DWA
AMZN icon

Delos Wealth Advisors’s Amazon AMZN Stock Holding History

Delos 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 		$2.49M Buy
11,946
+658
+6% +$145K 1.42% 29
2025
Q4 		$2.61M Buy
11,288
+165
+1% +$37.8K 1.72% 26
2025
Q3 		$2.44M Buy
11,123
+495
+5% +$112K 1.65% 26
2025
Q2 		$2.33M Sell
10,628
-697
-6% -$138K 1.82% 23
2025
Q1 		$2.15M Sell
11,325
-7
-0.1% -$1.52K 1.71% 24
2024
Q4 		$2.49M Buy
11,332
+629
+6% +$129K 1.98% 21
2024
Q3 		$1.99M Buy
10,703
+277
+3% +$50.5K 1.74% 25
2024
Q2 		$2.01M Buy
10,426
+934
+10% +$172K 1.95% 24
2024
Q1 		$1.71M Buy
9,492
+547
+6% +$91.3K 1.92% 22
2023
Q4 		$1.36M Hold
8,945
– – 1.97% 21
2023
Q3 		$1.23M Sell
8,945
-170
-2% -$22.8K 1.49% 26
2023
Q2 		$1.19M Sell
9,115
-145
-2% -$16.6K 1.52% 27
2023
Q1 		$956K Buy
9,260
+2,996
+48% +$289K 1.21% 28
2022
Q4 		$526K Sell
6,264
-5,668
-48% -$560K 0.81% 30
2022
Q3 		$1.35M Buy
11,932
+1,927
+19% +$244K 1.61% 27
2022
Q2 		$1.06M Sell
10,005
-295
-3% -$36.9K 1.19% 30
2022
Q1 		$1.68M Buy
10,300
+460
+5% +$71.1K 1.65% 32
2021
Q4 		$1.64M Buy
9,840
+460
+5% +$78.7K 1.56% 25
2021
Q3 		$1.54M Sell
9,380
-1,120
-11% -$193K 1.69% 25
2021
Q2 		$1.81M Buy
+10,500
New +$1.75M 2.26% 18

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

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

Delos Wealth Advisors increased its Amazon (AMZN) stake by 5.8% in Q1 2026, buying an estimated $145K and bringing the position to 11,946 shares worth $2.49M. The position accounts for 1.42% of the portfolio, ranked #29.

Delos Wealth Advisors first reported a position in AMZN in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.61M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Delos Wealth Advisors held 11,946 shares of Amazon worth $2.49M as of Q1 2026.
  • Delos Wealth Advisors bought 658 Amazon shares in Q1 2026, an estimated $145K.
  • Amazon made up 1.42% of Delos Wealth Advisors's portfolio in Q1 2026, its #29 holding.
  • Delos Wealth Advisors first reported a position in Amazon in Q2 2021 and has held it in 20 quarters since.
  • Delos Wealth Advisors's Amazon position peaked at $2.61M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.