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Arcadia Wealth Management (New York)’s Amazon AMZN Stock Holding History

Arcadia Wealth Management (New York)’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 		$437K Buy
2,099
+233
+12% +$51.3K 0.24% 35
2025
Q4 		$431K Buy
1,866
+255
+16% +$58.3K 0.25% 35
2025
Q3 		$354K Sell
1,611
-181
-10% -$41K 0.21% 40
2025
Q2 		$393K Hold
1,792
– – 0.27% 37
2025
Q1 		$341K Sell
1,792
-53
-3% -$11.5K 0.27% 37
2024
Q4 		$405K Buy
+1,845
New +$377K 0.34% 35

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

Arcadia Wealth Management (New York)'s AMZN Position: Q1 2026 in Review

Arcadia Wealth Management (New York) increased its Amazon (AMZN) stake by 12% in Q1 2026, buying an estimated $51.3K and bringing the position to 2,099 shares worth $437K. The position accounts for 0.24% of the portfolio, ranked #35.

Arcadia Wealth Management (New York) first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Arcadia Wealth Management (New York) held 2,099 shares of Amazon worth $437K as of Q1 2026.
  • Arcadia Wealth Management (New York) bought 233 Amazon shares in Q1 2026, an estimated $51.3K.
  • Amazon made up 0.24% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #35 holding.
  • Arcadia Wealth Management (New York) first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.