Apex Wealth Management’s Amazon AMZN Stock Holding History

Apex 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
2026 Q1	$4.35M	Buy	20,866 +10,314	+98%	+$2.27M	2.98%	14
2025 Q4	$2.52M	Sell	10,552 -9,956	-49%	-$2.28M	2.56%	13
2025 Q3	$4.5M	Buy	20,508 +857	+4%	+$194K	3.22%	13
2025 Q2	$4.31M	Buy	19,651 +464	+2%	+$91.8K	3.46%	9
2025 Q1	$3.65M	Buy	19,187 +153	+0.8%	+$33.2K	3.28%	10
2024 Q4	$4.18M	Buy	+19,034	New	+$3.89M	3.6%	8

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Apex Wealth Management increased its Amazon (AMZN) stake by 98% in Q1 2026, buying an estimated $2.27M and bringing the position to 20,866 shares worth $4.35M. The position accounts for 2.98% of the portfolio, ranked #14.

Apex Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.5M in Q3 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Apex Wealth Management held 20,866 shares of Amazon worth $4.35M as of Q1 2026.
Apex Wealth Management bought 10,314 Amazon shares in Q1 2026, an estimated $2.27M.
Amazon made up 2.98% of Apex Wealth Management's portfolio in Q1 2026, its #14 holding.
Apex Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
Apex Wealth Management's Amazon position peaked at $4.5M in Q3 2025.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Apex Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.