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ADG Wealth Management Group’s Amazon AMZN Stock Holding History

ADG Wealth Management Group’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 		$292K Buy
1,403
+397
+39% +$87.4K 0.2% 34
2025
Q4 		$232K Buy
1,006
+78
+8% +$17.8K 0.18% 37
2025
Q3 		$204K Buy
+928
New +$210K 0.16% 29

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

ADG Wealth Management Group's AMZN Position: Q1 2026 in Review

ADG Wealth Management Group increased its Amazon (AMZN) stake by 39% in Q1 2026, buying an estimated $87.4K and bringing the position to 1,403 shares worth $292K. The position accounts for 0.2% of the portfolio, ranked #34.

ADG Wealth Management Group first reported a position in AMZN in Q3 2025 and has held it in 3 quarters since. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • ADG Wealth Management Group held 1,403 shares of Amazon worth $292K as of Q1 2026.
  • ADG Wealth Management Group bought 397 Amazon shares in Q1 2026, an estimated $87.4K.
  • Amazon made up 0.2% of ADG Wealth Management Group's portfolio in Q1 2026, its #34 holding.
  • ADG Wealth Management Group first reported a position in Amazon in Q3 2025 and has held it in 3 quarters since.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on ADG Wealth Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.