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Campbell Wealth Management’s Amazon AMZN Stock Holding History

Campbell 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
2024
Q4 		$1.84M Buy
8,389
+5,083
+154% +$1.04M 0.17% 23
2024
Q3 		$616K Sell
3,306
-7,825
-70% -$1.43M 0.05% 29
2024
Q2 		$2.15M Buy
11,131
+4,123
+59% +$757K 0.69% 11
2024
Q1 		$1.26M Buy
7,008
+4,928
+237% +$823K 0.13% 26
2023
Q4 		$316K Sell
2,080
-3,781
-65% -$530K 0.04% 47
2023
Q3 		$745K Buy
5,861
+1,041
+22% +$139K 0.09% 27
2023
Q2 		$628K Buy
4,820
+520
+12% +$59.4K 0.08% 31
2023
Q1 		$444K Sell
4,300
-158
-4% -$15.3K 0.06% 40
2022
Q4 		$374K Sell
4,458
-562
-11% -$55.5K 0.05% 42
2022
Q3 		$567K Buy
5,020
+1,060
+27% +$134K 0.08% 32
2022
Q2 		$421K Sell
3,960
-680
-15% -$85.1K 0.06% 28
2022
Q1 		$756K Sell
4,640
-380
-8% -$58.7K 0.09% 23
2021
Q4 		$837K Buy
5,020
+380
+8% +$65K 0.1% 23
2021
Q3 		$762K Buy
4,640
+220
+5% +$37.9K 0.1% 22
2021
Q2 		$760K Buy
4,420
+40
+0.9% +$6.65K 0.1% 22
2021
Q1 		$678K Buy
4,380
+120
+3% +$19K 0.09% 22
2020
Q4 		$694K Sell
4,260
-140
-3% -$22.3K 0.1% 24
2020
Q3 		$693K Hold
4,400
– – 0.11% 25
2020
Q2 		$607K Sell
4,400
-100
-2% -$12.1K 0.11% 25
2020
Q1 		$439K Buy
4,500
+1,320
+42% +$128K 0.1% 25
2019
Q4 		$294K Sell
3,180
-340
-10% -$30.1K 0.06% 48
2019
Q3 		$306K Buy
+3,520
New +$326K 0.07% 42

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Campbell Wealth Management's AMZN Position: Q4 2024 in Review

Campbell Wealth Management increased its Amazon (AMZN) stake by 154% in Q4 2024, buying an estimated $1.04M and bringing the position to 8,389 shares worth $1.84M. The position accounts for 0.17% of the portfolio, ranked #23.

Campbell Wealth Management first reported a position in AMZN in Q3 2019 and has held it in 22 quarters since. The position peaked at $2.15M in Q2 2024. 5,541 funds tracked by Wall St. Rank hold AMZN as of Q4 2024.

  • Campbell Wealth Management held 8,389 shares of Amazon worth $1.84M as of Q4 2024.
  • Campbell Wealth Management bought 5,083 Amazon shares in Q4 2024, an estimated $1.04M.
  • Amazon made up 0.17% of Campbell Wealth Management's portfolio in Q4 2024, its #23 holding.
  • Campbell Wealth Management first reported a position in Amazon in Q3 2019 and has held it in 22 quarters since.
  • Campbell Wealth Management's Amazon position peaked at $2.15M in Q2 2024.
  • 5,541 funds tracked by Wall St. Rank held Amazon as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.