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Cabot Wealth Management’s Amazon AMZN Stock Holding History

Cabot 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 		$967K Buy
4,641
+100
+2% +$22K 0.11% 93
2025
Q4 		$1.05M Buy
4,541
+50
+1% +$11.4K 0.12% 94
2025
Q3 		$986K Hold
4,491
– – 0.11% 99
2025
Q2 		$985K Sell
4,491
-191
-4% -$37.8K 0.12% 96
2025
Q1 		$891K Sell
4,682
-15
-0.3% -$3.25K 0.11% 94
2024
Q4 		$1.03M Sell
4,697
-199
-4% -$40.7K 0.13% 92
2024
Q3 		$912K Buy
4,896
+219
+5% +$40K 0.11% 98
2024
Q2 		$904K Sell
4,677
-80
-2% -$14.7K 0.12% 104
2024
Q1 		$858K Buy
4,757
+80
+2% +$13.4K 0.11% 103
2023
Q4 		$711K Sell
4,677
-340
-7% -$47.7K 0.1% 101
2023
Q3 		$638K Hold
5,017
– – 0.1% 104
2023
Q2 		$654K Hold
5,017
– – 0.1% 105
2023
Q1 		$518K Sell
5,017
-3,461
-41% -$334K 0.08% 106
2022
Q4 		$712K Sell
8,478
-1,914
-18% -$189K 0.12% 96
2022
Q3 		$1.17M Sell
10,392
-2,843
-21% -$359K 0.2% 86
2022
Q2 		$1.41M Buy
13,235
+115
+0.9% +$14.4K 0.22% 82
2022
Q1 		$2.14M Sell
13,120
-80
-0.6% -$12.4K 0.29% 79
2021
Q4 		$2.2M Buy
13,200
+360
+3% +$61.6K 0.28% 83
2021
Q3 		$2.11M Buy
12,840
+5,600
+77% +$966K 0.28% 78
2021
Q2 		$1.25M Buy
7,240
+20
+0.3% +$3.32K 0.17% 90
2021
Q1 		$1.12M Buy
7,220
+2,940
+69% +$466K 0.16% 88
2020
Q4 		$697K Sell
4,280
-1,760
-29% -$281K 0.11% 91
2020
Q3 		$951K Buy
6,040
+160
+3% +$25.2K 0.17% 80
2020
Q2 		$811K Buy
+5,880
New +$710K 0.16% 80
2013
Q3 		– Sell
-43,000
Closed -$597K – 150
2013
Q2 		$597K Buy
+43,000
New +$573K 0.21% 132

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

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

Cabot Wealth Management increased its Amazon (AMZN) stake by 2.2% in Q1 2026, buying an estimated $22K and bringing the position to 4,641 shares worth $967K. The position accounts for 0.11% of the portfolio, ranked #93.

Cabot Wealth Management first reported a position in AMZN in Q2 2013 and has held it in 25 quarters since. The position peaked at $2.2M in Q4 2021. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Cabot Wealth Management held 4,641 shares of Amazon worth $967K as of Q1 2026.
  • Cabot Wealth Management bought 100 Amazon shares in Q1 2026, an estimated $22K.
  • Amazon made up 0.11% of Cabot Wealth Management's portfolio in Q1 2026, its #93 holding.
  • Cabot Wealth Management first reported a position in Amazon in Q2 2013 and has held it in 25 quarters since.
  • Cabot Wealth Management's Amazon position peaked at $2.2M in Q4 2021.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Cabot Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.