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AE Wealth Management’s Amazon AMZN Stock Holding History

AE 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
2018
Q2 		– Sell
-10,000
Closed -$43K – 459
2018
Q1 		$43K Buy
+10,000
New +$715K ﹤0.01% 434

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

AE Wealth Management's AMZN Position: Q1 2026 in Review

AE Wealth Management increased its Amazon (AMZN) stake by 5.9% in Q1 2026, buying an estimated $19.5M and bringing the position to 1,596,626 shares worth $333M. The position accounts for 1.8% of the portfolio, ranked #6.

AE Wealth Management first reported a position in AMZN in Q4 2016 and has held it in 38 quarters since. The position peaked at $348M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • AE Wealth Management held 1,596,626 shares of Amazon worth $333M as of Q1 2026.
  • AE Wealth Management bought 88,725 Amazon shares in Q1 2026, an estimated $19.5M.
  • Amazon made up 1.8% of AE Wealth Management's portfolio in Q1 2026, its #6 holding.
  • AE Wealth Management first reported a position in Amazon in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Amazon position peaked at $348M in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.