Fusion Family Wealth’s Amazon AMZN Stock Holding History

Fusion Family Wealth’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	–	Sell	-942	Closed	-$217K	–	48
2025 Q4	$217K	Hold	942	–	–	0.02%	45
2025 Q3	$207K	Hold	942	–	–	0.02%	46
2025 Q2	$207K	Buy	+942	New	+$186K	0.02%	47
2025 Q1	–	Sell	-942	Closed	-$207K	–	45
2024 Q4	$207K	Buy	+942	New	+$193K	0.02%	45
2021 Q2	–	Sell	-200	Closed	-$31K	–	41
2021 Q1	$31K	Buy	+200	New	+$31.7K	﹤0.01%	60
2019 Q1	–	Sell	-7,720	Closed	-$580K	–	158
2018 Q4	$580K	Sell	7,720 -2,900	-27%	-$241K	0.17%	34
2018 Q3	$1.06M	Buy	10,620 +3,260	+44%	+$307K	0.29%	23
2018 Q2	$626K	Buy	7,360 +840	+13%	+$66.7K	0.18%	31
2018 Q1	$472K	Buy	6,520 +1,780	+38%	+$127K	0.16%	31
2017 Q4	$277K	Buy	4,740 +4,560	+2,533%	+$251K	0.07%	58
2017 Q3	$9K	Sell	180 -2,980	-94%	-$146K	﹤0.01%	156
2017 Q2	$153K	Hold	3,160	–	–	0.05%	81
2017 Q1	$140K	Sell	3,160 -3,120	-50%	-$130K	0.05%	81
2016 Q4	$255K	Buy	+6,280	New	+$246K	0.15%	64

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fusion Family Wealth's AMZN Position: Q1 2026 in Review

Fusion Family Wealth sold out of Amazon (AMZN) in Q1 2026, closing a stake of 942 shares — an estimated $217K sold.

Fusion Family Wealth first reported a position in AMZN in Q4 2016 and held it in 14 quarters. The position peaked at $1.06M in Q3 2018. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Fusion Family Wealth reported no remaining Amazon position as of Q1 2026 after selling out during the quarter.
Fusion Family Wealth sold 942 Amazon shares in Q1 2026, an estimated $217K.
Fusion Family Wealth first reported a position in Amazon in Q4 2016 and held it in 14 quarters.
Fusion Family Wealth's Amazon position peaked at $1.06M in Q3 2018.
5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Fusion Family Wealth's 13F filing for Q1 2026, filed 5 May 2026.