FWM
AMZN icon

Fonville Wealth Management’s Amazon AMZN Stock Holding History

Fonville 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 		$2.12M Buy
10,194
+271
+3% +$59.7K 0.4% 47
2025
Q4 		$2.29M Buy
9,923
+548
+6% +$125K 0.47% 44
2025
Q3 		$2.06M Buy
9,375
+360
+4% +$81.5K 0.46% 43
2025
Q2 		$1.98M Buy
9,015
+290
+3% +$57.4K 0.5% 42
2025
Q1 		$1.65M Buy
8,725
+24
+0.3% +$5.21K 0.49% 43
2024
Q4 		$1.91M Sell
8,701
-703
-7% -$144K 0.63% 39
2024
Q3 		$1.75M Buy
9,404
+1,010
+12% +$184K 0.61% 40
2024
Q2 		$1.62M Buy
8,394
+1,578
+23% +$290K 0.64% 40
2024
Q1 		$1.23M Buy
6,816
+527
+8% +$88K 0.54% 48
2023
Q4 		$956K Buy
+6,289
New +$882K 0.51% 49

Other funds holding AMZN

BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return