Delap Wealth Advisory’s Amazon AMZN Stock Holding History

Delap 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	$1.19M	Sell	5,718 -1,203	-17%	-$265K	0.45%	36
2025 Q4	$1.6M	Buy	6,921 +1,003	+17%	+$229K	0.62%	32
2025 Q3	$1.31M	Buy	5,918 +2,140	+57%	+$484K	0.55%	33
2025 Q2	$829K	Sell	3,778 -2,085	-36%	-$413K	0.4%	34
2025 Q1	$1.12M	Sell	5,863 -403	-6%	-$87.5K	0.62%	30
2024 Q4	$1.37M	Buy	6,266 +250	+4%	+$51.1K	0.82%	29
2024 Q3	$1.12M	Sell	6,016 -1,273	-17%	-$232K	0.71%	27
2024 Q2	$1.41M	Sell	7,289 -17,077	-70%	-$3.14M	0.65%	24
2024 Q1	$4.4M	Buy	24,366 +17,792	+271%	+$2.97M	1.78%	14
2023 Q4	$999K	Buy	6,574 +964	+17%	+$135K	0.45%	32
2023 Q3	$713K	Buy	5,610 +105	+2%	+$14.1K	0.69%	27
2023 Q2	$718K	Sell	5,505 -55	-1%	-$6.28K	0.7%	23
2023 Q1	$574K	Sell	5,560 -2,234	-29%	-$216K	0.59%	29
2022 Q4	$655K	Buy	+7,794	New	+$770K	0.68%	26

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

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

Delap Wealth Advisory reduced its Amazon (AMZN) stake by 17% in Q1 2026, selling an estimated $265K and leaving 5,718 shares worth $1.19M. The position accounts for 0.45% of the portfolio, ranked #36.

Delap Wealth Advisory first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.4M in Q1 2024. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Delap Wealth Advisory held 5,718 shares of Amazon worth $1.19M as of Q1 2026.
Delap Wealth Advisory sold 1,203 Amazon shares in Q1 2026, an estimated $265K.
Amazon made up 0.45% of Delap Wealth Advisory's portfolio in Q1 2026, its #36 holding.
Delap Wealth Advisory first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
Delap Wealth Advisory's Amazon position peaked at $4.4M in Q1 2024.
5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.