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Discipline Wealth Solutions’s Amazon AMZN Stock Holding History

Discipline Wealth Solutions’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 		$3.06M Buy
14,672
+379
+3% +$83.4K 0.32% 52
2025
Q4 		$3.3M Buy
14,293
+6,826
+91% +$1.56M 0.61% 37
2025
Q3 		$1.64M Buy
+7,467
New +$1.69M 0.43% 46

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

Discipline Wealth Solutions's AMZN Position: Q1 2026 in Review

Discipline Wealth Solutions increased its Amazon (AMZN) stake by 2.7% in Q1 2026, buying an estimated $83.4K and bringing the position to 14,672 shares worth $3.06M. The position accounts for 0.32% of the portfolio, ranked #52.

Discipline Wealth Solutions first reported a position in AMZN in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.3M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Discipline Wealth Solutions held 14,672 shares of Amazon worth $3.06M as of Q1 2026.
  • Discipline Wealth Solutions bought 379 Amazon shares in Q1 2026, an estimated $83.4K.
  • Amazon made up 0.32% of Discipline Wealth Solutions's portfolio in Q1 2026, its #52 holding.
  • Discipline Wealth Solutions first reported a position in Amazon in Q3 2025 and has held it in 3 quarters since.
  • Discipline Wealth Solutions's Amazon position peaked at $3.3M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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