% 16
2022
Q2 		$1.75M Buy
16,526
+466
+3% +$58.3K 1.27% 19
2022
Q1 		$2.62M Buy
16,060
+460
+3% +$71.1K 1.64% 14
2021
Q4 		$2.6M Buy
15,600
+540
+4% +$92.4K 1.66% 13
2021
Q3 		$2.47M Buy
15,060
+3,320
+28% +$573K 1.75% 12
2021
Q2 		$2.02M Buy
11,740
+2,860
+32% +$475K 1.46% 15
2021
Q1 		$1.37M Buy
8,880
+880
+11% +$139K 1.24% 16
2020
Q4 		$1.3M Buy
+8,000
New +$1.28M 1.29% 15

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

Accretive Wealth Partners's AMZN Position: Q1 2026 in Review

Accretive Wealth Partners increased its Amazon (AMZN) stake by 4.2% in Q1 2026, buying an estimated $273K and bringing the position to 31,086 shares worth $6.47M. The position accounts for 1.82% of the portfolio, ranked #12.

Accretive Wealth Partners first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.89M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Accretive Wealth Partners held 31,086 shares of Amazon worth $6.47M as of Q1 2026.
  • Accretive Wealth Partners bought 1,242 Amazon shares in Q1 2026, an estimated $273K.
  • Amazon made up 1.82% of Accretive Wealth Partners's portfolio in Q1 2026, its #12 holding.
  • Accretive Wealth Partners first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
  • Accretive Wealth Partners's Amazon position peaked at $6.89M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.