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Defined Wealth Management’s Amazon AMZN Stock Holding History

Defined 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
2026
Q1 		$998K Buy
4,793
+309
+7% +$68K 0.58% 47
2025
Q4 		$1.03M Sell
4,484
-368
-8% -$84.2K 0.6% 45
2025
Q3 		$1.07M Buy
4,852
+1,034
+27% +$234K 0.62% 46
2025
Q2 		$838K Buy
3,818
+154
+4% +$30.5K 0.52% 50
2025
Q1 		$697K Buy
3,664
+611
+20% +$133K 0.47% 54
2024
Q4 		$670K Buy
3,053
+183
+6% +$37.4K 0.44% 51
2024
Q3 		$535K Buy
2,870
+286
+11% +$52.2K 0.35% 63
2024
Q2 		$499K Buy
2,584
+172
+7% +$31.6K 0.35% 64
2024
Q1 		$435K Buy
2,412
+30
+1% +$5.01K 0.31% 74
2023
Q4 		$362K Buy
2,382
+76
+3% +$10.7K 0.28% 83
2023
Q3 		$293K Buy
2,306
+289
+14% +$38.7K 0.25% 89
2023
Q2 		$263K Buy
2,017
+37
+2% +$4.22K 0.22% 91
2023
Q1 		$205K Buy
+1,980
New +$191K 0.19% 96
2022
Q4 		– Sell
-2,000
Closed -$226K – 104
2022
Q3 		$226K Hold
2,000
– – 0.25% 83
2022
Q2 		$212K Sell
2,000
-60
-3% -$7.51K 0.22% 89
2022
Q1 		$336K Hold
2,060
– – 0.3% 77
2021
Q4 		$343K Hold
2,060
– – 0.28% 72
2021
Q3 		$338K Buy
2,060
+60
+3% +$10.3K 0.3% 70
2021
Q2 		$344K Hold
2,000
– – 0.31% 71
2021
Q1 		$309K Hold
2,000
– – 0.29% 71
2020
Q4 		$326K Buy
+2,000
New +$319K 0.32% 65

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

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

Defined Wealth Management increased its Amazon (AMZN) stake by 6.9% in Q1 2026, buying an estimated $68K and bringing the position to 4,793 shares worth $998K. The position accounts for 0.58% of the portfolio, ranked #47.

Defined Wealth Management first reported a position in AMZN in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.07M in Q3 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Defined Wealth Management held 4,793 shares of Amazon worth $998K as of Q1 2026.
  • Defined Wealth Management bought 309 Amazon shares in Q1 2026, an estimated $68K.
  • Amazon made up 0.58% of Defined Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Defined Wealth Management first reported a position in Amazon in Q4 2020 and has held it in 21 quarters since.
  • Defined Wealth Management's Amazon position peaked at $1.07M in Q3 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.