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Cahaba Wealth Management’s Amazon AMZN Stock Holding History

Cahaba 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 		$2.49M Buy
11,944
+200
+2% +$44K 0.17% 32
2025
Q4 		$2.71M Sell
11,744
-9
-0.1% -$2.06K 0.19% 30
2025
Q3 		$2.58M Sell
11,753
-436
-4% -$98.7K 0.19% 30
2025
Q2 		$2.67M Sell
12,189
-531
-4% -$105K 0.21% 30
2025
Q1 		$2.42M Buy
12,720
+139
+1% +$30.2K 0.2% 31
2024
Q4 		$2.76M Sell
12,581
-638
-5% -$131K 0.23% 28
2024
Q3 		$2.46M Buy
13,219
+532
+4% +$97.1K 0.2% 32
2024
Q2 		$2.45M Sell
12,687
-72
-0.6% -$13.2K 0.22% 31
2024
Q1 		$2.3M Buy
12,759
+1,372
+12% +$229K 0.21% 32
2023
Q4 		$1.73M Sell
11,387
-491
-4% -$68.8K 0.17% 35
2023
Q3 		$1.51M Buy
11,878
+2,138
+22% +$286K 0.17% 35
2023
Q2 		$1.27M Sell
9,740
-507
-5% -$57.9K 0.14% 40
2023
Q1 		$1.06M Sell
10,247
-217
-2% -$21K 0.12% 44
2022
Q4 		$879K Buy
10,464
+1,291
+14% +$128K 0.11% 46
2022
Q3 		$1.04M Buy
9,173
+633
+7% +$80K 0.14% 41
2022
Q2 		$907K Sell
8,540
-660
-7% -$82.6K 0.13% 48
2022
Q1 		$1.14M Buy
9,200
+2,580
+39% +$399K 0.16% 44
2021
Q4 		$1.1M Sell
6,620
-380
-5% -$65K 0.15% 42
2021
Q3 		$1.15M Buy
7,000
+4,420
+171% +$762K 0.17% 42
2021
Q2 		$429K Sell
2,580
-1,040
-29% -$173K 0.07% 59
2021
Q1 		$561K Buy
3,620
+520
+17% +$82.4K 0.09% 55
2020
Q4 		$511K Buy
3,100
+220
+8% +$35.1K 0.08% 57
2020
Q3 		$454K Buy
2,880
+220
+8% +$34.7K 0.09% 56
2020
Q2 		$404K Buy
2,660
+180
+7% +$21.7K 0.08% 55
2020
Q1 		$242K Buy
2,480
+260
+12% +$25.2K 0.06% 64
2019
Q4 		$205K Sell
2,220
-460
-17% -$40.7K 0.05% 72
2019
Q3 		$233K Buy
2,680
+340
+15% +$31.5K 0.06% 67
2019
Q2 		$222K Buy
+2,340
New +$218K 0.06% 67
2018
Q4 		– Sell
-3,960
Closed -$396K – 72
2018
Q3 		$396K Buy
+3,960
New +$372K 0.13% 52

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

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

Cahaba Wealth Management increased its Amazon (AMZN) stake by 1.7% in Q1 2026, buying an estimated $44K and bringing the position to 11,944 shares worth $2.49M. The position accounts for 0.17% of the portfolio, ranked #32.

Cahaba Wealth Management first reported a position in AMZN in Q3 2018 and has held it in 29 quarters since. The position peaked at $2.76M in Q4 2024. 5,978 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Cahaba Wealth Management held 11,944 shares of Amazon worth $2.49M as of Q1 2026.
  • Cahaba Wealth Management bought 200 Amazon shares in Q1 2026, an estimated $44K.
  • Amazon made up 0.17% of Cahaba Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Cahaba Wealth Management first reported a position in Amazon in Q3 2018 and has held it in 29 quarters since.
  • Cahaba Wealth Management's Amazon position peaked at $2.76M in Q4 2024.
  • 5,978 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Cahaba Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.