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Bell & Brown Wealth Advisors’s Amazon AMZN Stock Holding History

Bell & Brown Wealth Advisors’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 		$7.99M Buy
38,366
+368
+1% +$81K 2.59% 10
2025
Q4 		$8.77M Sell
37,998
-85
-0.2% -$19.4K 2.82% 9
2025
Q3 		$8.36M Buy
38,083
+110
+0.3% +$24.9K 2.74% 10
2025
Q2 		$8.32M Sell
37,973
-1,047
-3% -$207K 2.97% 8
2025
Q1 		$7.42M Sell
39,020
-404
-1% -$87.7K 2.9% 9
2024
Q4 		$8.65M Buy
39,424
+741
+2% +$152K 3.22% 6
2024
Q3 		$7.21M Buy
38,683
+143
+0.4% +$26.1K 2.82% 8
2024
Q2 		$7.45M Buy
38,540
+383
+1% +$70.4K 2.85% 8
2024
Q1 		$6.88M Sell
38,157
-599
-2% -$100K 2.95% 10
2023
Q4 		$5.89M Buy
+38,756
New +$5.43M 2.73% 11
2023
Q2 		$5.02M Buy
38,540
+415
+1% +$47.4K 2.51% 11
2023
Q1 		$3.94M Buy
38,125
+1,022
+3% +$98.7K 2.1% 19
2022
Q4 		$3.12M Buy
37,103
+5,128
+16% +$507K 1.71% 23
2022
Q3 		$3.61M Sell
31,975
-10,616
-25% -$1.34M 2.23% 16
2022
Q2 		$4.52M Buy
42,591
+11,431
+37% +$1.43M 2.42% 12
2022
Q1 		$5.08M Buy
31,160
+320
+1% +$49.4K 2.3% 14
2021
Q4 		$4.99M Buy
30,840
+2,460
+9% +$421K 2.41% 14
2021
Q3 		$4.66M Buy
+28,380
New +$4.9M 2.51% 13
2020
Q3 		$4.61M Buy
29,060
+100
+0.3% +$15.8K 3.33% 5
2020
Q2 		$4.61M Sell
28,960
-600
-2% -$72.5K 3.6% 4
2020
Q1 		$3.56M Buy
+29,560
New +$2.86M 3.3% 3
2019
Q4 		– Sell
-2,980
Closed -$258K – 82
2019
Q3 		$258K Hold
2,980
– – 0.21% 73
2019
Q2 		$282K Buy
2,980
+200
+7% +$18.6K 0.25% 71
2019
Q1 		$248K Hold
2,780
– – 0.23% 75
2018
Q4 		$209K Hold
2,780
– – 0.22% 74
2018
Q3 		$222K Sell
2,780
-20
-0.7% -$1.88K 0.21% 79
2018
Q2 		$238K Buy
+2,800
New +$222K 0.24% 76

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

Bell & Brown Wealth Advisors's AMZN Position: Q1 2026 in Review

Bell & Brown Wealth Advisors increased its Amazon (AMZN) stake by 0.97% in Q1 2026, buying an estimated $81K and bringing the position to 38,366 shares worth $7.99M. The position accounts for 2.59% of the portfolio, ranked #10.

Bell & Brown Wealth Advisors first reported a position in AMZN in Q2 2018 and has held it in 27 quarters since. The position peaked at $8.77M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Bell & Brown Wealth Advisors held 38,366 shares of Amazon worth $7.99M as of Q1 2026.
  • Bell & Brown Wealth Advisors bought 368 Amazon shares in Q1 2026, an estimated $81K.
  • Amazon made up 2.59% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #10 holding.
  • Bell & Brown Wealth Advisors first reported a position in Amazon in Q2 2018 and has held it in 27 quarters since.
  • Bell & Brown Wealth Advisors's Amazon position peaked at $8.77M in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.