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Cadence Wealth Management’s Amazon AMZN Stock Holding History

Cadence 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 		$300K Buy
1,438
+81
+6% +$17.8K 0.13% 49
2025
Q4 		$313K Buy
1,357
+29
+2% +$6.63K 0.15% 48
2025
Q3 		$292K Buy
1,328
+45
+4% +$10.2K 0.15% 50
2025
Q2 		$282K Buy
1,283
+10
+0.8% +$1.98K 0.19% 46
2025
Q1 		$242K Sell
1,273
-12
-0.9% -$2.6K 0.18% 42
2024
Q4 		$282K Buy
1,285
+88
+7% +$18K 0.19% 40
2024
Q3 		$223K Hold
1,197
– – 0.18% 44
2024
Q2 		$231K Buy
1,197
+11
+0.9% +$2.02K 0.16% 42
2024
Q1 		$214K Buy
+1,186
New +$198K 0.22% 36

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

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

Cadence Wealth Management increased its Amazon (AMZN) stake by 6% in Q1 2026, buying an estimated $17.8K and bringing the position to 1,438 shares worth $300K. The position accounts for 0.13% of the portfolio, ranked #49.

Cadence Wealth Management first reported a position in AMZN in Q1 2024 and has held it in 9 quarters since. The position peaked at $313K in Q4 2025. 5,981 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Cadence Wealth Management held 1,438 shares of Amazon worth $300K as of Q1 2026.
  • Cadence Wealth Management bought 81 Amazon shares in Q1 2026, an estimated $17.8K.
  • Amazon made up 0.13% of Cadence Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Cadence Wealth Management first reported a position in Amazon in Q1 2024 and has held it in 9 quarters since.
  • Cadence Wealth Management's Amazon position peaked at $313K in Q4 2025.
  • 5,981 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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