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Ergawealth Advisors’s Amazon AMZN Stock Holding History

Ergawealth Advisors’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 		$464K Sell
2,226
-100
-4% -$22K 0.21% 32
2025
Q4 		$537K Sell
2,326
-100
-4% -$22.9K 0.25% 33
2025
Q3 		$533K Sell
2,426
-184
-7% -$41.6K 0.25% 33
2025
Q2 		$573K Buy
2,610
+25
+1% +$4.95K 0.26% 41
2025
Q1 		$492K Hold
2,585
– – 0.24% 40
2024
Q4 		$567K Sell
2,585
-300
-10% -$61.4K 0.28% 33
2024
Q3 		$538K Buy
2,885
+9
+0.3% +$1.64K 0.27% 37
2024
Q2 		$556K Buy
2,876
+7
+0.2% +$1.29K 0.3% 35
2024
Q1 		$518K Sell
2,869
-94
-3% -$15.7K 0.28% 31
2023
Q4 		$450K Buy
2,963
+230
+8% +$32.2K 0.28% 30
2023
Q3 		$347K Buy
2,733
+40
+1% +$5.36K 0.24% 35
2023
Q2 		$351K Hold
2,693
– – 0.24% 31
2023
Q1 		$278K Hold
2,693
– – 0.23% 31
2022
Q4 		$226K Buy
+2,693
New +$266K 0.2% 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

Ergawealth Advisors's AMZN Position: Q1 2026 in Review

Ergawealth Advisors reduced its Amazon (AMZN) stake by 4.3% in Q1 2026, selling an estimated $22K and leaving 2,226 shares worth $464K. The position accounts for 0.21% of the portfolio, ranked #32.

Ergawealth Advisors first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $573K in Q2 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Ergawealth Advisors held 2,226 shares of Amazon worth $464K as of Q1 2026.
  • Ergawealth Advisors sold 100 Amazon shares in Q1 2026, an estimated $22K.
  • Amazon made up 0.21% of Ergawealth Advisors's portfolio in Q1 2026, its #32 holding.
  • Ergawealth Advisors first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
  • Ergawealth Advisors's Amazon position peaked at $573K in Q2 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Ergawealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.