EWG
AMZN icon

Executive Wealth Group’s Amazon AMZN Stock Holding History

Executive Wealth Group’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
2024
Q1 		$5.36M Buy
31,380
+20,920
+200% +$3.49M 1.12% 19
2023
Q4 		$1.59M Hold
10,460
– – 1.01% 20
2023
Q3 		$1.33M Hold
10,460
– – 0.94% 22
2023
Q2 		$1.36M Hold
10,460
– – 0.92% 23
2023
Q1 		$1.08M Hold
10,460
– – 0.77% 23
2022
Q4 		$879K Hold
10,460
– – 0.67% 25
2022
Q3 		$1.18M Hold
10,460
– – 1.01% 20
2022
Q2 		$1.11M Buy
10,460
+220
+2% +$27.5K 0.86% 22
2022
Q1 		$1.67M Hold
10,240
– – 1.09% 20
2021
Q4 		$1.71M Sell
10,240
-29,100
-74% -$4.98M 1.06% 20
2021
Q3 		$6.46M Hold
39,340
– – 3.95% 10
2021
Q2 		$6.77M Hold
39,340
– – 4% 10
2021
Q1 		$6.09M Hold
39,340
– – 3.75% 10
2020
Q4 		$6.41M Hold
39,340
– – 4.32% 10
2020
Q3 		$6.19M Hold
39,340
– – 4.76% 9
2020
Q2 		$5.43M Hold
39,340
– – 4.34% 10
2020
Q1 		$3.84M Hold
39,340
– – 3.68% 12
2019
Q4 		$3.63M Hold
39,340
– – 2.75% 13
2019
Q3 		$3.41M Hold
39,340
– – 2.73% 12
2019
Q2 		$3.72M Hold
39,340
– – 2.85% 12
2019
Q1 		$3.5M Hold
39,340
– – 2.73% 11
2018
Q4 		$2.95M Buy
39,340
+240
+0.6% +$20K 2.79% 11
2018
Q3 		$3.92M Hold
39,100
– – 3.25% 11
2018
Q2 		$3.32M Hold
39,100
– – 2.96% 12
2018
Q1 		$2.83M Hold
39,100
– – 2.44% 13
2017
Q4 		$2.29M Buy
+39,100
New +$2.15M 2.04% 16

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Executive Wealth Group's AMZN Position: Q1 2024 in Review

Executive Wealth Group increased its Amazon (AMZN) stake by 200% in Q1 2024, buying an estimated $3.49M and bringing the position to 31,380 shares worth $5.36M. The position accounts for 1.12% of the portfolio, ranked #19.

Executive Wealth Group first reported a position in AMZN in Q4 2017 and has held it in 26 quarters since. The position peaked at $6.77M in Q2 2021. 4,859 funds tracked by Wall St. Rank hold AMZN as of Q1 2024.

  • Executive Wealth Group held 31,380 shares of Amazon worth $5.36M as of Q1 2024.
  • Executive Wealth Group bought 20,920 Amazon shares in Q1 2024, an estimated $3.49M.
  • Amazon made up 1.12% of Executive Wealth Group's portfolio in Q1 2024, its #19 holding.
  • Executive Wealth Group first reported a position in Amazon in Q4 2017 and has held it in 26 quarters since.
  • Executive Wealth Group's Amazon position peaked at $6.77M in Q2 2021.
  • 4,859 funds tracked by Wall St. Rank held Amazon as of Q1 2024.

Based on Executive Wealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.