Crux Wealth Advisors’s Amazon AMZN Stock Holding History

Crux 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	$5.67M	Buy	27,212 +2,044	+8%	+$450K	2.17%	6
2025 Q4	$5.81M	Sell	25,168 -205	-0.8%	-$46.9K	2.16%	7
2025 Q3	$5.57M	Buy	25,373 +2,385	+10%	+$540K	2.21%	8
2025 Q2	$5.04M	Buy	22,988 +1,439	+7%	+$285K	2.15%	8
2025 Q1	$4.1M	Sell	21,549 -550	-2%	-$119K	2.13%	6
2024 Q4	$4.85M	Buy	+22,099	New	+$4.52M	2.7%	4

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Crux Wealth Advisors increased its Amazon (AMZN) stake by 8.1% in Q1 2026, buying an estimated $450K and bringing the position to 27,212 shares worth $5.67M. The position accounts for 2.17% of the portfolio, ranked #6.

Crux Wealth Advisors first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.81M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Crux Wealth Advisors held 27,212 shares of Amazon worth $5.67M as of Q1 2026.
Crux Wealth Advisors bought 2,044 Amazon shares in Q1 2026, an estimated $450K.
Amazon made up 2.17% of Crux Wealth Advisors's portfolio in Q1 2026, its #6 holding.
Crux Wealth Advisors first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
Crux Wealth Advisors's Amazon position peaked at $5.81M in Q4 2025.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Crux Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.