Dakota Wealth Management’s Amazon AMZN Stock Holding History

Dakota 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
2023 Q4	–	Hold	0	–	-$267K	–	661
2023 Q3	–	Hold	0	–	–	–	516
2023 Q2	–	Hold	0	–	–	–	629
2023 Q1	–	Hold	0	–	-$101K	–	618
2022 Q4	–	Hold	0	–	–	–	588
2022 Q3	–	Hold	0	–	–	–	554
2020 Q4	–	Sell	-14,000	Closed	-$2.2M	–	322
2020 Q3	$2.2M	Buy	+14,000	New	+$2.21M	0.35%	80

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

Dakota Wealth Management's AMZN Position: Q1 2026 in Review

Dakota Wealth Management reduced its Amazon (AMZN) stake by 9.5% in Q1 2026, selling an estimated $7.82M and leaving 336,533 shares worth $70.1M. The position accounts for 1.52% of the portfolio, ranked #11.

Dakota Wealth Management first reported a position in AMZN in Q4 2017 and has held it in 34 quarters since. The position peaked at $89.6M in Q4 2024. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Dakota Wealth Management held 336,533 shares of Amazon worth $70.1M as of Q1 2026.
Dakota Wealth Management sold 35,498 Amazon shares in Q1 2026, an estimated $7.82M.
Amazon made up 1.52% of Dakota Wealth Management's portfolio in Q1 2026, its #11 holding.
Dakota Wealth Management first reported a position in Amazon in Q4 2017 and has held it in 34 quarters since.
Dakota Wealth Management's Amazon position peaked at $89.6M in Q4 2024.
5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.