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Golden State Wealth Management’s Amazon AMZN Stock Holding History

Golden State 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 		$18.3M Sell
87,692
-724
-0.8% -$159K 2% 8
2025
Q4 		$20.4M Buy
88,416
+652
+0.7% +$149K 2.16% 8
2025
Q3 		$19.3M Buy
87,764
+3,163
+4% +$716K 2.13% 8
2025
Q2 		$18.6M Buy
84,601
+11,451
+16% +$2.27M 2.26% 7
2025
Q1 		$13.9M Buy
73,150
+3,048
+4% +$661K 2.07% 7
2024
Q4 		$15.4M Buy
+70,102
New +$14.3M 2.3% 6
2022
Q1 		$11.1M Sell
68,020
-2,200
-3% -$340K 2.17% 8
2021
Q4 		$11.7M Buy
70,220
+6,680
+11% +$1.14M 2.02% 8
2021
Q3 		$10.4M Buy
63,540
+700
+1% +$121K 2.27% 8
2021
Q2 		$10.8M Buy
62,840
+4,400
+8% +$731K 2.38% 7
2021
Q1 		$9.04M Sell
58,440
-7,400
-11% -$1.17M 2.98% 6
2020
Q4 		$10.7M Buy
65,840
+11,660
+22% +$1.86M 3.11% 5
2020
Q3 		$8.53M Sell
54,180
-6,700
-11% -$1.06M 2.85% 5
2020
Q2 		$8.37M Buy
60,880
+5,900
+11% +$713K 2.68% 5
2020
Q1 		$5.36M Buy
54,980
+49,160
+845% +$4.76M 2.36% 6
2019
Q4 		$538K Sell
5,820
-60,020
-91% -$5.31M 0.1% 32
2019
Q3 		$5.71M Sell
65,840
-6,420
-9% -$595K 1.89% 8
2019
Q2 		$6.84M Sell
72,260
-600
-0.8% -$55.9K 2.17% 6
2019
Q1 		$6.49M Buy
+72,860
New +$6.06M 2.17% 6

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

Golden State Wealth Management's AMZN Position: Q1 2026 in Review

Golden State Wealth Management reduced its Amazon (AMZN) stake by 0.82% in Q1 2026, selling an estimated $159K and leaving 87,692 shares worth $18.3M. The position accounts for 2% of the portfolio, ranked #8.

Golden State Wealth Management first reported a position in AMZN in Q1 2019 and has held it in 19 quarters since. The position peaked at $20.4M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Golden State Wealth Management held 87,692 shares of Amazon worth $18.3M as of Q1 2026.
  • Golden State Wealth Management sold 724 Amazon shares in Q1 2026, an estimated $159K.
  • Amazon made up 2% of Golden State Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Golden State Wealth Management first reported a position in Amazon in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's Amazon position peaked at $20.4M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.