Elevate Wealth Advisory’s Amazon AMZN Stock Holding History

Elevate Wealth Advisory’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	$272K	Buy	1,306 +204	+19%	+$44.9K	0.17%	67
2025 Q4	$254K	Buy	1,102 +57	+5%	+$13K	0.17%	63
2025 Q3	$229K	Sell	1,045 -44	-4%	-$9.96K	0.17%	65
2025 Q2	$239K	Sell	1,089 -245	-18%	-$48.5K	0.17%	69
2025 Q1	$254K	Buy	1,334 +61	+5%	+$13.2K	0.18%	64
2024 Q4	$279K	Buy	1,273 +113	+10%	+$23.1K	0.21%	56
2024 Q3	$216K	Buy	1,160 +2	+0.2%	+$365	0.16%	67
2024 Q2	$224K	Buy	+1,158	New	+$213K	0.18%	60

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

Elevate Wealth Advisory's AMZN Position: Q1 2026 in Review

Elevate Wealth Advisory increased its Amazon (AMZN) stake by 19% in Q1 2026, buying an estimated $44.9K and bringing the position to 1,306 shares worth $272K. The position accounts for 0.17% of the portfolio, ranked #67.

Elevate Wealth Advisory first reported a position in AMZN in Q2 2024 and has held it in 8 quarters since. The position peaked at $279K in Q4 2024. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Elevate Wealth Advisory held 1,306 shares of Amazon worth $272K as of Q1 2026.
Elevate Wealth Advisory bought 204 Amazon shares in Q1 2026, an estimated $44.9K.
Amazon made up 0.17% of Elevate Wealth Advisory's portfolio in Q1 2026, its #67 holding.
Elevate Wealth Advisory first reported a position in Amazon in Q2 2024 and has held it in 8 quarters since.
Elevate Wealth Advisory's Amazon position peaked at $279K in Q4 2024.
5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.