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Atlantic Private Wealth’s Amazon AMZN Stock Holding History

Atlantic Private Wealth’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 		$77.1K Sell
370
-192
-34% -$42.3K 0.05% 103
2025
Q4 		$130K Buy
562
+47
+9% +$10.8K 0.08% 72
2025
Q3 		$113K Hold
515
– – 0.07% 74
2025
Q2 		$113K Buy
515
+145
+39% +$28.7K 0.08% 68
2025
Q1 		$70.4K Hold
370
– – 0.05% 97
2024
Q4 		$81.2K Hold
370
– – 0.06% 68
2024
Q3 		$68.9K Buy
370
+350
+1,750% +$63.9K 0.05% 72
2024
Q2 		$3.87K Sell
20
-400
-95% -$73.5K ﹤0.01% 91
2024
Q1 		$75.8K Hold
420
– – 0.06% 57
2023
Q4 		$63.8K Hold
420
– – 0.06% 59
2023
Q3 		$53.4K Hold
420
– – 0.05% 56
2023
Q2 		$54.8K Hold
420
– – 0.06% 55
2023
Q1 		$43.4K Buy
+420
New +$40.6K 0.05% 51

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

Atlantic Private Wealth's AMZN Position: Q1 2026 in Review

Atlantic Private Wealth reduced its Amazon (AMZN) stake by 34% in Q1 2026, selling an estimated $42.3K and leaving 370 shares worth $77.1K. The position accounts for 0.05% of the portfolio, ranked #103.

Atlantic Private Wealth first reported a position in AMZN in Q1 2023 and has held it in 13 quarters since. The position peaked at $130K in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Atlantic Private Wealth held 370 shares of Amazon worth $77.1K as of Q1 2026.
  • Atlantic Private Wealth sold 192 Amazon shares in Q1 2026, an estimated $42.3K.
  • Amazon made up 0.05% of Atlantic Private Wealth's portfolio in Q1 2026, its #103 holding.
  • Atlantic Private Wealth first reported a position in Amazon in Q1 2023 and has held it in 13 quarters since.
  • Atlantic Private Wealth's Amazon position peaked at $130K in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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