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Eads & Heald Wealth Management’s Amazon AMZN Stock Holding History

Eads & Heald 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 		$3.06M Sell
14,680
-87
-0.6% -$19.2K 1.52% 9
2025
Q4 		$3.41M Sell
14,767
-302
-2% -$69.1K 1.65% 7
2025
Q3 		$3.31M Sell
15,069
-236
-2% -$53.4K 1.58% 9
2025
Q2 		$3.36M Sell
15,305
-628
-4% -$124K 1.66% 8
2025
Q1 		$3.03M Sell
15,933
-441
-3% -$95.7K 1.54% 9
2024
Q4 		$3.59M Sell
16,374
-695
-4% -$142K 1.77% 5
2024
Q3 		$3.18M Sell
17,069
-1,127
-6% -$206K 1.51% 8
2024
Q2 		$3.52M Sell
18,196
-884
-5% -$162K 1.7% 3
2024
Q1 		$3.44M Sell
19,080
-1,534
-7% -$256K 1.61% 3
2023
Q4 		$3.13M Sell
20,614
-402
-2% -$56.4K 1.51% 4
2023
Q3 		$2.67M Sell
21,016
-507
-2% -$67.9K 1.4% 11
2023
Q2 		$2.81M Sell
21,523
-932
-4% -$106K 1.38% 13
2023
Q1 		$2.32M Sell
22,455
-40
-0.2% -$3.87K 1.15% 31
2022
Q4 		$1.89M Buy
22,495
+2,215
+11% +$219K 0.96% 45
2022
Q3 		$2.29M Buy
20,280
+633
+3% +$80K 1.3% 15
2022
Q2 		$2.09M Buy
19,647
+587
+3% +$73.5K 1.12% 37
2022
Q1 		$3.11M Sell
19,060
-60
-0.3% -$9.27K 1.44% 6
2021
Q4 		$3.19M Sell
19,120
-360
-2% -$61.6K 1.39% 6
2021
Q3 		$3.2M Buy
19,480
+280
+1% +$48.3K 1.55% 4
2021
Q2 		$3.3M Sell
19,200
-1,080
-5% -$179K 1.61% 2
2021
Q1 		$3.14M Sell
20,280
-680
-3% -$108K 1.61% 2
2020
Q4 		$3.41M Sell
20,960
-380
-2% -$60.6K 1.84% 2
2020
Q3 		$3.36M Sell
21,340
-4,940
-19% -$779K 2.01% 2
2020
Q2 		$3.63M Sell
26,280
-2,860
-10% -$345K 2.2% 1
2020
Q1 		$2.84M Sell
29,140
-1,700
-6% -$165K 2.01% 1
2019
Q4 		$2.85M Buy
30,840
+800
+3% +$70.8K 1.51% 7
2019
Q3 		$2.61M Sell
30,040
-280
-0.9% -$26K 1.46% 9
2019
Q2 		$2.87M Sell
30,320
-1,000
-3% -$93.2K 1.62% 1
2019
Q1 		$2.79M Sell
31,320
-40
-0.1% -$3.33K 1.61% 2
2018
Q4 		$2.35M Sell
31,360
-1,360
-4% -$113K 1.57% 3
2018
Q3 		$3.28M Sell
32,720
-4,000
-11% -$376K 1.88% 1
2018
Q2 		$3.12M Sell
36,720
-4,100
-10% -$325K 1.92% 1
2018
Q1 		$2.95M Sell
40,820
-10,040
-20% -$718K 1.87% 1
2017
Q4 		$2.97M Sell
50,860
-3,380
-6% -$186K 1.75% 1
2017
Q3 		$2.61M Sell
54,240
-1,700
-3% -$83.5K 1.62% 1
2017
Q2 		$2.71M Sell
55,940
-6,140
-10% -$293K 1.74% 1
2017
Q1 		$2.75M Sell
62,080
-1,660
-3% -$69.2K 1.77% 1
2016
Q4 		$2.39M Buy
63,740
+4,040
+7% +$158K 1.63% 2
2016
Q3 		$2.5M Sell
59,700
-3,120
-5% -$119K 1.72% 1
2016
Q2 		$2.25M Sell
62,820
-6,340
-9% -$214K 1.54% 2
2016
Q1 		$2.05M Sell
69,160
-1,100
-2% -$31.2K 1.42% 9
2015
Q4 		$2.37M Sell
70,260
-3,340
-5% -$105K 1.64% 1
2015
Q3 		$1.88M Sell
73,600
-7,440
-9% -$188K 1.34% 17
2015
Q2 		$1.76M Sell
81,040
-4,700
-5% -$98.2K 1.16% 32
2015
Q1 		$1.59M Sell
85,740
-2,060
-2% -$36.2K 1.03% 42
2014
Q4 		$1.36M Sell
87,800
-420
-0.5% -$6.54K 0.87% 57
2014
Q3 		$1.42M Sell
88,220
-1,860
-2% -$30.9K 0.96% 49
2014
Q2 		$1.46M Sell
90,080
-5,860
-6% -$92.7K 0.97% 50
2014
Q1 		$1.61M Buy
95,940
+960
+1% +$17.8K 1.06% 44
2013
Q4 		$1.89M Sell
94,980
-8,040
-8% -$145K 1.26% 37
2013
Q3 		$1.61M Sell
103,020
-6,420
-6% -$95.7K 1.15% 42
2013
Q2 		$1.52M Buy
+109,440
New +$1.46M 1.08% 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

Eads & Heald Wealth Management's AMZN Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its Amazon (AMZN) stake by 0.59% in Q1 2026, selling an estimated $19.2K and leaving 14,680 shares worth $3.06M. The position accounts for 1.52% of the portfolio, ranked #9.

Eads & Heald Wealth Management first reported a position in AMZN in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.63M in Q2 2020. 5,981 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Eads & Heald Wealth Management held 14,680 shares of Amazon worth $3.06M as of Q1 2026.
  • Eads & Heald Wealth Management sold 87 Amazon shares in Q1 2026, an estimated $19.2K.
  • Amazon made up 1.52% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Eads & Heald Wealth Management first reported a position in Amazon in Q2 2013 and has held it in 52 quarters since.
  • Eads & Heald Wealth Management's Amazon position peaked at $3.63M in Q2 2020.
  • 5,981 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.