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Graybill Wealth Management’s Amazon AMZN Stock Holding History

Graybill 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 		$8.72M Buy
41,867
+4,009
+11% +$883K 2.65% 8
2025
Q4 		$8.74M Buy
37,858
+6,986
+23% +$1.6M 2.58% 12
2025
Q3 		$6.78M Sell
30,872
-575
-2% -$130K 2.08% 20
2025
Q2 		$6.9M Buy
31,447
+867
+3% +$172K 2.25% 18
2025
Q1 		$5.82M Buy
+30,580
New +$6.64M 2% 21
2024
Q3 		$5.54M Buy
29,709
+151
+0.5% +$27.6K 2.05% 22
2024
Q2 		$5.71M Buy
29,558
+165
+0.6% +$30.3K 2.32% 16
2024
Q1 		$5.3M Sell
29,393
-484
-2% -$80.8K 2.23% 20
2023
Q4 		$4.54M Sell
29,877
-266
-0.9% -$37.3K 2.01% 23
2023
Q3 		$3.83M Sell
30,143
-29
-0.1% -$3.89K 1.87% 25
2023
Q2 		$3.93M Buy
30,172
+948
+3% +$108K 1.87% 28
2023
Q1 		$3.02M Buy
29,224
+1,846
+7% +$178K 1.54% 34
2022
Q4 		$2.3M Buy
27,378
+716
+3% +$70.7K 1.25% 41
2022
Q3 		$3.01M Buy
26,662
+183
+0.7% +$23.1K 1.79% 28
2022
Q2 		$2.81M Buy
+26,479
New +$3.31M 1.56% 35
2021
Q3 		– Sell
-2,340
Closed -$402K – 50
2021
Q2 		$402K Sell
2,340
-80
-3% -$13.3K 0.2% 47
2021
Q1 		$374K Sell
2,420
-440
-15% -$69.7K 0.2% 46
2020
Q4 		$466K Sell
2,860
-40
-1% -$6.38K 0.26% 43
2020
Q3 		$457K Buy
2,900
+100
+4% +$15.8K 0.3% 44
2020
Q2 		$386K Sell
2,800
-200
-7% -$24.2K 0.28% 44
2020
Q1 		$292K Hold
3,000
– – 0.26% 41
2019
Q4 		$277K Buy
3,000
+300
+11% +$26.6K 0.17% 44
2019
Q3 		$234K Hold
2,700
– – 0.16% 52
2019
Q2 		$256K Hold
2,700
– – 0.18% 43
2019
Q1 		$240K Hold
2,700
– – 0.17% 46
2018
Q4 		$203K Hold
2,700
– – 0.17% 47
2018
Q3 		$270K Hold
2,700
– – 0.2% 45
2018
Q2 		$229K Buy
+2,700
New +$214K 0.18% 46

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

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

Graybill Wealth Management increased its Amazon (AMZN) stake by 11% in Q1 2026, buying an estimated $883K and bringing the position to 41,867 shares worth $8.72M. The position accounts for 2.65% of the portfolio, ranked #8.

Graybill Wealth Management first reported a position in AMZN in Q2 2018 and has held it in 28 quarters since. The position peaked at $8.74M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Graybill Wealth Management held 41,867 shares of Amazon worth $8.72M as of Q1 2026.
  • Graybill Wealth Management bought 4,009 Amazon shares in Q1 2026, an estimated $883K.
  • Amazon made up 2.65% of Graybill Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Graybill Wealth Management first reported a position in Amazon in Q2 2018 and has held it in 28 quarters since.
  • Graybill Wealth Management's Amazon position peaked at $8.74M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Graybill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.