Endowment Wealth Management’s Amazon AMZN Stock Holding History

Endowment 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	$435K	Sell	2,091 -910	-30%	-$200K	0.19%	89
2025 Q4	$693K	Sell	3,001 -78	-3%	-$17.8K	0.32%	66
2025 Q3	$676K	Buy	3,079 +29	+1%	+$6.56K	0.31%	69
2025 Q2	$669K	Buy	3,050 +1,365	+81%	+$270K	0.35%	59
2025 Q1	$321K	Buy	1,685 +56	+3%	+$12.2K	0.21%	99
2024 Q4	$357K	Buy	1,629 +1	+0.1%	+$205	0.24%	83
2024 Q3	$303K	Sell	1,628 -67	-4%	-$12.2K	0.2%	98
2024 Q2	$327K	Sell	1,695 -10	-0.6%	-$1.84K	0.24%	88
2024 Q1	$307K	Buy	1,705 +10	+0.6%	+$1.67K	0.23%	93
2023 Q4	$257K	Sell	1,695 -113	-6%	-$15.8K	0.21%	105
2023 Q3	$230K	Buy	1,808 +126	+7%	+$16.9K	0.21%	111
2023 Q2	$219K	Buy	+1,682	New	+$192K	0.2%	118
2022 Q2	–	Sell	-1,560	Closed	-$254K	–	116
2022 Q1	$254K	Hold	1,560	–	–	0.27%	91
2021 Q4	$260K	Buy	+1,560	New	+$267K	0.26%	82

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

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

Endowment Wealth Management reduced its Amazon (AMZN) stake by 30% in Q1 2026, selling an estimated $200K and leaving 2,091 shares worth $435K. The position accounts for 0.19% of the portfolio, ranked #89.

Endowment Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 14 quarters since. The position peaked at $693K in Q4 2025. 5,987 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Endowment Wealth Management held 2,091 shares of Amazon worth $435K as of Q1 2026.
Endowment Wealth Management sold 910 Amazon shares in Q1 2026, an estimated $200K.
Amazon made up 0.19% of Endowment Wealth Management's portfolio in Q1 2026, its #89 holding.
Endowment Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 14 quarters since.
Endowment Wealth Management's Amazon position peaked at $693K in Q4 2025.
5,987 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.