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Ball & Co Wealth Management’s Amazon AMZN Stock Holding History

Ball & Co 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 		$128K Hold
616
– – 0.11% 23
2025
Q4 		$142K Hold
616
– – 0.09% 31
2025
Q3 		$135K Buy
616
+15
+2% +$3.4K 0.09% 29
2025
Q2 		$131K Buy
601
+30
+5% +$5.94K 0.14% 23
2025
Q1 		$108K Sell
571
-399
-41% -$86.6K 0.12% 22
2024
Q4 		$212K Buy
+970
New +$198K 0.17% 19

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

Ball & Co Wealth Management's AMZN Position: Q1 2026 in Review

Ball & Co Wealth Management held its Amazon (AMZN) position steady in Q1 2026 at 616 shares worth $128K. The position accounts for 0.11% of the portfolio, ranked #23.

Ball & Co Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $212K in Q4 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Ball & Co Wealth Management held 616 shares of Amazon worth $128K as of Q1 2026.
  • Ball & Co Wealth Management left its Amazon share count unchanged in Q1 2026.
  • Amazon made up 0.11% of Ball & Co Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Ball & Co Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Ball & Co Wealth Management's Amazon position peaked at $212K in Q4 2024.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Ball & Co Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.