AWA
AMZN icon

ARQ Wealth Advisors’s Amazon AMZN Stock Holding History

ARQ 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 		$2.18M Buy
10,480
+5,556
+113% +$1.22M 0.39% 74
2025
Q4 		$1.14M Buy
4,924
+131
+3% +$30K 0.31% 55
2025
Q3 		$1.05M Buy
4,793
+1,357
+39% +$307K 0.31% 56
2025
Q2 		$654K Hold
3,436
– – 0.22% 61
2025
Q1 		$654K Buy
3,436
+543
+19% +$118K 0.24% 56
2024
Q4 		$635K Buy
2,893
+118
+4% +$24.1K 0.24% 63
2024
Q3 		$495K Buy
2,775
+106
+4% +$19.3K 0.19% 63
2024
Q2 		$516K Sell
2,669
-451
-14% -$82.8K 0.22% 57
2024
Q1 		$563K Buy
3,120
+1,492
+92% +$249K 0.24% 56
2023
Q4 		$247K Buy
+1,628
New +$228K 0.15% 58

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

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

ARQ Wealth Advisors increased its Amazon (AMZN) stake by 113% in Q1 2026, buying an estimated $1.22M and bringing the position to 10,480 shares worth $2.18M. The position accounts for 0.39% of the portfolio, ranked #74.

ARQ Wealth Advisors first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • ARQ Wealth Advisors held 10,480 shares of Amazon worth $2.18M as of Q1 2026.
  • ARQ Wealth Advisors bought 5,556 Amazon shares in Q1 2026, an estimated $1.22M.
  • Amazon made up 0.39% of ARQ Wealth Advisors's portfolio in Q1 2026, its #74 holding.
  • ARQ Wealth Advisors first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.