Dougherty Wealth Advisers’s Amazon AMZN Stock Holding History

Dougherty Wealth Advisers’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	$429K	Sell	2,060 -148	-7%	-$32.6K	0.27%	31
2025 Q4	$510K	Hold	2,208	–	–	0.29%	26
2025 Q3	$485K	Sell	2,208 -47	-2%	-$10.6K	0.31%	23
2025 Q2	$495K	Hold	2,255	–	–	0.33%	23
2025 Q1	$429K	Hold	2,255	–	–	0.32%	24
2024 Q4	$495K	Hold	2,255	–	–	0.38%	24
2024 Q3	$420K	Hold	2,255	–	–	0.33%	25
2024 Q2	$436K	Buy	2,255 +95	+4%	+$17.5K	0.38%	22
2024 Q1	$390K	Sell	2,160 -280	-11%	-$46.7K	0.34%	24
2023 Q4	$371K	Hold	2,440	–	–	0.34%	24
2023 Q3	$310K	Hold	2,440	–	–	0.36%	22
2023 Q2	$318K	Hold	2,440	–	–	0.44%	23
2023 Q1	$252K	Sell	2,440 -100	-4%	-$9.66K	0.38%	29
2022 Q4	$213K	Hold	2,540	–	–	0.35%	33
2022 Q3	$287K	Hold	2,540	–	–	0.57%	20
2022 Q2	$270K	Hold	2,540	–	–	0.5%	24
2022 Q1	$414K	Hold	2,540	–	–	0.62%	19
2021 Q4	$423K	Hold	2,540	–	–	0.59%	22
2021 Q3	$417K	Hold	2,540	–	–	0.62%	21
2021 Q2	$437K	Hold	2,540	–	–	0.65%	19
2021 Q1	$393K	Hold	2,540	–	–	0.59%	21
2020 Q4	$414K	Hold	2,540	–	–	0.65%	20
2020 Q3	$400K	Hold	2,540	–	–	1.38%	20
2020 Q2	$350K	Hold	2,540	–	–	1.28%	19
2020 Q1	$248K	Hold	2,540	–	–	0.99%	25
2019 Q4	$235K	Hold	2,540	–	–	0.72%	33
2019 Q3	$220K	Sell	2,540 -160	-6%	-$14.8K	0.72%	33
2019 Q2	$256K	Hold	2,700	–	–	0.72%	33
2019 Q1	$241K	Hold	2,700	–	–	0.82%	30
2018 Q4	$218K	Buy	+2,700	New	+$224K	0.72%	33

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

Dougherty Wealth Advisers's AMZN Position: Q1 2026 in Review

Dougherty Wealth Advisers reduced its Amazon (AMZN) stake by 6.7% in Q1 2026, selling an estimated $32.6K and leaving 2,060 shares worth $429K. The position accounts for 0.27% of the portfolio, ranked #31.

Dougherty Wealth Advisers first reported a position in AMZN in Q4 2018 and has held it in 30 quarters since. The position peaked at $510K in Q4 2025. 5,980 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Dougherty Wealth Advisers held 2,060 shares of Amazon worth $429K as of Q1 2026.
Dougherty Wealth Advisers sold 148 Amazon shares in Q1 2026, an estimated $32.6K.
Amazon made up 0.27% of Dougherty Wealth Advisers's portfolio in Q1 2026, its #31 holding.
Dougherty Wealth Advisers first reported a position in Amazon in Q4 2018 and has held it in 30 quarters since.
Dougherty Wealth Advisers's Amazon position peaked at $510K in Q4 2025.
5,980 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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