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Arkadios Wealth Advisors’s Amazon AMZN Stock Holding History

Arkadios 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 		$229K Sell
1,100
-200
-15% -$44K ﹤0.01% 1505
2025
Q4 		$300K Sell
1,300
-400
-24% -$91.5K 0.01% 1258
2025
Q3 		$373K Sell
1,700
-300
-15% -$67.9K 0.01% 1073
2025
Q2 		$439K Buy
2,000
+1,600
+400% +$317K 0.01% 899
2025
Q1 		$76.1K Buy
+400
New +$86.8K ﹤0.01% 1086
2024
Q4 		– Sell
-300
Closed -$55.9K – 946
2024
Q3 		$55.9K Buy
+300
New +$54.7K ﹤0.01% 888

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

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

Arkadios Wealth Advisors increased its Amazon (AMZN) stake by 7.7% in Q1 2026, buying an estimated $5.95M and bringing the position to 377,441 shares worth $78.6M. The position accounts for 1.28% of the portfolio, ranked #5.

Arkadios Wealth Advisors first reported a position in AMZN in Q4 2019 and has held it in 26 quarters since. The position peaked at $80.9M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Arkadios Wealth Advisors held 377,441 shares of Amazon worth $78.6M as of Q1 2026.
  • Arkadios Wealth Advisors bought 27,005 Amazon shares in Q1 2026, an estimated $5.95M.
  • Amazon made up 1.28% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #5 holding.
  • Arkadios Wealth Advisors first reported a position in Amazon in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's Amazon position peaked at $80.9M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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