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Ariadne Wealth Management’s Amazon AMZN Stock Holding History

Ariadne 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 		$2.15M Sell
10,336
-534
-5% -$118K 0.97% 24
2025
Q4 		$2.17M Sell
10,870
-67
-0.6% -$15.3K 0.9% 26
2025
Q3 		$2.6M Sell
10,937
-335
-3% -$75.8K 1.16% 20
2025
Q2 		$2.53M Buy
11,272
+518
+5% +$103K 1.21% 20
2025
Q1 		$2.08M Sell
10,754
-291
-3% -$63.1K 1.08% 19
2024
Q4 		$2.58M Buy
11,045
+480
+5% +$98.2K 1.18% 16
2024
Q3 		$2.22M Buy
+10,565
New +$1.93M 1.21% 16

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

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

Ariadne Wealth Management reduced its Amazon (AMZN) stake by 4.9% in Q1 2026, selling an estimated $118K and leaving 10,336 shares worth $2.15M. The position accounts for 0.97% of the portfolio, ranked #24.

Ariadne Wealth Management first reported a position in AMZN in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.6M in Q3 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Ariadne Wealth Management held 10,336 shares of Amazon worth $2.15M as of Q1 2026.
  • Ariadne Wealth Management sold 534 Amazon shares in Q1 2026, an estimated $118K.
  • Amazon made up 0.97% of Ariadne Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Ariadne Wealth Management first reported a position in Amazon in Q3 2024 and has held it in 7 quarters since.
  • Ariadne Wealth Management's Amazon position peaked at $2.6M in Q3 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.