Carson Wealth (CWM LLC)’s Amazon AMZN Stock Holding History

Carson Wealth (CWM LLC)’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
2022 Q2	–	Sell	-2,000	Closed	-$3K	–	3758
2022 Q1	$3K	Hold	2,000	–	–	﹤0.01%	2995
2021 Q4	$5K	Buy	+2,000	New	+$342K	﹤0.01%	2690
2021 Q2	$11K	Hold	2,000	–	–	﹤0.01%	2043
2021 Q1	$11K	Hold	2,000	–	–	﹤0.01%	2043
2020 Q4	$11K	Hold	2,000	–	–	﹤0.01%	2043
2020 Q3	$11K	Hold	2,000	–	–	﹤0.01%	2042
2020 Q2	$11K	Hold	2,000	–	–	﹤0.01%	2042
2020 Q1	$11K	Hold	2,000	–	–	﹤0.01%	2042
2019 Q4	$11K	Hold	2,000	–	–	﹤0.01%	2042
2019 Q3	$11K	Hold	2,000	–	–	﹤0.01%	2042
2019 Q2	$11K	Hold	2,000	–	–	﹤0.01%	2042
2019 Q1	$11K	Buy	+2,000	New	+$166K	﹤0.01%	2042

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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. 5,990 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.
5,990 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.