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Allworth Financial’s Amazon AMZN Stock Holding History

Allworth Financial’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 		– Hold
0
– – – 824
2025
Q4 		– Hold
0
– – – 776
2025
Q3 		– Hold
0
– – – 754
2025
Q2 		– Hold
0
– – – 1033
2025
Q1 		– Hold
0
– – – 887

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

Allworth Financial's AMZN Position: Q1 2026 in Review

Allworth Financial increased its Amazon (AMZN) stake by 5% in Q1 2026, buying an estimated $6.07M and bringing the position to 584,525 shares worth $122M. The position accounts for 0.49% of the portfolio, ranked #31.

Allworth Financial first reported a position in AMZN in Q1 2015 and has held it in 45 quarters since. The position peaked at $129M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Allworth Financial held 584,525 shares of Amazon worth $122M as of Q1 2026.
  • Allworth Financial bought 27,586 Amazon shares in Q1 2026, an estimated $6.07M.
  • Amazon made up 0.49% of Allworth Financial's portfolio in Q1 2026, its #31 holding.
  • Allworth Financial first reported a position in Amazon in Q1 2015 and has held it in 45 quarters since.
  • Allworth Financial's Amazon position peaked at $129M in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.