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Focused Wealth Management’s Amazon AMZN Stock Holding History

Focused 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
2026
Q1 		$625K Sell
3,000
-5,400
-64% -$1.19M 0.06% 96
2025
Q4 		$1.94M Buy
8,400
+4,100
+95% +$938K 0.2% 54
2025
Q3 		$944K Buy
+4,300
New +$973K 0.1% 80
2025
Q2 		– Sell
-900
Closed -$171K – 205
2025
Q1 		$171K Buy
+900
New +$195K 0.02% 166
2023
Q4 		– Sell
-1,400
Closed -$18.5K – 1027
2023
Q3 		$18.5K Buy
+1,400
New +$188K ﹤0.01% 435

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

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

Focused Wealth Management increased its Amazon (AMZN) stake by 29% in Q1 2026, buying an estimated $2.59M and bringing the position to 53,071 shares worth $11.1M. The position accounts for 1.15% of the portfolio, ranked #20.

Focused Wealth Management first reported a position in AMZN in Q3 2013 and has held it in 47 quarters since. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Focused Wealth Management held 53,071 shares of Amazon worth $11.1M as of Q1 2026.
  • Focused Wealth Management bought 11,780 Amazon shares in Q1 2026, an estimated $2.59M.
  • Amazon made up 1.15% of Focused Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Focused Wealth Management first reported a position in Amazon in Q3 2013 and has held it in 47 quarters since.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.