Adapt Wealth Advisors’s Amazon AMZN Stock Holding History

Adapt Wealth Advisors’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	$1.38M	Sell	6,605 -520	-7%	-$114K	0.5%	37
2025 Q4	$1.64M	Sell	7,125 -274	-4%	-$62.7K	0.57%	34
2025 Q3	$1.62M	Buy	7,399 +1,422	+24%	+$322K	0.6%	33
2025 Q2	$1.31M	Buy	5,977 +80	+1%	+$15.8K	0.59%	25
2025 Q1	$1.12M	Buy	5,897 +78	+1%	+$16.9K	0.55%	28
2024 Q4	$1.28M	Buy	5,819 +140	+2%	+$28.6K	0.63%	30
2024 Q3	$1.06M	Sell	5,679 -410	-7%	-$74.8K	0.57%	31
2024 Q2	$1.18M	Buy	6,089 +1,230	+25%	+$226K	0.74%	30
2024 Q1	$876K	Buy	+4,859	New	+$811K	0.62%	27

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

Adapt Wealth Advisors's AMZN Position: Q1 2026 in Review

Adapt Wealth Advisors reduced its Amazon (AMZN) stake by 7.3% in Q1 2026, selling an estimated $114K and leaving 6,605 shares worth $1.38M. The position accounts for 0.5% of the portfolio, ranked #37.

Adapt Wealth Advisors first reported a position in AMZN in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.64M in Q4 2025. 5,981 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Adapt Wealth Advisors held 6,605 shares of Amazon worth $1.38M as of Q1 2026.
Adapt Wealth Advisors sold 520 Amazon shares in Q1 2026, an estimated $114K.
Amazon made up 0.5% of Adapt Wealth Advisors's portfolio in Q1 2026, its #37 holding.
Adapt Wealth Advisors first reported a position in Amazon in Q1 2024 and has held it in 9 quarters since.
Adapt Wealth Advisors's Amazon position peaked at $1.64M in Q4 2025.
5,981 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.