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
2023 Q3	–	Sell	-20,000	Closed	-$140	–	92
2023 Q2	$140	Sell	20,000 -500	-2%	-$57.1K	﹤0.01%	100
2023 Q1	$4.95K	Buy	20,500 +8,500	+71%	+$821K	﹤0.01%	103
2022 Q4	$22.2K	Buy	+12,000	New	+$1.19M	0.01%	93
2022 Q3	–	Sell	-16,000	Closed	-$88K	–	89
2022 Q2	$88K	Buy	+16,000	New	+$2M	0.03%	68
2022 Q1	–	Sell	-34,000	Closed	-$5.37M	–	72
2021 Q4	$5.37M	Buy	34,000 +30,000	+750%	+$5.13M	1.58%	12
2021 Q3	$20K	Buy	+4,000	New	+$690K	0.01%	78

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

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.