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AGH Wealth Advisors’s Amazon AMZN Stock Holding History

AGH 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 		$2.83M Buy
13,604
+356
+3% +$78.4K 2.09% 12
2025
Q4 		$3.06M Sell
13,248
-1,279
-9% -$293K 2.3% 12
2025
Q3 		$3.19M Buy
14,527
+852
+6% +$193K 2.34% 11
2025
Q2 		$3M Sell
13,675
-693
-5% -$137K 2.47% 10
2025
Q1 		$2.73M Sell
14,368
-405
-3% -$87.9K 2.64% 11
2024
Q4 		$3.24M Buy
+14,773
New +$3.02M 3% 9

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

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

AGH Wealth Advisors increased its Amazon (AMZN) stake by 2.7% in Q1 2026, buying an estimated $78.4K and bringing the position to 13,604 shares worth $2.83M. The position accounts for 2.09% of the portfolio, ranked #12.

AGH Wealth Advisors first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.24M in Q4 2024. 5,981 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • AGH Wealth Advisors held 13,604 shares of Amazon worth $2.83M as of Q1 2026.
  • AGH Wealth Advisors bought 356 Amazon shares in Q1 2026, an estimated $78.4K.
  • Amazon made up 2.09% of AGH Wealth Advisors's portfolio in Q1 2026, its #12 holding.
  • AGH Wealth Advisors first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • AGH Wealth Advisors's Amazon position peaked at $3.24M in Q4 2024.
  • 5,981 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.