AWM
AMZN icon

Avaii Wealth Management’s Amazon AMZN Stock Holding History

Avaii 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 		$1.54M Sell
7,408
-2,314
-24% -$509K 0.54% 28
2025
Q4 		$2.24M Buy
9,722
+506
+5% +$116K 0.81% 21
2025
Q3 		$2.02M Sell
9,216
-26,102
-74% -$5.91M 0.77% 23
2025
Q2 		$7.75M Buy
35,318
+2,249
+7% +$445K 3.44% 9
2025
Q1 		$6.29M Sell
33,069
-11,017
-25% -$2.39M 3.36% 9
2024
Q4 		$9.67M Buy
44,086
+806
+2% +$165K 4.76% 4
2024
Q3 		$8.06M Buy
43,280
+12,783
+42% +$2.33M 4.07% 6
2024
Q2 		$5.89M Buy
30,497
+5,043
+20% +$926K 3.27% 7
2024
Q1 		$4.59M Buy
25,454
+15,679
+160% +$2.62M 2.69% 9
2023
Q4 		$1.49M Sell
9,775
-775
-7% -$109K 0.97% 14
2023
Q3 		$1.34M Buy
10,550
+1,175
+13% +$157K 1.02% 17
2023
Q2 		$1.22M Buy
9,375
+1,649
+21% +$188K 0.94% 18
2023
Q1 		$798K Sell
7,726
-61
-0.8% -$5.89K 0.7% 31
2022
Q4 		$654K Buy
7,787
+488
+7% +$48.2K 0.58% 37
2022
Q3 		$825K Buy
7,299
+261
+4% +$33K 0.86% 25
2022
Q2 		$747K Buy
7,038
+818
+13% +$102K 0.8% 21
2022
Q1 		$1.01M Buy
6,220
+840
+16% +$130K 0.94% 16
2021
Q4 		$897K Buy
+5,380
New +$921K 0.9% 18

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

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

Avaii Wealth Management reduced its Amazon (AMZN) stake by 24% in Q1 2026, selling an estimated $509K and leaving 7,408 shares worth $1.54M. The position accounts for 0.54% of the portfolio, ranked #28.

Avaii Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.67M in Q4 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Avaii Wealth Management held 7,408 shares of Amazon worth $1.54M as of Q1 2026.
  • Avaii Wealth Management sold 2,314 Amazon shares in Q1 2026, an estimated $509K.
  • Amazon made up 0.54% of Avaii Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Avaii Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • Avaii Wealth Management's Amazon position peaked at $9.67M in Q4 2024.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.