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AMZN icon

Addison Advisors’s Amazon AMZN Stock Holding History

Addison 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 		$1.54M Buy
7,416
+240
+3% +$52.8K 0.34% 58
2025
Q4 		$1.66M Buy
7,176
+56
+0.8% +$12.8K 0.37% 56
2025
Q3 		$1.56M Buy
7,120
+778
+12% +$176K 0.36% 59
2025
Q2 		$1.39M Buy
6,342
+146
+2% +$28.9K 0.35% 62
2025
Q1 		$1.18M Sell
6,196
-100
-2% -$21.7K 0.32% 61
2024
Q4 		$1.38M Buy
6,296
+77
+1% +$15.8K 0.38% 55
2024
Q3 		$1.16M Sell
6,219
-33
-0.5% -$6.02K 0.32% 63
2024
Q2 		$1.21M Buy
6,252
+454
+8% +$83.4K 0.39% 58
2024
Q1 		$1.05M Sell
5,798
-107
-2% -$17.9K 0.36% 62
2023
Q4 		$897K Buy
5,905
+293
+5% +$41.1K 0.35% 59
2023
Q3 		$713K Buy
5,612
+177
+3% +$23.7K 0.33% 63
2023
Q2 		$709K Sell
5,435
-201
-4% -$23K 0.35% 61
2023
Q1 		$582K Buy
5,636
+511
+10% +$49.4K 0.33% 67
2022
Q4 		$431K Sell
5,125
-509
-9% -$50.3K 0.26% 77
2022
Q3 		$637K Buy
5,634
+76
+1% +$9.61K 0.39% 54
2022
Q2 		$590K Sell
5,558
-322
-5% -$40.3K 0.36% 59
2022
Q1 		$958K Buy
5,880
+1,960
+50% +$303K 0.52% 41
2021
Q4 		$654K Buy
3,920
+1,300
+50% +$222K 0.4% 51
2021
Q3 		$430K Buy
2,620
+40
+2% +$6.9K 0.34% 50
2021
Q2 		$444K Buy
+2,580
New +$429K 0.36% 46
2020
Q4 		$459K Buy
+2,820
New +$450K 0.44% 42

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

Addison Advisors's AMZN Position: Q1 2026 in Review

Addison Advisors increased its Amazon (AMZN) stake by 3.3% in Q1 2026, buying an estimated $52.8K and bringing the position to 7,416 shares worth $1.54M. The position accounts for 0.34% of the portfolio, ranked #58.

Addison Advisors first reported a position in AMZN in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.66M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Addison Advisors held 7,416 shares of Amazon worth $1.54M as of Q1 2026.
  • Addison Advisors bought 240 Amazon shares in Q1 2026, an estimated $52.8K.
  • Amazon made up 0.34% of Addison Advisors's portfolio in Q1 2026, its #58 holding.
  • Addison Advisors first reported a position in Amazon in Q4 2020 and has held it in 21 quarters since.
  • Addison Advisors's Amazon position peaked at $1.66M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.