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Center for Wealth Management Advisory’s Amazon AMZN Stock Holding History

Center for Wealth Management Advisory’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 		$736K Buy
3,534
+586
+20% +$129K 0.53% 46
2025
Q4 		$680K Buy
+2,948
New +$674K 0.5% 46

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

Center for Wealth Management Advisory's AMZN Position: Q1 2026 in Review

Center for Wealth Management Advisory increased its Amazon (AMZN) stake by 20% in Q1 2026, buying an estimated $129K and bringing the position to 3,534 shares worth $736K. The position accounts for 0.53% of the portfolio, ranked #46.

Center for Wealth Management Advisory first reported a position in AMZN in Q4 2025 and has held it in 2 quarters since. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Center for Wealth Management Advisory held 3,534 shares of Amazon worth $736K as of Q1 2026.
  • Center for Wealth Management Advisory bought 586 Amazon shares in Q1 2026, an estimated $129K.
  • Amazon made up 0.53% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #46 holding.
  • Center for Wealth Management Advisory first reported a position in Amazon in Q4 2025 and has held it in 2 quarters since.
  • 5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.