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Chicago Wealth Management’s Amazon AMZN Stock Holding History

Chicago 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 		$745K Buy
3,576
+2
+0.1% +$440 0.3% 35
2025
Q4 		$825K Sell
3,574
-158
-4% -$36.1K 0.33% 32
2025
Q3 		$819K Buy
3,732
+13
+0.3% +$2.94K 0.36% 30
2025
Q2 		$816K Sell
3,719
-35
-0.9% -$6.93K 0.39% 31
2025
Q1 		$714K Sell
3,754
-695
-16% -$151K 0.37% 31
2024
Q4 		$976K Sell
4,449
-917
-17% -$188K 0.51% 29
2024
Q3 		$1,000K Hold
5,366
– – 0.53% 27
2024
Q2 		$1.04M Hold
5,366
– – 0.6% 27
2024
Q1 		$968K Buy
5,366
+54
+1% +$9.01K 0.58% 28
2023
Q4 		$807K Sell
5,312
-68
-1% -$9.53K 0.55% 25
2023
Q3 		$684K Hold
5,380
– – 0.54% 26
2023
Q2 		$701K Sell
5,380
-5,090
-49% -$581K 0.53% 27
2023
Q1 		$1.08M Buy
10,470
+120
+1% +$11.6K 0.86% 21
2022
Q4 		$869K Buy
10,350
+6,210
+150% +$613K 0.75% 19
2022
Q3 		$468K Hold
4,140
– – 0.45% 22
2022
Q2 		$440K Buy
4,140
+1,020
+33% +$128K 0.39% 21
2022
Q1 		$509K Hold
3,120
– – 0.34% 32
2021
Q4 		$520K Sell
3,120
-60
-2% -$10.3K 0.35% 29
2021
Q3 		$522K Hold
3,180
– – 0.38% 27
2021
Q2 		$547K Hold
3,180
– – 0.39% 27
2021
Q1 		$492K Buy
+3,180
New +$504K 0.39% 26
2020
Q3 		– Sell
-1,460
Closed -$201K – 27
2020
Q2 		$201K Buy
+1,460
New +$176K 0.25% 25

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

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

Chicago Wealth Management increased its Amazon (AMZN) stake by 0.06% in Q1 2026, buying an estimated $440 and bringing the position to 3,576 shares worth $745K. The position accounts for 0.3% of the portfolio, ranked #35.

Chicago Wealth Management first reported a position in AMZN in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.08M in Q1 2023. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Chicago Wealth Management held 3,576 shares of Amazon worth $745K as of Q1 2026.
  • Chicago Wealth Management bought 2 Amazon shares in Q1 2026, an estimated $440.
  • Amazon made up 0.3% of Chicago Wealth Management's portfolio in Q1 2026, its #35 holding.
  • Chicago Wealth Management first reported a position in Amazon in Q2 2020 and has held it in 22 quarters since.
  • Chicago Wealth Management's Amazon position peaked at $1.08M in Q1 2023.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Chicago Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.