BlackDiamond Wealth Management’s Amazon AMZN Stock Holding History

BlackDiamond 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	$3.85M	Buy	18,504 +76	+0.4%	+$16.7K	1.85%	10
2025 Q4	$3.85M	Buy	18,428 +500	+3%	+$114K	1.87%	12
2025 Q3	$3.94M	Buy	17,928 +1,868	+12%	+$423K	2.15%	10
2025 Q2	$3.54M	Buy	16,060 +37	+0.2%	+$7.32K	2.04%	13
2025 Q1	$3.09M	Buy	16,023 +2,484	+18%	+$539K	2.09%	13
2024 Q4	$2.97M	Buy	13,539 +76	+0.6%	+$15.5K	1.72%	13
2024 Q3	$2.81M	Buy	13,463 +1,026	+8%	+$187K	1.7%	17
2024 Q2	$2.06M	Buy	12,437 +2,340	+23%	+$430K	1.36%	24
2024 Q1	$1.82M	Buy	10,097 +77	+0.8%	+$12.9K	1.3%	24
2023 Q4	$1.71M	Buy	10,020 +821	+9%	+$115K	1.25%	25
2023 Q3	$1.22M	Buy	9,199 +577	+7%	+$77.3K	1.1%	25
2023 Q2	$1.11M	Buy	8,622 +3,354	+64%	+$383K	0.94%	28
2023 Q1	$540K	Sell	5,268 -355	-6%	-$34.3K	0.55%	41
2022 Q4	$505K	Buy	5,623 +575	+11%	+$56.8K	0.57%	45
2022 Q3	$609K	Buy	5,048 +20	+0.4%	+$2.53K	0.73%	30
2022 Q2	$617K	Buy	5,028 +688	+16%	+$86.1K	0.77%	33
2022 Q1	$707K	Buy	4,340 +80	+2%	+$12.4K	0.84%	32
2021 Q4	$710K	Buy	+4,260	New	+$729K	0.81%	32

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

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

BlackDiamond Wealth Management increased its Amazon (AMZN) stake by 0.41% in Q1 2026, buying an estimated $16.7K and bringing the position to 18,504 shares worth $3.85M. The position accounts for 1.85% of the portfolio, ranked #10.

BlackDiamond Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.94M in Q3 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

BlackDiamond Wealth Management held 18,504 shares of Amazon worth $3.85M as of Q1 2026.
BlackDiamond Wealth Management bought 76 Amazon shares in Q1 2026, an estimated $16.7K.
Amazon made up 1.85% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #10 holding.
BlackDiamond Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
BlackDiamond Wealth Management's Amazon position peaked at $3.94M in Q3 2025.
5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.