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CCG Wealth Management’s Amazon AMZN Stock Holding History

CCG 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 		$3.34M Buy
16,042
+7,794
+94% +$1.72M 0.91% 21
2025
Q4 		$1.9M Buy
8,248
+607
+8% +$139K 0.82% 22
2025
Q3 		$1.68M Buy
7,641
+786
+11% +$178K 0.79% 25
2025
Q2 		$1.5M Buy
6,855
+140
+2% +$27.7K 0.79% 25
2025
Q1 		$1.28M Buy
6,715
+377
+6% +$81.8K 0.76% 25
2024
Q4 		$1.39M Buy
6,338
+232
+4% +$47.5K 0.77% 23
2024
Q3 		$1.14M Sell
6,106
-89
-1% -$16.2K 0.64% 27
2024
Q2 		$1.2M Sell
6,195
-299
-5% -$54.9K 0.68% 25
2024
Q1 		$1.17M Buy
6,494
+2,420
+59% +$404K 0.71% 25
2023
Q4 		$619K Sell
4,074
-1,530
-27% -$214K 0.42% 30
2023
Q3 		$712K Buy
5,604
+266
+5% +$35.6K 0.47% 28
2023
Q2 		$696K Sell
5,338
-397
-7% -$45.3K 0.44% 28
2023
Q1 		$592K Sell
5,735
-1,324
-19% -$128K 0.39% 28
2022
Q4 		$593K Buy
7,059
+852
+14% +$84.2K 0.33% 37
2022
Q3 		$701K Buy
6,207
+295
+5% +$37.3K 0.43% 31
2022
Q2 		$628K Buy
5,912
+112
+2% +$14K 0.35% 32
2022
Q1 		$945K Buy
5,800
+1,620
+39% +$250K 0.46% 32
2021
Q4 		$697K Sell
4,180
-60
-1% -$10.3K 0.36% 34
2021
Q3 		$696K Buy
4,240
+720
+20% +$124K 0.4% 47
2021
Q2 		$605K Buy
3,520
+860
+32% +$143K 0.47% 32
2021
Q1 		$412K Buy
2,660
+20
+0.8% +$3.17K 0.41% 37
2020
Q4 		$430K Sell
2,640
-380
-13% -$60.6K 0.45% 41
2020
Q3 		$475K Buy
3,020
+780
+35% +$123K 0.45% 28
2020
Q2 		$309K Sell
2,240
-340
-13% -$41.1K 0.29% 31
2020
Q1 		$252K Buy
2,580
+80
+3% +$7.74K 0.24% 45
2019
Q4 		$231K Buy
+2,500
New +$221K 0.15% 82

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

CCG Wealth Management's AMZN Position: Q1 2026 in Review

CCG Wealth Management increased its Amazon (AMZN) stake by 94% in Q1 2026, buying an estimated $1.72M and bringing the position to 16,042 shares worth $3.34M. The position accounts for 0.91% of the portfolio, ranked #21.

CCG Wealth Management first reported a position in AMZN in Q4 2019 and has held it in 26 quarters since. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • CCG Wealth Management held 16,042 shares of Amazon worth $3.34M as of Q1 2026.
  • CCG Wealth Management bought 7,794 Amazon shares in Q1 2026, an estimated $1.72M.
  • Amazon made up 0.91% of CCG Wealth Management's portfolio in Q1 2026, its #21 holding.
  • CCG Wealth Management first reported a position in Amazon in Q4 2019 and has held it in 26 quarters since.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.