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Arbor Trust Wealth Advisors’s Amazon AMZN Stock Holding History

Arbor Trust 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 		$659K Sell
3,164
-20
-0.6% -$4.4K 0.29% 56
2025
Q4 		$735K Sell
3,184
-100
-3% -$22.9K 0.32% 52
2025
Q3 		$721K Buy
3,284
+1
+0% +$226 0.32% 54
2025
Q2 		$720K Sell
3,283
-2,275
-41% -$450K 0.35% 54
2025
Q1 		$1.06M Sell
5,558
-170
-3% -$36.9K 0.5% 48
2024
Q4 		$1.26M Buy
5,728
+236
+4% +$48.3K 0.59% 44
2024
Q3 		$1.06M Hold
5,492
– – 0.56% 44
2024
Q2 		$1.06M Sell
5,492
-259
-5% -$47.6K 0.56% 44
2024
Q1 		$1.07M Buy
5,751
+37
+0.6% +$6.18K 0.59% 45
2023
Q4 		$868K Sell
5,714
-620
-10% -$86.9K 0.52% 46
2023
Q3 		$805K Buy
6,334
+180
+3% +$24.1K 0.53% 45
2023
Q2 		$802K Sell
6,154
-1,789
-23% -$204K 0.51% 46
2023
Q1 		$820K Buy
7,943
+2,280
+40% +$220K 0.54% 44
2022
Q4 		$476K Buy
5,663
+300
+6% +$29.6K 0.33% 57
2022
Q3 		$605K Hold
5,363
– – 0.46% 51
2022
Q2 		$570K Buy
5,363
+463
+9% +$57.9K 0.4% 55
2022
Q1 		$799K Buy
4,900
+2,120
+76% +$328K 0.48% 49
2021
Q4 		$464K Buy
2,780
+100
+4% +$17.1K 0.27% 69
2021
Q3 		$440K Buy
2,680
+40
+2% +$6.9K 0.27% 67
2021
Q2 		$454K Hold
2,640
– – 0.29% 67
2021
Q1 		$407K Buy
2,640
+360
+16% +$57.1K 0.27% 65
2020
Q4 		$371K Hold
2,280
– – 0.27% 66
2020
Q3 		$359K Sell
2,280
-120
-5% -$18.9K 0.31% 61
2020
Q2 		$331K Buy
+2,400
New +$290K 0.3% 64
2020
Q1 		– Sell
-2,260
Closed -$209K – 82
2019
Q4 		$209K Buy
+2,260
New +$200K 0.18% 82

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

Arbor Trust Wealth Advisors's AMZN Position: Q1 2026 in Review

Arbor Trust Wealth Advisors reduced its Amazon (AMZN) stake by 0.63% in Q1 2026, selling an estimated $4.4K and leaving 3,164 shares worth $659K. The position accounts for 0.29% of the portfolio, ranked #56.

Arbor Trust Wealth Advisors first reported a position in AMZN in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.26M in Q4 2024. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Arbor Trust Wealth Advisors held 3,164 shares of Amazon worth $659K as of Q1 2026.
  • Arbor Trust Wealth Advisors sold 20 Amazon shares in Q1 2026, an estimated $4.4K.
  • Amazon made up 0.29% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #56 holding.
  • Arbor Trust Wealth Advisors first reported a position in Amazon in Q4 2019 and has held it in 25 quarters since.
  • Arbor Trust Wealth Advisors's Amazon position peaked at $1.26M in Q4 2024.
  • 5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.