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Collaborative Wealth Management’s Amazon AMZN Stock Holding History

Collaborative 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 		$303K Sell
1,456
-3,340
-70% -$735K 0.14% 115
2025
Q4 		$1.11M Buy
4,796
+3,306
+222% +$756K 0.39% 59
2025
Q3 		$327K Sell
1,490
-4,730
-76% -$1.07M 0.13% 138
2025
Q2 		$1.36M Sell
6,220
-20
-0.3% -$3.96K 0.6% 37
2025
Q1 		$1.19M Sell
6,240
-406
-6% -$88.1K 0.56% 40
2024
Q4 		$1.46M Sell
6,646
-29
-0.4% -$5.93K 0.66% 33
2024
Q3 		$1.24M Sell
6,675
-276
-4% -$50.4K 0.56% 41
2024
Q2 		$1.34M Sell
6,951
-1
-0% -$184 0.66% 36
2024
Q1 		$1.25M Sell
6,952
-133
-2% -$22.2K 0.63% 39
2023
Q4 		$1.08M Buy
7,085
+235
+3% +$32.9K 0.58% 42
2023
Q3 		$871K Hold
6,850
– – 0.52% 46
2023
Q2 		$893K Hold
6,850
– – 0.53% 46
2023
Q1 		$708K Sell
6,850
-85
-1% -$8.21K 0.45% 63
2022
Q4 		$583K Buy
6,935
+120
+2% +$11.9K 0.38% 78
2022
Q3 		$770K Sell
6,815
-45
-0.7% -$5.69K 0.55% 53
2022
Q2 		$729K Buy
+6,860
New +$858K 0.48% 68
2021
Q4 		$1.21M Buy
+7,240
New +$1.24M 0.66% 43
2021
Q1 		$1.1M Buy
+6,760
New +$1.07M 0.64% 46

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

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

Collaborative Wealth Management reduced its Amazon (AMZN) stake by 70% in Q1 2026, selling an estimated $735K and leaving 1,456 shares worth $303K. The position accounts for 0.14% of the portfolio, ranked #115.

Collaborative Wealth Management first reported a position in AMZN in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.46M in Q4 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Collaborative Wealth Management held 1,456 shares of Amazon worth $303K as of Q1 2026.
  • Collaborative Wealth Management sold 3,340 Amazon shares in Q1 2026, an estimated $735K.
  • Amazon made up 0.14% of Collaborative Wealth Management's portfolio in Q1 2026, its #115 holding.
  • Collaborative Wealth Management first reported a position in Amazon in Q1 2021 and has held it in 18 quarters since.
  • Collaborative Wealth Management's Amazon position peaked at $1.46M in Q4 2024.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.