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Executive Wealth Management’s Amazon AMZN Stock Holding History

Executive 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
2024
Q4 		$13.1M Buy
59,828
+718
+1% +$147K 1.03% 23
2024
Q3 		$11M Buy
+59,110
New +$10.8M 0.86% 29
2024
Q2 		– Sell
-60,483
Closed -$10.9M – 129
2024
Q1 		$10.9M Buy
60,483
+2,488
+4% +$415K 0.96% 23
2023
Q4 		$8.81M Buy
57,995
+3,002
+5% +$421K 0.83% 41
2023
Q3 		$6.99M Sell
54,993
-1,229
-2% -$165K 0.72% 49
2023
Q2 		$7.33M Buy
56,222
+2,537
+5% +$290K 0.76% 44
2023
Q1 		$5.55M Buy
53,685
+2,733
+5% +$264K 0.62% 56
2022
Q4 		$4.28M Buy
50,952
+45,709
+872% +$4.52M 0.53% 58
2022
Q3 		$5.24K Sell
5,243
-36,068
-87% -$4.56M 0.73% 50
2022
Q2 		$4.39M Sell
41,311
-2,349
-5% -$294K 0.59% 54
2022
Q1 		$7.12M Buy
43,660
+1,000
+2% +$155K 0.77% 44
2021
Q4 		$7.11M Buy
42,660
+1,280
+3% +$219K 0.71% 44
2021
Q3 		$6.8M Sell
41,380
-1,280
-3% -$221K 0.75% 39
2021
Q2 		$7.34M Buy
42,660
+780
+2% +$130K 0.8% 29
2021
Q1 		$6.48M Buy
41,880
+6,360
+18% +$1.01M 0.76% 29
2020
Q4 		$5.79M Buy
35,520
+4,620
+15% +$737K 0.71% 36
2020
Q3 		$4.87M Buy
30,900
+1,260
+4% +$199K 0.67% 32
2020
Q2 		$4.09M Sell
29,640
-3,940
-12% -$476K 0.61% 36
2020
Q1 		$3.27M Sell
33,580
-9,000
-21% -$871K 0.58% 39
2019
Q4 		$3.93M Buy
+42,580
New +$3.77M 0.54% 49
2019
Q3 		– Sell
-43,340
Closed -$4.1M – 167
2019
Q2 		$4.1M Buy
43,340
+980
+2% +$91.3K 0.58% 35
2019
Q1 		$3.77M Buy
42,360
+2,140
+5% +$178K 0.67% 28
2018
Q4 		$3.02M Buy
+40,220
New +$3.34M 0.53% 35

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Executive Wealth Management's AMZN Position: Q4 2024 in Review

Executive Wealth Management increased its Amazon (AMZN) stake by 1.2% in Q4 2024, buying an estimated $147K and bringing the position to 59,828 shares worth $13.1M. The position accounts for 1.03% of the portfolio, ranked #23.

Executive Wealth Management first reported a position in AMZN in Q4 2018 and has held it in 23 quarters since. 5,541 funds tracked by Wall St. Rank hold AMZN as of Q4 2024.

  • Executive Wealth Management held 59,828 shares of Amazon worth $13.1M as of Q4 2024.
  • Executive Wealth Management bought 718 Amazon shares in Q4 2024, an estimated $147K.
  • Amazon made up 1.03% of Executive Wealth Management's portfolio in Q4 2024, its #23 holding.
  • Executive Wealth Management first reported a position in Amazon in Q4 2018 and has held it in 23 quarters since.
  • 5,541 funds tracked by Wall St. Rank held Amazon as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.