Aviso Wealth Management’s Amazon AMZN Stock Holding History

Aviso 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	$7.11M	Buy	34,137 +983	+3%	+$216K	3.2%	7
2025 Q4	$7.65M	Buy	33,154 +738	+2%	+$169K	3.22%	7
2025 Q3	$7.12M	Buy	32,416 +735	+2%	+$166K	3.1%	7
2025 Q2	$6.95M	Buy	31,681 +1,019	+3%	+$202K	3.25%	7
2025 Q1	$5.83M	Buy	30,662 +498	+2%	+$108K	3.1%	7
2024 Q4	$6.62M	Buy	30,164 +379	+1%	+$77.5K	3.38%	7
2024 Q3	$5.55M	Buy	29,785 +114	+0.4%	+$20.8K	3.01%	7
2024 Q2	$5.73M	Buy	29,671 +511	+2%	+$93.9K	3.4%	7
2024 Q1	$5.26M	Buy	29,160 +387	+1%	+$64.6K	3.32%	7
2023 Q4	$4.37M	Buy	+28,773	New	+$4.03M	3.17%	6

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

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

Aviso Wealth Management increased its Amazon (AMZN) stake by 3% in Q1 2026, buying an estimated $216K and bringing the position to 34,137 shares worth $7.11M. The position accounts for 3.2% of the portfolio, ranked #7.

Aviso Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.65M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Aviso Wealth Management held 34,137 shares of Amazon worth $7.11M as of Q1 2026.
Aviso Wealth Management bought 983 Amazon shares in Q1 2026, an estimated $216K.
Amazon made up 3.2% of Aviso Wealth Management's portfolio in Q1 2026, its #7 holding.
Aviso Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's Amazon position peaked at $7.65M in Q4 2025.
5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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