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Coastline Complete Wealth’s Amazon AMZN Stock Holding History

Coastline Complete Wealth’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 		$2.35M Buy
11,270
+470
+4% +$103K 1.45% 19
2025
Q4 		$2.49M Buy
+10,800
New +$2.47M 1.57% 18

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

Coastline Complete Wealth's AMZN Position: Q1 2026 in Review

Coastline Complete Wealth increased its Amazon (AMZN) stake by 4.4% in Q1 2026, buying an estimated $103K and bringing the position to 11,270 shares worth $2.35M. The position accounts for 1.45% of the portfolio, ranked #19.

Coastline Complete Wealth first reported a position in AMZN in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.49M in Q4 2025. 6,009 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Coastline Complete Wealth held 11,270 shares of Amazon worth $2.35M as of Q1 2026.
  • Coastline Complete Wealth bought 470 Amazon shares in Q1 2026, an estimated $103K.
  • Amazon made up 1.45% of Coastline Complete Wealth's portfolio in Q1 2026, its #19 holding.
  • Coastline Complete Wealth first reported a position in Amazon in Q4 2025 and has held it in 2 quarters since.
  • Coastline Complete Wealth's Amazon position peaked at $2.49M in Q4 2025.
  • 6,009 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.