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AMZN icon

Bradley & Co Private Wealth Management’s Amazon AMZN Stock Holding History

Bradley & Co Private 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 		$10.4M Buy
49,727
+3,288
+7% +$724K 5.46% 10
2025
Q4 		$10.7M Sell
46,439
-1,133
-2% -$259K 5.67% 10
2025
Q3 		$10.4M Buy
47,572
+11
+0% +$2.49K 5.78% 10
2025
Q2 		$10.4M Sell
47,561
-431
-0.9% -$85.3K 6.39% 9
2025
Q1 		$9.13M Sell
47,992
-3,783
-7% -$821K 6.24% 8
2024
Q4 		$11.4M Buy
+51,775
New +$10.6M 7.09% 6
2024
Q2 		$8.99M Sell
46,516
-1,736
-4% -$319K 6.65% 8
2024
Q1 		$8.7M Sell
48,252
-7,260
-13% -$1.21M 7.04% 6
2023
Q4 		$8.43M Sell
55,512
-275
-0.5% -$38.5K 7.81% 3
2023
Q3 		$7.09M Sell
55,787
-24
-0% -$3.22K 7.4% 5
2023
Q2 		$7.28M Buy
55,811
+787
+1% +$89.9K 7.2% 5
2023
Q1 		$5.68M Buy
55,024
+10,236
+23% +$989K 6.23% 6
2022
Q4 		$3.76M Buy
44,788
+477
+1% +$47.1K 4.58% 10
2022
Q3 		$5.01M Buy
44,311
+325
+0.7% +$41.1K 5.97% 8
2022
Q2 		$4.67M Buy
43,986
+986
+2% +$123K 5.15% 8
2022
Q1 		$7.01M Buy
43,000
+3,900
+10% +$603K 6.02% 7
2021
Q4 		$6.52M Buy
39,100
+740
+2% +$127K 5.22% 8
2021
Q3 		$6.3M Buy
38,360
+120
+0.3% +$20.7K 5.44% 6
2021
Q2 		$6.58M Sell
38,240
-60
-0.2% -$9.97K 5.74% 5
2021
Q1 		$5.92M Buy
+38,300
New +$6.07M 5.47% 4

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

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

Bradley & Co Private Wealth Management increased its Amazon (AMZN) stake by 7.1% in Q1 2026, buying an estimated $724K and bringing the position to 49,727 shares worth $10.4M. The position accounts for 5.46% of the portfolio, ranked #10.

Bradley & Co Private Wealth Management first reported a position in AMZN in Q1 2021 and has held it in 20 quarters since. The position peaked at $11.4M in Q4 2024. 5,980 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Bradley & Co Private Wealth Management held 49,727 shares of Amazon worth $10.4M as of Q1 2026.
  • Bradley & Co Private Wealth Management bought 3,288 Amazon shares in Q1 2026, an estimated $724K.
  • Amazon made up 5.46% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Bradley & Co Private Wealth Management first reported a position in Amazon in Q1 2021 and has held it in 20 quarters since.
  • Bradley & Co Private Wealth Management's Amazon position peaked at $11.4M in Q4 2024.
  • 5,980 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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