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AMZN icon

Breakthru Advisory Services’s Amazon AMZN Stock Holding History

Breakthru Advisory Services’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 		$1.21M Sell
5,826
-1,181
-17% -$260K 1.95% 16
2025
Q4 		$1.62M Buy
7,007
+380
+6% +$86.9K 1.03% 19
2025
Q3 		$1.46M Buy
+6,627
New +$1.5M 0.96% 18
2025
Q1 		– Sell
-5,371
Closed -$1.18M – 13
2024
Q4 		$1.18M Buy
+5,371
New +$1.1M 1.07% 16

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

Breakthru Advisory Services's AMZN Position: Q1 2026 in Review

Breakthru Advisory Services reduced its Amazon (AMZN) stake by 17% in Q1 2026, selling an estimated $260K and leaving 5,826 shares worth $1.21M. The position accounts for 1.95% of the portfolio, ranked #16.

Breakthru Advisory Services first reported a position in AMZN in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.62M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Breakthru Advisory Services held 5,826 shares of Amazon worth $1.21M as of Q1 2026.
  • Breakthru Advisory Services sold 1,181 Amazon shares in Q1 2026, an estimated $260K.
  • Amazon made up 1.95% of Breakthru Advisory Services's portfolio in Q1 2026, its #16 holding.
  • Breakthru Advisory Services first reported a position in Amazon in Q4 2024 and has held it in 4 quarters since.
  • Breakthru Advisory Services's Amazon position peaked at $1.62M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Breakthru Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.