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Chokshi & Queen Wealth Advisors’s Amazon AMZN Stock Holding History

Chokshi & Queen Wealth Advisors’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 		$3.69M Buy
17,704
+817
+5% +$180K 1.97% 9
2025
Q4 		$3.9M Sell
16,887
-12,221
-42% -$2.8M 2.04% 9
2025
Q3 		$6.39M Buy
29,108
+1,310
+5% +$297K 3.38% 6
2025
Q2 		$6.1M Buy
27,798
+7,695
+38% +$1.52M 3.49% 6
2025
Q1 		$3.82M Buy
20,103
+2,300
+13% +$499K 2.33% 9
2024
Q4 		$3.91M Buy
+17,803
New +$3.64M 2.42% 7

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

Chokshi & Queen Wealth Advisors's AMZN Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors increased its Amazon (AMZN) stake by 4.8% in Q1 2026, buying an estimated $180K and bringing the position to 17,704 shares worth $3.69M. The position accounts for 1.97% of the portfolio, ranked #9.

Chokshi & Queen Wealth Advisors first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.39M in Q3 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Chokshi & Queen Wealth Advisors held 17,704 shares of Amazon worth $3.69M as of Q1 2026.
  • Chokshi & Queen Wealth Advisors bought 817 Amazon shares in Q1 2026, an estimated $180K.
  • Amazon made up 1.97% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #9 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Chokshi & Queen Wealth Advisors's Amazon position peaked at $6.39M in Q3 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.