EWM
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EPG Wealth Management’s Amazon AMZN Stock Holding History

EPG 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
2025
Q2 		– Sell
-400
Closed -$76.1K – 316
2025
Q1 		$76.1K Buy
+400
New +$86.8K 0.02% 264

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

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

EPG Wealth Management increased its Amazon (AMZN) stake by 5.4% in Q1 2026, buying an estimated $296K and bringing the position to 26,418 shares worth $5.5M. The position accounts for 1.49% of the portfolio, ranked #17.

EPG Wealth Management first reported a position in AMZN in Q4 2019 and has held it in 25 quarters since. The position peaked at $5.79M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • EPG Wealth Management held 26,418 shares of Amazon worth $5.5M as of Q1 2026.
  • EPG Wealth Management bought 1,343 Amazon shares in Q1 2026, an estimated $296K.
  • Amazon made up 1.49% of EPG Wealth Management's portfolio in Q1 2026, its #17 holding.
  • EPG Wealth Management first reported a position in Amazon in Q4 2019 and has held it in 25 quarters since.
  • EPG Wealth Management's Amazon position peaked at $5.79M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.