Cascade Wealth Advisors’s Amazon AMZN Stock Holding History

Cascade Wealth Advisors’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	$281K	Sell	1,030 -65	-6%	-$14.3K	0.12%	55
2025 Q4	$266K	Buy	1,095 +50	+5%	+$11.4K	0.12%	55
2025 Q3	$260K	Hold	1,045	–	–	0.13%	54
2025 Q2	$233K	Buy	+1,045	New	+$207K	0.13%	52
2024 Q3	–	Sell	-1,680	Closed	-$302K	–	50
2024 Q2	$302K	Sell	1,680 -110	-6%	-$20.2K	0.22%	43
2024 Q1	$333K	Buy	+1,790	New	+$299K	0.28%	42

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

Cascade Wealth Advisors's AMZN Position: Q1 2026 in Review

Cascade Wealth Advisors reduced its Amazon (AMZN) stake by 5.9% in Q1 2026, selling an estimated $14.3K and leaving 1,030 shares worth $281K. The position accounts for 0.12% of the portfolio, ranked #55.

Cascade Wealth Advisors first reported a position in AMZN in Q1 2024 and has held it in 6 quarters since. The position peaked at $333K in Q1 2024. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Cascade Wealth Advisors held 1,030 shares of Amazon worth $281K as of Q1 2026.
Cascade Wealth Advisors sold 65 Amazon shares in Q1 2026, an estimated $14.3K.
Amazon made up 0.12% of Cascade Wealth Advisors's portfolio in Q1 2026, its #55 holding.
Cascade Wealth Advisors first reported a position in Amazon in Q1 2024 and has held it in 6 quarters since.
Cascade Wealth Advisors's Amazon position peaked at $333K in Q1 2024.
5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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