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Clay Northam Wealth Management’s Amazon AMZN Stock Holding History

Clay Northam 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 		$11M Buy
52,728
+342
+0.7% +$75.3K 6.17% 5
2025
Q4 		$12.1M Sell
52,386
-899
-2% -$206K 6.72% 4
2025
Q3 		$11.7M Buy
53,285
+543
+1% +$123K 6.68% 4
2025
Q2 		$11.6M Sell
52,742
-512
-1% -$101K 7.4% 3
2025
Q1 		$10.1M Sell
53,254
-314
-0.6% -$68.1K 7.09% 5
2024
Q4 		$11.8M Buy
53,568
+249
+0.5% +$50.9K 7.59% 4
2024
Q3 		$9.93M Buy
53,319
+23
+0% +$4.2K 6.84% 5
2024
Q2 		$10.3M Sell
53,296
-5
-0% -$919 7.81% 5
2024
Q1 		$9.61M Buy
53,301
+300
+0.6% +$50.1K 7.74% 5
2023
Q4 		$8.05M Sell
53,001
-135
-0.3% -$18.9K 7.17% 5
2023
Q3 		$6.75M Sell
53,136
-58
-0.1% -$7.77K 6.7% 5
2023
Q2 		$6.93M Buy
53,194
+627
+1% +$71.6K 6.6% 5
2023
Q1 		$5.43M Sell
52,567
-80
-0.2% -$7.73K 5.59% 6
2022
Q4 		$4.42M Sell
52,647
-59
-0.1% -$5.83K 5.09% 6
2022
Q3 		$5.96M Sell
52,706
-100
-0.2% -$12.6K 7.43% 4
2022
Q2 		$5.61M Buy
52,806
+566
+1% +$70.8K 6.99% 4
2022
Q1 		$8.52M Sell
52,240
-380
-0.7% -$58.7K 8.62% 3
2021
Q4 		$8.77M Buy
+52,620
New +$9.01M 8.26% 3

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

Clay Northam Wealth Management's AMZN Position: Q1 2026 in Review

Clay Northam Wealth Management increased its Amazon (AMZN) stake by 0.65% in Q1 2026, buying an estimated $75.3K and bringing the position to 52,728 shares worth $11M. The position accounts for 6.17% of the portfolio, ranked #5.

Clay Northam Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.1M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Clay Northam Wealth Management held 52,728 shares of Amazon worth $11M as of Q1 2026.
  • Clay Northam Wealth Management bought 342 Amazon shares in Q1 2026, an estimated $75.3K.
  • Amazon made up 6.17% of Clay Northam Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Clay Northam Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • Clay Northam Wealth Management's Amazon position peaked at $12.1M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Clay Northam Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.