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Challenger Wealth Management’s Amazon AMZN Stock Holding History

Challenger 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 		$3.63M Sell
17,440
-222
-1% -$48.9K 2.9% 11
2025
Q4 		$4.08M Buy
17,662
+497
+3% +$114K 3.11% 9
2025
Q3 		$3.77M Sell
17,165
-1,381
-7% -$313K 2.95% 10
2025
Q2 		$4.07M Buy
18,546
+4,459
+32% +$882K 2.82% 8
2025
Q1 		$2.68M Sell
14,087
-13
-0.1% -$2.82K 2.12% 11
2024
Q4 		$3.09M Buy
+14,100
New +$2.88M 2.66% 9

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

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

Challenger Wealth Management reduced its Amazon (AMZN) stake by 1.3% in Q1 2026, selling an estimated $48.9K and leaving 17,440 shares worth $3.63M. The position accounts for 2.9% of the portfolio, ranked #11.

Challenger Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.08M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Challenger Wealth Management held 17,440 shares of Amazon worth $3.63M as of Q1 2026.
  • Challenger Wealth Management sold 222 Amazon shares in Q1 2026, an estimated $48.9K.
  • Amazon made up 2.9% of Challenger Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Challenger Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Challenger Wealth Management's Amazon position peaked at $4.08M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Challenger Wealth Management's 13F filing for Q1 2026, filed 28 May 2026.