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Alaethes Wealth’s Amazon AMZN Stock Holding History

Alaethes Wealth’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 		$8.78M Buy
42,167
+360
+0.9% +$79.3K 2.5% 7
2025
Q4 		$9.65M Sell
41,807
-106
-0.3% -$24.3K 2.72% 8
2025
Q3 		$9.2M Sell
41,913
-927
-2% -$210K 2.61% 8
2025
Q2 		$9.4M Buy
42,840
+847
+2% +$168K 2.81% 8
2025
Q1 		$7.99M Buy
41,993
+1,521
+4% +$330K 2.93% 6
2024
Q4 		$8.88M Buy
40,472
+2,990
+8% +$612K 3.17% 6
2024
Q3 		$6.98M Buy
37,482
+2,727
+8% +$498K 2.58% 7
2024
Q2 		$6.72M Buy
34,755
+31
+0.1% +$5.7K 2.78% 5
2024
Q1 		$6.26M Sell
34,724
-743
-2% -$124K 2.74% 6
2023
Q4 		$5.39M Sell
35,467
-732
-2% -$103K 2.55% 5
2023
Q3 		$4.6M Sell
36,199
-207
-0.6% -$27.7K 2.52% 6
2023
Q2 		$4.75M Sell
36,406
-287
-0.8% -$32.8K 2.6% 5
2023
Q1 		$3.79M Buy
36,693
+1,797
+5% +$174K 2.22% 5
2022
Q4 		$2.93M Buy
34,896
+375
+1% +$37K 2.01% 6
2022
Q3 		$3.9M Sell
34,521
-279
-0.8% -$35.3K 2.87% 5
2022
Q2 		$3.7M Sell
34,800
-3,720
-10% -$465K 2.74% 5
2022
Q1 		$6.28M Buy
38,520
+780
+2% +$121K 3.99% 4
2021
Q4 		$6.29M Buy
37,740
+340
+0.9% +$58.2K 3.96% 4
2021
Q3 		$6.14M Buy
37,400
+900
+2% +$155K 4.47% 3
2021
Q2 		$6.28M Buy
36,500
+1,200
+3% +$199K 4.84% 3
2021
Q1 		$5.46M Buy
+35,300
New +$5.6M 5.06% 3

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

Alaethes Wealth's AMZN Position: Q1 2026 in Review

Alaethes Wealth increased its Amazon (AMZN) stake by 0.86% in Q1 2026, buying an estimated $79.3K and bringing the position to 42,167 shares worth $8.78M. The position accounts for 2.5% of the portfolio, ranked #7.

Alaethes Wealth first reported a position in AMZN in Q1 2021 and has held it in 21 quarters since. The position peaked at $9.65M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Alaethes Wealth held 42,167 shares of Amazon worth $8.78M as of Q1 2026.
  • Alaethes Wealth bought 360 Amazon shares in Q1 2026, an estimated $79.3K.
  • Amazon made up 2.5% of Alaethes Wealth's portfolio in Q1 2026, its #7 holding.
  • Alaethes Wealth first reported a position in Amazon in Q1 2021 and has held it in 21 quarters since.
  • Alaethes Wealth's Amazon position peaked at $9.65M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.