AWA
AMZN icon

Archvest Wealth Advisors’s Amazon AMZN Stock Holding History

Archvest 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 		$177K Sell
8,510
-1,527
-15% -$336K 0.11% 73
2025
Q4 		$2.32M Buy
10,037
+61
+0.6% +$14K 1.48% 13
2025
Q3 		$2.19M Sell
9,976
-165
-2% -$37.3K 1.94% 11
2025
Q2 		$2.22M Buy
10,141
+370
+4% +$73.2K 1.94% 13
2025
Q1 		$1.86M Buy
9,771
+765
+8% +$166K 1.54% 16
2024
Q4 		$1.98M Buy
9,006
+2,095
+30% +$429K 1.43% 16
2024
Q3 		$1.29M Buy
6,911
+169
+3% +$30.8K 0.82% 24
2024
Q2 		$1.33M Buy
6,742
+795
+13% +$146K 0.88% 21
2024
Q1 		$1.08M Buy
5,947
+470
+9% +$78.5K 0.76% 19
2023
Q4 		$832K Sell
5,477
-477
-8% -$66.9K 0.63% 23
2023
Q3 		$757K Buy
5,954
+130
+2% +$17.4K 0.62% 24
2023
Q2 		$759K Buy
5,824
+75
+1% +$8.56K 0.62% 24
2023
Q1 		$594K Buy
5,749
+922
+19% +$89.1K 0.53% 26
2022
Q4 		$405K Buy
4,827
+906
+23% +$89.5K 0.4% 31
2022
Q3 		$443K Sell
3,921
-19
-0.5% -$2.4K 0.45% 27
2022
Q2 		$418K Buy
3,940
+440
+13% +$55.1K 0.42% 27
2022
Q1 		$570K Buy
3,500
+260
+8% +$40.2K 0.51% 24
2021
Q4 		$540K Buy
+3,240
New +$555K 0.47% 26

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

Archvest Wealth Advisors's AMZN Position: Q1 2026 in Review

Archvest Wealth Advisors reduced its Amazon (AMZN) stake by 15% in Q1 2026, selling an estimated $336K and leaving 8,510 shares worth $177K. The position accounts for 0.11% of the portfolio, ranked #73.

Archvest Wealth Advisors first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.32M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Archvest Wealth Advisors held 8,510 shares of Amazon worth $177K as of Q1 2026.
  • Archvest Wealth Advisors sold 1,527 Amazon shares in Q1 2026, an estimated $336K.
  • Amazon made up 0.11% of Archvest Wealth Advisors's portfolio in Q1 2026, its #73 holding.
  • Archvest Wealth Advisors first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • Archvest Wealth Advisors's Amazon position peaked at $2.32M in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.