CTWM
AMZN icon

Cherry Tree Wealth Management’s Amazon AMZN Stock Holding History

Cherry Tree 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 		$480K Buy
2,304
+11
+0.5% +$2.42K 0.1% 97
2025
Q4 		$529K Buy
2,293
+856
+60% +$196K 0.11% 96
2025
Q3 		$316K Sell
1,437
-50
-3% -$11.3K 0.07% 125
2025
Q2 		$326K Sell
1,487
-200
-12% -$39.6K 0.08% 119
2025
Q1 		$321K Sell
1,687
-180
-10% -$39.1K 0.08% 124
2024
Q4 		$410K Buy
1,867
+16
+0.9% +$3.27K 0.1% 107
2024
Q3 		$345K Hold
1,851
– – 0.08% 124
2024
Q2 		$358K Sell
1,851
-460
-20% -$84.5K 0.09% 114
2024
Q1 		$417K Buy
2,311
+576
+33% +$96.1K 0.1% 99
2023
Q4 		$264K Buy
1,735
+240
+16% +$33.6K 0.07% 134
2023
Q3 		$190K Buy
1,495
+199
+15% +$26.7K 0.06% 142
2023
Q2 		$169K Buy
+1,296
New +$148K 0.05% 149

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cherry Tree Wealth Management's AMZN Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Amazon (AMZN) stake by 0.48% in Q1 2026, buying an estimated $2.42K and bringing the position to 2,304 shares worth $480K. The position accounts for 0.1% of the portfolio, ranked #97.

Cherry Tree Wealth Management first reported a position in AMZN in Q2 2023 and has held it in 12 quarters since. The position peaked at $529K in Q4 2025. 6,010 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Cherry Tree Wealth Management held 2,304 shares of Amazon worth $480K as of Q1 2026.
  • Cherry Tree Wealth Management bought 11 Amazon shares in Q1 2026, an estimated $2.42K.
  • Amazon made up 0.1% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #97 holding.
  • Cherry Tree Wealth Management first reported a position in Amazon in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Amazon position peaked at $529K in Q4 2025.
  • 6,010 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.