Diversify Wealth Management’s Amazon AMZN Stock Holding History

Diversify 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	$26.3K	Buy	+10,000	New	+$2.2M	﹤0.01%	1138

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

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

Diversify Wealth Management increased its Amazon (AMZN) stake by 201% in Q1 2026, buying an estimated $49.8M and bringing the position to 338,963 shares worth $89.2M. The position accounts for 1.59% of the portfolio, ranked #6.

Diversify Wealth Management first reported a position in AMZN in Q2 2024 and has held it in 8 quarters since. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Diversify Wealth Management held 338,963 shares of Amazon worth $89.2M as of Q1 2026.
Diversify Wealth Management bought 226,252 Amazon shares in Q1 2026, an estimated $49.8M.
Amazon made up 1.59% of Diversify Wealth Management's portfolio in Q1 2026, its #6 holding.
Diversify Wealth Management first reported a position in Amazon in Q2 2024 and has held it in 8 quarters since.
5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.