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Beta Wealth Group’s Amazon AMZN Stock Holding History

Beta Wealth Group’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 		$1.26M Sell
6,031
-281
-4% -$61.9K 0.52% 40
2025
Q4 		$1.46M Buy
6,312
+813
+15% +$186K 0.59% 42
2025
Q3 		$1.21M Sell
5,499
-11,191
-67% -$2.53M 0.48% 45
2025
Q2 		$3.66M Sell
16,690
-12,845
-43% -$2.54M 1.34% 26
2025
Q1 		$5.62M Sell
29,535
-7,966
-21% -$1.73M 2.02% 16
2024
Q4 		$8.23M Buy
37,501
+1,008
+3% +$206K 3.64% 5
2024
Q3 		$6.8M Sell
36,493
-616
-2% -$112K 3.07% 8
2024
Q2 		$7.17M Sell
37,109
-2,095
-5% -$385K 3.4% 8
2024
Q1 		$7.07M Sell
39,204
-1,063
-3% -$177K 3.44% 8
2023
Q4 		$6.12M Buy
40,267
+8,480
+27% +$1.19M 3.21% 9
2023
Q3 		$4.04M Sell
31,787
-5,361
-14% -$718K 2.39% 13
2023
Q2 		$4.84M Buy
37,148
+5,753
+18% +$657K 2.8% 12
2023
Q1 		$3.24M Sell
31,395
-863
-3% -$83.4K 1.85% 18
2022
Q4 		$2.71M Buy
32,258
+4,337
+16% +$428K 1.82% 21
2022
Q3 		$3.15M Buy
27,921
+3,804
+16% +$481K 2.27% 15
2022
Q2 		$2.56M Buy
24,117
+22,057
+1,071% +$2.76M 1.72% 24
2022
Q1 		$336K Hold
2,060
– – 0.22% 62
2021
Q4 		$338K Hold
2,060
– – 0.24% 47
2021
Q3 		$338K Hold
2,060
– – 0.24% 47
2021
Q2 		$354K Buy
2,060
+300
+17% +$49.9K 0.25% 48
2021
Q1 		$272K Buy
+1,760
New +$279K 0.2% 50

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

Beta Wealth Group's AMZN Position: Q1 2026 in Review

Beta Wealth Group reduced its Amazon (AMZN) stake by 4.5% in Q1 2026, selling an estimated $61.9K and leaving 6,031 shares worth $1.26M. The position accounts for 0.52% of the portfolio, ranked #40.

Beta Wealth Group first reported a position in AMZN in Q1 2021 and has held it in 21 quarters since. The position peaked at $8.23M in Q4 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Beta Wealth Group held 6,031 shares of Amazon worth $1.26M as of Q1 2026.
  • Beta Wealth Group sold 281 Amazon shares in Q1 2026, an estimated $61.9K.
  • Amazon made up 0.52% of Beta Wealth Group's portfolio in Q1 2026, its #40 holding.
  • Beta Wealth Group first reported a position in Amazon in Q1 2021 and has held it in 21 quarters since.
  • Beta Wealth Group's Amazon position peaked at $8.23M in Q4 2024.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.