CWM
AMZN icon

Castle Wealth Management’s Amazon AMZN Stock Holding History

Castle 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 		$2.73M Sell
13,099
-787
-6% -$173K 0.88% 36
2025
Q4 		$3.21M Sell
13,886
-674
-5% -$154K 1.06% 30
2025
Q3 		$3.2M Sell
14,560
-724
-5% -$164K 1.08% 29
2025
Q2 		$3.35M Buy
15,284
+139
+0.9% +$27.5K 1.22% 25
2025
Q1 		$2.88M Buy
15,145
+632
+4% +$137K 1.13% 28
2024
Q4 		$3.18M Buy
14,513
+38
+0.3% +$7.77K 1.25% 26
2024
Q3 		$2.7M Buy
14,475
+2,092
+17% +$382K 1.08% 31
2024
Q2 		$2.39M Sell
12,383
-143
-1% -$26.3K 1.15% 31
2024
Q1 		$2.26M Sell
12,526
-822
-6% -$137K 1.18% 31
2023
Q4 		$2.03M Sell
13,348
-98
-0.7% -$13.7K 1.22% 28
2023
Q3 		$1.71M Buy
13,446
+737
+6% +$98.8K 1.22% 28
2023
Q2 		$1.66M Sell
12,709
-373
-3% -$42.6K 1.16% 28
2023
Q1 		$1.35M Sell
13,082
-55
-0.4% -$5.31K 1.05% 30
2022
Q4 		$1.1M Sell
13,137
-3,049
-19% -$301K 0.69% 34
2022
Q3 		$1.83M Buy
16,186
+1,365
+9% +$173K 1.11% 25
2022
Q2 		$1.57M Buy
+14,821
New +$1.85M 0.92% 27

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