CreativeOne Wealth’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $71.6M | Buy |
343,877
+9,394
| +3% | +$2.07M | 1.66% | 8 |
|
|
2025
Q4 | $77.2M | Buy |
334,483
+1,826
| +0.5% | +$418K | 1.87% | 7 |
|
|
2025
Q3 | $73M | Buy |
332,657
+4,987
| +2% | +$1.13M | 1.78% | 7 |
|
|
2025
Q2 | $71.9M | Buy |
327,670
+17,919
| +6% | +$3.55M | 1.88% | 6 |
|
|
2025
Q1 | $58.9M | Buy |
309,751
+127,760
| +70% | +$27.7M | 1.76% | 7 |
|
|
2024
Q4 | $39.9M | Buy |
181,991
+59,192
| +48% | +$12.1M | 1.22% | 13 |
|
|
2024
Q3 | $22.9M | Buy |
122,799
+36,345
| +42% | +$6.63M | 0.78% | 25 |
|
|
2024
Q2 | $16.7M | Sell |
86,454
-8,729
| -9% | -$1.6M | 0.85% | 22 |
|
|
2024
Q1 | $17.2M | Buy |
95,183
+34,344
| +56% | +$5.73M | 0.68% | 29 |
|
|
2023
Q4 | $9.24M | Buy |
60,839
+3,121
| +5% | +$437K | 0.59% | 39 |
|
|
2023
Q3 | $7.34M | Sell |
57,718
-21,622
| -27% | -$2.9M | 0.53% | 45 |
|
|
2023
Q2 | $10.3M | Buy |
79,340
+2,908
| +4% | +$332K | 0.48% | 37 |
|
|
2023
Q1 | $7.89M | Sell |
76,432
-1,993
| -3% | -$193K | 0.39% | 50 |
|
|
2022
Q4 | $6.59M | Sell |
78,425
-2,010
| -2% | -$199K | 0.36% | 63 |
|
|
2022
Q3 | $9.09M | Buy |
80,435
+3,198
| +4% | +$404K | 0.55% | 35 |
|
|
2022
Q2 | $8.2M | Buy |
77,237
+17,017
| +28% | +$2.13M | 0.44% | 43 |
|
|
2022
Q1 | $9.82M | Sell |
60,220
-280
| -0.5% | -$43.3K | 0.51% | 44 |
|
|
2021
Q4 | $10.1M | Buy |
60,500
+9,360
| +18% | +$1.6M | 0.5% | 46 |
|
|
2021
Q3 | $8.4M | Buy |
51,140
+1,780
| +4% | +$307K | 0.49% | 47 |
|
|
2021
Q2 | $8.49M | Sell |
49,360
-11,180
| -18% | -$1.86M | 0.52% | 44 |
|
|
2021
Q1 | $9.36M | Buy |
60,540
+4,280
| +8% | +$678K | 0.71% | 28 |
|
|
2020
Q4 | $9.16M | Buy |
56,260
+39,240
| +231% | +$6.26M | 0.76% | 26 |
|
|
2020
Q3 | $2.68M | Buy |
17,020
+2,660
| +19% | +$419K | 0.37% | 49 |
|
|
2020
Q2 | $1.98M | Buy |
14,360
+3,700
| +35% | +$447K | 0.31% | 56 |
|
|
2020
Q1 | $1.04M | Buy |
10,660
+1,120
| +12% | +$108K | 0.2% | 68 |
|
|
2019
Q4 | $881K | Buy |
9,540
+760
| +9% | +$67.3K | 0.15% | 76 |
|
|
2019
Q3 | $762K | Buy |
8,780
+1,500
| +21% | +$139K | 0.15% | 75 |
|
|
2019
Q2 | $690K | Buy |
+7,280
| New | +$678K | 0.15% | 74 |
|
|
2018
Q2 | – | Sell |
-4,320
| Closed | -$313K | – | 58 |
|
|
2018
Q1 | $313K | Buy |
+4,320
| New | +$309K | 0.16% | 42 |
|
Other funds holding AMZN
VCM
VPM
CreativeOne Wealth's AMZN Position: Q1 2026 in Review
CreativeOne Wealth increased its Amazon (AMZN) stake by 2.8% in Q1 2026, buying an estimated $2.07M and bringing the position to 343,877 shares worth $71.6M. The position accounts for 1.66% of the portfolio, ranked #8.
CreativeOne Wealth first reported a position in AMZN in Q1 2018 and has held it in 29 quarters since. The position peaked at $77.2M in Q4 2025. 5,984 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- CreativeOne Wealth held 343,877 shares of Amazon worth $71.6M as of Q1 2026.
- CreativeOne Wealth bought 9,394 Amazon shares in Q1 2026, an estimated $2.07M.
- Amazon made up 1.66% of CreativeOne Wealth's portfolio in Q1 2026, its #8 holding.
- CreativeOne Wealth first reported a position in Amazon in Q1 2018 and has held it in 29 quarters since.
- CreativeOne Wealth's Amazon position peaked at $77.2M in Q4 2025.
- 5,984 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.