AWM
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Adams Wealth Management’s Amazon AMZN Stock Holding History

Adams 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 		$3.35M Buy
16,092
+1,918
+14% +$422K 0.74% 38
2025
Q4 		$3.27M Buy
14,174
+515
+4% +$118K 0.7% 36
2025
Q3 		$3M Sell
13,659
-3,423
-20% -$775K 0.64% 37
2025
Q2 		$3.75M Sell
17,082
-1,013
-6% -$200K 0.71% 36
2025
Q1 		$3.44M Buy
18,095
+879
+5% +$191K 0.68% 34
2024
Q4 		$3.78M Buy
17,216
+786
+5% +$161K 0.72% 29
2024
Q3 		$3.06M Buy
16,430
+1,192
+8% +$217K 0.66% 29
2024
Q2 		$2.94M Buy
15,238
+1,142
+8% +$210K 0.68% 29
2024
Q1 		$2.54M Buy
14,096
+1,090
+8% +$182K 0.62% 31
2023
Q4 		$1.98M Buy
13,006
+586
+5% +$82.1K 0.58% 27
2023
Q3 		$1.58M Sell
12,420
-19,707
-61% -$2.64M 0.54% 25
2023
Q2 		$4.19M Buy
32,127
+7
+0% +$799 1.31% 18
2023
Q1 		$3.32M Buy
32,120
+10,594
+49% +$1.02M 1.07% 21
2022
Q4 		$1.81M Buy
21,526
+9,562
+80% +$945K 0.64% 23
2022
Q3 		$1.35M Sell
11,964
-9,474
-44% -$1.2M 0.51% 22
2022
Q2 		$2.28M Sell
21,438
-16,882
-44% -$2.11M 0.86% 14
2022
Q1 		$6.25M Buy
38,320
+340
+0.9% +$52.5K 2.04% 10
2021
Q4 		$6.33M Buy
37,980
+30,720
+423% +$5.26M 1.86% 11
2021
Q3 		$1.19M Buy
7,260
+4,020
+124% +$693K 0.45% 18
2021
Q2 		$557K Buy
3,240
+160
+5% +$26.6K 0.24% 44
2021
Q1 		$476K Buy
3,080
+300
+11% +$47.6K 0.22% 45
2020
Q4 		$453K Sell
2,780
-80
-3% -$12.8K 0.28% 38
2020
Q3 		$450K Sell
2,860
-140
-5% -$22.1K 0.35% 38
2020
Q2 		$414K Buy
+3,000
New +$362K 0.42% 36
2020
Q1 		– Sell
-2,980
Closed -$275K – 71
2019
Q4 		$275K Buy
+2,980
New +$264K 0.23% 84

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

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

Adams Wealth Management increased its Amazon (AMZN) stake by 14% in Q1 2026, buying an estimated $422K and bringing the position to 16,092 shares worth $3.35M. The position accounts for 0.74% of the portfolio, ranked #38.

Adams Wealth Management first reported a position in AMZN in Q4 2019 and has held it in 25 quarters since. The position peaked at $6.33M in Q4 2021. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Adams Wealth Management held 16,092 shares of Amazon worth $3.35M as of Q1 2026.
  • Adams Wealth Management bought 1,918 Amazon shares in Q1 2026, an estimated $422K.
  • Amazon made up 0.74% of Adams Wealth Management's portfolio in Q1 2026, its #38 holding.
  • Adams Wealth Management first reported a position in Amazon in Q4 2019 and has held it in 25 quarters since.
  • Adams Wealth Management's Amazon position peaked at $6.33M in Q4 2021.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Adams Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.