AO
AMZN icon

Advisor OS’s Amazon AMZN Stock Holding History

Advisor OS’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 		$10.8M Buy
52,028
+848
+2% +$187K 0.78% 27
2025
Q4 		$11.8M Buy
51,180
+742
+1% +$170K 0.95% 17
2025
Q3 		$11.1M Buy
50,438
+4,643
+10% +$1.05M 0.96% 17
2025
Q2 		$10M Buy
45,795
+3,019
+7% +$597K 0.99% 18
2025
Q1 		$8.14M Sell
42,776
-1,084
-2% -$235K 0.93% 22
2024
Q4 		$9.62M Sell
43,860
-2,063
-4% -$422K 1.11% 20
2024
Q3 		$8.56M Buy
45,923
+403
+0.9% +$73.5K 0.85% 25
2024
Q2 		$8.8M Buy
45,520
+2,314
+5% +$425K 0.96% 23
2024
Q1 		$7.79M Buy
43,206
+3,980
+10% +$664K 0.9% 23
2023
Q4 		$5.96M Buy
39,226
+2,525
+7% +$354K 0.78% 23
2023
Q3 		$4.67M Buy
36,701
+2,812
+8% +$377K 0.7% 25
2023
Q2 		$4.42M Buy
33,889
+7,699
+29% +$879K 0.72% 26
2023
Q1 		$2.71M Buy
26,190
+8,886
+51% +$859K 0.65% 33
2022
Q4 		$1.45M Buy
17,304
+2,985
+21% +$295K 0.39% 63
2022
Q3 		$1.62M Buy
14,319
+397
+3% +$50.2K 0.49% 41
2022
Q2 		$1.48M Sell
13,922
-1,558
-10% -$195K 0.43% 50
2022
Q1 		$2.52M Sell
15,480
-3,180
-17% -$491K 0.73% 26
2021
Q4 		$3.11M Buy
18,660
+1,700
+10% +$291K 0.63% 33
2021
Q3 		$2.79M Sell
16,960
-600
-3% -$103K 0.61% 33
2021
Q2 		$3.02M Buy
17,560
+2,240
+15% +$372K 0.63% 30
2021
Q1 		$2.37M Buy
15,320
+1,100
+8% +$174K 0.54% 35
2020
Q4 		$2.31M Buy
14,220
+5,560
+64% +$887K 0.62% 30
2020
Q3 		$1.36M Buy
8,660
+200
+2% +$31.5K 0.57% 25
2020
Q2 		$1.17M Buy
+8,460
New +$1.02M 0.7% 34

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

Advisor OS's AMZN Position: Q1 2026 in Review

Advisor OS increased its Amazon (AMZN) stake by 1.7% in Q1 2026, buying an estimated $187K and bringing the position to 52,028 shares worth $10.8M. The position accounts for 0.78% of the portfolio, ranked #27.

Advisor OS first reported a position in AMZN in Q2 2020 and has held it in 24 quarters since. The position peaked at $11.8M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Advisor OS held 52,028 shares of Amazon worth $10.8M as of Q1 2026.
  • Advisor OS bought 848 Amazon shares in Q1 2026, an estimated $187K.
  • Amazon made up 0.78% of Advisor OS's portfolio in Q1 2026, its #27 holding.
  • Advisor OS first reported a position in Amazon in Q2 2020 and has held it in 24 quarters since.
  • Advisor OS's Amazon position peaked at $11.8M in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.