EWA
AMZN icon

Etesian Wealth Advisors’s Amazon AMZN Stock Holding History

Etesian Wealth 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 		$4.23M Sell
20,326
-91
-0.4% -$20K 1.35% 22
2025
Q4 		$4.71M Sell
20,417
-396
-2% -$90.6K 1.48% 19
2025
Q3 		$4.57M Sell
20,813
-436
-2% -$98.7K 1.51% 18
2025
Q2 		$4.66M Sell
21,249
-380
-2% -$75.2K 1.74% 15
2025
Q1 		$4.12M Sell
21,629
-241
-1% -$52.3K 1.77% 13
2024
Q4 		$4.8M Buy
21,870
+227
+1% +$46.4K 2.12% 12
2024
Q3 		$4.03M Buy
21,643
+4,021
+23% +$734K 1.83% 12
2024
Q2 		$3.41M Buy
17,622
+380
+2% +$69.8K 1.91% 12
2024
Q1 		$3.11M Sell
17,242
-159
-0.9% -$26.5K 1.78% 14
2023
Q4 		$2.67M Buy
17,401
+98
+0.6% +$13.7K 1.6% 16
2023
Q3 		$2.2M Buy
17,303
+100
+0.6% +$13.4K 1.48% 19
2023
Q2 		$2.24M Buy
17,203
+1
+0% +$114 1.46% 19
2023
Q1 		$1.78M Sell
17,202
-70
-0.4% -$6.76K 1.18% 27
2022
Q4 		$1.45M Buy
+17,272
New +$1.71M 1.06% 36

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

Etesian Wealth Advisors's AMZN Position: Q1 2026 in Review

Etesian Wealth Advisors reduced its Amazon (AMZN) stake by 0.45% in Q1 2026, selling an estimated $20K and leaving 20,326 shares worth $4.23M. The position accounts for 1.35% of the portfolio, ranked #22.

Etesian Wealth Advisors first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.8M in Q4 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Etesian Wealth Advisors held 20,326 shares of Amazon worth $4.23M as of Q1 2026.
  • Etesian Wealth Advisors sold 91 Amazon shares in Q1 2026, an estimated $20K.
  • Amazon made up 1.35% of Etesian Wealth Advisors's portfolio in Q1 2026, its #22 holding.
  • Etesian Wealth Advisors first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
  • Etesian Wealth Advisors's Amazon position peaked at $4.8M in Q4 2024.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.