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Dynamic Wealth Strategies’s Amazon AMZN Stock Holding History

Dynamic Wealth Strategies’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 		$512K Sell
2,457
-745
-23% -$164K 0.3% 42
2025
Q4 		$739K Buy
3,202
+372
+13% +$85.1K 0.44% 36
2025
Q3 		$621K Buy
2,830
+353
+14% +$79.9K 0.42% 36
2025
Q2 		$543K Sell
2,477
-321
-11% -$63.5K 0.39% 35
2025
Q1 		$532K Buy
2,798
+134
+5% +$29.1K 0.44% 35
2024
Q4 		$584K Buy
2,664
+61
+2% +$12.5K 0.52% 32
2024
Q3 		$485K Hold
2,603
– – 0.4% 33
2024
Q2 		$503K Sell
2,603
-3
-0.1% -$551 0.43% 33
2024
Q1 		$470K Buy
2,606
+145
+6% +$24.2K 0.4% 34
2023
Q4 		$374K Buy
+2,461
New +$345K 0.34% 34

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

Dynamic Wealth Strategies's AMZN Position: Q1 2026 in Review

Dynamic Wealth Strategies reduced its Amazon (AMZN) stake by 23% in Q1 2026, selling an estimated $164K and leaving 2,457 shares worth $512K. The position accounts for 0.3% of the portfolio, ranked #42.

Dynamic Wealth Strategies first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $739K in Q4 2025. 5,980 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Dynamic Wealth Strategies held 2,457 shares of Amazon worth $512K as of Q1 2026.
  • Dynamic Wealth Strategies sold 745 Amazon shares in Q1 2026, an estimated $164K.
  • Amazon made up 0.3% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #42 holding.
  • Dynamic Wealth Strategies first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's Amazon position peaked at $739K in Q4 2025.
  • 5,980 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.