Aspen Wealth Strategies’s Amazon AMZN Stock Holding History

Aspen Wealth Strategies’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	$1.44M	Sell	6,925 -35	-0.5%	-$7.71K	0.77%	27
2025 Q4	$1.61M	Buy	6,960 +25	+0.4%	+$5.72K	0.88%	22
2025 Q3	$1.52M	Sell	6,935 -8	-0.1%	-$1.81K	0.85%	19
2025 Q2	$1.52M	Sell	6,943 -25	-0.4%	-$4.95K	0.92%	19
2025 Q1	$1.33M	Sell	6,968 -79	-1%	-$17.1K	0.87%	22
2024 Q4	$1.55M	Buy	7,047 +87	+1%	+$17.8K	0.99%	18
2024 Q3	$1.3M	Buy	6,960 +62	+0.9%	+$11.3K	0.84%	18
2024 Q2	$1.3M	Sell	6,898 -587	-8%	-$108K	0.9%	18
2024 Q1	$1.35M	Sell	7,485 -1,519	-17%	-$254K	0.93%	17
2023 Q4	$1.37M	Hold	9,004	–	–	0.99%	19
2023 Q3	$1.14M	Sell	9,004 -62	-0.7%	-$8.31K	0.89%	19
2023 Q2	$1.18M	Sell	9,066 -5,109	-36%	-$583K	0.9%	17
2023 Q1	$1.46M	Sell	14,175 -177	-1%	-$17.1K	1.14%	15
2022 Q4	$1.21M	Buy	+14,352	New	+$1.42M	0.97%	16

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aspen Wealth Strategies's AMZN Position: Q1 2026 in Review

Aspen Wealth Strategies reduced its Amazon (AMZN) stake by 0.5% in Q1 2026, selling an estimated $7.71K and leaving 6,925 shares worth $1.44M. The position accounts for 0.77% of the portfolio, ranked #27.

Aspen Wealth Strategies first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.61M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Aspen Wealth Strategies held 6,925 shares of Amazon worth $1.44M as of Q1 2026.
Aspen Wealth Strategies sold 35 Amazon shares in Q1 2026, an estimated $7.71K.
Amazon made up 0.77% of Aspen Wealth Strategies's portfolio in Q1 2026, its #27 holding.
Aspen Wealth Strategies first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
Aspen Wealth Strategies's Amazon position peaked at $1.61M in Q4 2025.
5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.