Carson Wealth (CWM LLC)’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $337M | Buy |
1,619,786
+79,148
| +5% | +$17.4M | 0.89% | 18 |
|
|
2025
Q4 | $356M | Buy |
1,540,638
+69,514
| +5% | +$15.9M | 0.96% | 18 |
|
|
2025
Q3 | $323M | Buy |
1,471,124
+87,822
| +6% | +$19.9M | 0.97% | 16 |
|
|
2025
Q2 | $303M | Buy |
1,383,302
+15,223
| +1% | +$3.01M | 1.07% | 15 |
|
|
2025
Q1 | $260M | Buy |
1,368,079
+80,399
| +6% | +$17.4M | 1.04% | 16 |
|
|
2024
Q4 | $283M | Buy |
1,287,680
+48,569
| +4% | +$9.94M | 1.17% | 16 |
|
|
2024
Q3 | $231M | Buy |
1,239,111
+53,128
| +4% | +$9.69M | 0.99% | 19 |
|
|
2024
Q2 | $229M | Buy |
1,185,983
+11,194
| +1% | +$2.06M | 1.08% | 17 |
|
|
2024
Q1 | $212M | Sell |
1,174,789
-26,804
| -2% | -$4.47M | 1.03% | 18 |
|
|
2023
Q4 | $183M | Buy |
1,201,593
+134,944
| +13% | +$18.9M | 0.98% | 20 |
|
|
2023
Q3 | $136M | Buy |
1,066,649
+18,115
| +2% | +$2.43M | 0.83% | 24 |
|
|
2023
Q2 | $137M | Buy |
1,048,534
+293,027
| +39% | +$33.5M | 0.84% | 23 |
|
|
2023
Q1 | $78M | Sell |
755,507
-2,634
| -0.3% | -$254K | 0.53% | 38 |
|
|
2022
Q4 | $63.7M | Sell |
758,141
-23,578
| -3% | -$2.33M | 0.47% | 44 |
|
|
2022
Q3 | $88.3M | Buy |
781,719
+59,487
| +8% | +$7.52M | 0.7% | 23 |
|
|
2022
Q2 | $76.7M | Buy |
722,232
+45,812
| +7% | +$5.73M | 0.59% | 31 |
|
|
2022
Q1 | $110M | Buy |
676,420
+98,920
| +17% | +$15.3M | 0.78% | 21 |
|
|
2021
Q4 | $96.3M | Buy |
+577,500
| New | +$98.8M | 0.68% | 28 |
|
|
2021
Q2 | $75M | Hold |
436,300
| – | – | 0.6% | 35 |
|
|
2021
Q1 | $75M | Hold |
436,300
| – | – | 0.6% | 35 |
|
|
2020
Q4 | $75M | Hold |
436,300
| – | – | 0.6% | 35 |
|
|
2020
Q3 | $75M | Hold |
436,300
| – | – | 0.6% | 35 |
|
|
2020
Q2 | $75M | Hold |
436,300
| – | – | 0.6% | 35 |
|
|
2020
Q1 | $75M | Hold |
436,300
| – | – | 0.6% | 35 |
|
|
2019
Q4 | $75M | Hold |
436,300
| – | – | 0.6% | 35 |
|
|
2019
Q3 | $75M | Hold |
436,300
| – | – | 0.6% | 35 |
|
|
2019
Q2 | $75M | Hold |
436,300
| – | – | 0.6% | 35 |
|
|
2019
Q1 | $75M | Buy |
436,300
+372,900
| +588% | +$31M | 0.6% | 35 |
|
|
2018
Q4 | $4.76M | Buy |
63,400
+21,120
| +50% | +$1.76M | 0.12% | 161 |
|
|
2018
Q3 | $4.23M | Buy |
42,280
+9,400
| +29% | +$884K | 0.11% | 180 |
|
|
2018
Q2 | $2.79M | Buy |
32,880
+2,160
| +7% | +$171K | 0.09% | 181 |
|
|
2018
Q1 | $2.22M | Buy |
30,720
+1,780
| +6% | +$127K | 0.09% | 164 |
|
|
2017
Q4 | $1.69M | Buy |
28,940
+2,660
| +10% | +$146K | 0.08% | 190 |
|
|
2017
Q3 | $1.26M | Buy |
26,280
+5,480
| +26% | +$269K | 0.06% | 186 |
|
|
2017
Q2 | $1.01M | Sell |
20,800
-520
| -2% | -$24.8K | 0.05% | 194 |
|
|
2017
Q1 | $945K | Sell |
21,320
-22,880
| -52% | -$954K | 0.05% | 188 |
|
|
2016
Q4 | $1.66M | Buy |
44,200
+22,060
| +100% | +$864K | 0.1% | 160 |
|
|
2016
Q3 | $927K | Buy |
22,140
+12,640
| +133% | +$484K | 0.06% | 172 |
|
|
2016
Q2 | $340K | Buy |
9,500
+5,260
| +124% | +$178K | 0.02% | 219 |
|
|
2016
Q1 | $126K | Buy |
4,240
+2,240
| +112% | +$63.6K | 0.01% | 258 |
|
|
2015
Q4 | $68K | Hold |
2,000
| – | – | 0.01% | 291 |
|
|
2015
Q3 | $51K | Buy |
+2,000
| New | +$50.6K | 0.01% | 287 |
|
|
2014
Q1 | – | Sell |
-3,280
| Closed | -$65K | – | 161 |
|
|
2013
Q4 | $65K | Sell |
3,280
-80
| -2% | -$1.44K | 0.01% | 237 |
|
|
2013
Q3 | $53K | Buy |
+3,360
| New | +$50.1K | 0.01% | 184 |
|
Other funds holding AMZN
Carson Wealth (CWM LLC)'s AMZN Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Amazon (AMZN) stake by 5.1% in Q1 2026, buying an estimated $17.4M and bringing the position to 1,619,786 shares worth $337M. The position accounts for 0.89% of the portfolio, ranked #18.
Carson Wealth (CWM LLC) first reported a position in AMZN in Q3 2013 and has held it in 44 quarters since. The position peaked at $356M in Q4 2025. 6,010 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Carson Wealth (CWM LLC) held 1,619,786 shares of Amazon worth $337M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 79,148 Amazon shares in Q1 2026, an estimated $17.4M.
- Amazon made up 0.89% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #18 holding.
- Carson Wealth (CWM LLC) first reported a position in Amazon in Q3 2013 and has held it in 44 quarters since.
- Carson Wealth (CWM LLC)'s Amazon position peaked at $356M in Q4 2025.
- 6,010 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.