CTC
AMZN icon

Cetera Trust Company’s Amazon AMZN Stock Holding History

Cetera Trust Company’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 		$4.12M Sell
19,782
-950
-5% -$209K 2.33% 8
2025
Q4 		$4.79M Hold
20,732
– – 2.56% 7
2025
Q3 		$4.55M Sell
20,732
-150
-0.7% -$34K 2.55% 6
2025
Q2 		$4.58M Sell
20,882
-320
-2% -$63.3K 2.74% 5
2025
Q1 		$4.03M Buy
21,202
+245
+1% +$53.2K 2.57% 5
2024
Q4 		$4.6M Sell
20,957
-145
-0.7% -$29.7K 2.99% 3
2024
Q3 		$3.93M Sell
21,102
-725
-3% -$132K 2.4% 3
2024
Q2 		$4.22M Sell
21,827
-1,610
-7% -$296K 2.65% 4
2024
Q1 		$4.23M Sell
23,437
-775
-3% -$129K 2.54% 4
2023
Q4 		$3.68M Buy
+24,212
New +$3.39M 2.29% 5

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

Cetera Trust Company's AMZN Position: Q1 2026 in Review

Cetera Trust Company reduced its Amazon (AMZN) stake by 4.6% in Q1 2026, selling an estimated $209K and leaving 19,782 shares worth $4.12M. The position accounts for 2.33% of the portfolio, ranked #8.

Cetera Trust Company first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.79M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Cetera Trust Company held 19,782 shares of Amazon worth $4.12M as of Q1 2026.
  • Cetera Trust Company sold 950 Amazon shares in Q1 2026, an estimated $209K.
  • Amazon made up 2.33% of Cetera Trust Company's portfolio in Q1 2026, its #8 holding.
  • Cetera Trust Company first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
  • Cetera Trust Company's Amazon position peaked at $4.79M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.