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Consilio Wealth Advisors’s Amazon AMZN Stock Holding History

Consilio Wealth Advisors’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 		$23.7M Sell
113,665
-546
-0.5% -$120K 6.91% 4
2025
Q4 		$26.4M Buy
114,211
+16,737
+17% +$3.83M 7.71% 3
2025
Q3 		$21.4M Sell
97,474
-430
-0.4% -$97.3K 7.03% 4
2025
Q2 		$21.9M Buy
97,904
+1,113
+1% +$220K 7.8% 4
2025
Q1 		$18.5M Buy
96,791
+52,389
+118% +$11.4M 7.73% 4
2024
Q4 		$9.74M Sell
44,402
-5,403
-11% -$1.11M 3.98% 9
2024
Q3 		$9.28M Sell
49,805
-198
-0.4% -$36.1K 3.83% 9
2024
Q2 		$9.67M Buy
50,003
+108
+0.2% +$19.8K 4.34% 8
2024
Q1 		$9M Buy
49,895
+4,462
+10% +$745K 4.22% 8
2023
Q4 		$6.9M Sell
45,433
-550
-1% -$77.1K 3.5% 8
2023
Q3 		$5.75M Buy
45,983
+3,443
+8% +$461K 3.34% 10
2023
Q2 		$5.55M Buy
42,540
+10,824
+34% +$1.24M 3.05% 10
2023
Q1 		$3.27M Buy
31,716
+2,008
+7% +$194K 1.85% 16
2022
Q4 		$2.5M Sell
29,708
-306
-1% -$30.2K 1.59% 15
2022
Q3 		$3.39M Buy
30,014
+9,221
+44% +$1.17M 2.66% 12
2022
Q2 		$2.21M Buy
20,793
+14,773
+245% +$1.85M 1.79% 16
2022
Q1 		$980K Buy
6,020
+40
+0.7% +$6.18K 0.77% 20
2021
Q4 		$997K Buy
+5,980
New +$1.02M 0.77% 27

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

Consilio Wealth Advisors's AMZN Position: Q1 2026 in Review

Consilio Wealth Advisors reduced its Amazon (AMZN) stake by 0.48% in Q1 2026, selling an estimated $120K and leaving 113,665 shares worth $23.7M. The position accounts for 6.91% of the portfolio, ranked #4.

Consilio Wealth Advisors first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $26.4M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Consilio Wealth Advisors held 113,665 shares of Amazon worth $23.7M as of Q1 2026.
  • Consilio Wealth Advisors sold 546 Amazon shares in Q1 2026, an estimated $120K.
  • Amazon made up 6.91% of Consilio Wealth Advisors's portfolio in Q1 2026, its #4 holding.
  • Consilio Wealth Advisors first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • Consilio Wealth Advisors's Amazon position peaked at $26.4M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.