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Consilium Wealth Advisory’s Amazon AMZN Stock Holding History

Consilium Wealth Advisory’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 		$5.7M Buy
27,346
+3,509
+15% +$773K 1.94% 14
2025
Q4 		$5.5M Buy
23,837
+472
+2% +$108K 2.03% 15
2025
Q3 		$5.13M Sell
23,365
-546
-2% -$124K 1.98% 13
2025
Q2 		$5.25M Sell
23,911
-1,048
-4% -$207K 2.21% 13
2025
Q1 		$4.75M Sell
24,959
-78
-0.3% -$16.9K 2.38% 13
2024
Q4 		$5.49M Sell
25,037
-429
-2% -$87.8K 2.62% 11
2024
Q3 		$4.75M Buy
25,466
+1,302
+5% +$238K 2.59% 9
2024
Q2 		$4.67M Buy
24,164
+2,047
+9% +$376K 2.55% 10
2024
Q1 		$3.99M Buy
22,117
+172
+0.8% +$28.7K 2.24% 14
2023
Q4 		$3.33M Buy
21,945
+1,267
+6% +$178K 2.01% 16
2023
Q3 		$2.63M Buy
20,678
+1,928
+10% +$258K 1.84% 16
2023
Q2 		$2.44M Buy
18,750
+4,779
+34% +$546K 1.69% 16
2023
Q1 		$1.44M Sell
13,971
-531
-4% -$51.3K 1.23% 17
2022
Q4 		$1.22M Sell
14,502
-3,795
-21% -$375K 1.04% 22
2022
Q3 		$2.07M Buy
18,297
+1,077
+6% +$136K 2.31% 12
2022
Q2 		$1.83M Sell
17,220
-1,460
-8% -$183K 1.97% 15
2022
Q1 		$3.04M Sell
18,680
-1,700
-8% -$263K 2.18% 12
2021
Q4 		$3.4M Buy
+20,380
New +$3.49M 2.2% 12

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

Consilium Wealth Advisory's AMZN Position: Q1 2026 in Review

Consilium Wealth Advisory increased its Amazon (AMZN) stake by 15% in Q1 2026, buying an estimated $773K and bringing the position to 27,346 shares worth $5.7M. The position accounts for 1.94% of the portfolio, ranked #14.

Consilium Wealth Advisory first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. 5,987 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Consilium Wealth Advisory held 27,346 shares of Amazon worth $5.7M as of Q1 2026.
  • Consilium Wealth Advisory bought 3,509 Amazon shares in Q1 2026, an estimated $773K.
  • Amazon made up 1.94% of Consilium Wealth Advisory's portfolio in Q1 2026, its #14 holding.
  • Consilium Wealth Advisory first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • 5,987 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.