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Compass Wealth Management’s Amazon AMZN Stock Holding History

Compass 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
2025
Q4 		– Sell
-6,099
Closed -$1.34M – 80
2025
Q3 		$1.34M Sell
6,099
-120
-2% -$27.2K 0.3% 77
2025
Q2 		$1.36M Buy
6,219
+196
+3% +$38.8K 0.32% 76
2025
Q1 		$1.15M Hold
6,023
– – 0.29% 79
2024
Q4 		$1.32M Buy
6,023
+100
+2% +$20.5K 0.32% 77
2024
Q3 		$1.1M Sell
5,923
-60
-1% -$10.9K 0.26% 82
2024
Q2 		$1.16M Buy
5,983
+305
+5% +$56K 0.29% 79
2024
Q1 		$1.02M Buy
5,678
+1,665
+41% +$278K 0.26% 88
2023
Q4 		$610K Buy
4,013
+363
+10% +$50.9K 0.17% 104
2023
Q3 		$464K Buy
3,650
+181
+5% +$24.3K 0.15% 115
2023
Q2 		$452K Buy
3,469
+449
+15% +$51.3K 0.14% 116
2023
Q1 		$312K Sell
3,020
-730
-19% -$70.5K 0.1% 133
2022
Q4 		$315K Buy
+3,750
New +$370K 0.1% 130

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Compass Wealth Management's AMZN Position: Q4 2025 in Review

Compass Wealth Management sold out of Amazon (AMZN) in Q4 2025, closing a stake of 6,099 shares — an estimated $1.34M sold.

Compass Wealth Management first reported a position in AMZN in Q4 2022 and held it in 12 quarters. The position peaked at $1.36M in Q2 2025. 6,064 funds tracked by Wall St. Rank hold AMZN as of Q4 2025.

  • Compass Wealth Management reported no remaining Amazon position as of Q4 2025 after selling out during the quarter.
  • Compass Wealth Management sold 6,099 Amazon shares in Q4 2025, an estimated $1.34M.
  • Compass Wealth Management first reported a position in Amazon in Q4 2022 and held it in 12 quarters.
  • Compass Wealth Management's Amazon position peaked at $1.36M in Q2 2025.
  • 6,064 funds tracked by Wall St. Rank held Amazon as of Q4 2025.

Based on Compass Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.