ClientFirst Wealth Management’s Amazon AMZN Stock Holding History

ClientFirst 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	$308K	Hold	1,480	–	–	0.26%	36
2025 Q4	$342K	Hold	1,480	–	–	0.27%	32
2025 Q3	$325K	Hold	1,480	–	–	0.26%	36
2025 Q2	$325K	Hold	1,480	–	–	0.33%	31
2025 Q1	$282K	Hold	1,480	–	–	0.32%	34
2024 Q4	$325K	Buy	+1,480	New	+$303K	0.33%	29
2023 Q3	$226K	Hold	1,620	–	–	0.28%	25
2023 Q2	$218K	Buy	+1,620	New	+$185K	0.26%	28

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

ClientFirst Wealth Management held its Amazon (AMZN) position steady in Q1 2026 at 1,480 shares worth $308K. The position accounts for 0.26% of the portfolio, ranked #36.

ClientFirst Wealth Management first reported a position in AMZN in Q2 2023 and has held it in 8 quarters since. The position peaked at $342K in Q4 2025. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

ClientFirst Wealth Management held 1,480 shares of Amazon worth $308K as of Q1 2026.
ClientFirst Wealth Management left its Amazon share count unchanged in Q1 2026.
Amazon made up 0.26% of ClientFirst Wealth Management's portfolio in Q1 2026, its #36 holding.
ClientFirst Wealth Management first reported a position in Amazon in Q2 2023 and has held it in 8 quarters since.
ClientFirst Wealth Management's Amazon position peaked at $342K in Q4 2025.
5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on ClientFirst Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.