Guardian Wealth Advisors (Minnesota)’s Amazon AMZN Stock Holding History

Guardian Wealth Advisors (Minnesota)’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	$228K	Hold	1,093	–	–	0.13%	59
2025 Q4	$252K	Sell	1,093 -255	-19%	-$58.3K	0.14%	60
2025 Q3	$296K	Buy	1,348 +383	+40%	+$86.7K	0.17%	54
2025 Q2	$212K	Sell	965 -1,650	-63%	-$327K	0.13%	70
2025 Q1	$498K	Hold	2,615	–	–	0.32%	40
2024 Q4	$574K	Hold	2,615	–	–	0.37%	37
2024 Q3	$487K	Sell	2,615 -900	-26%	-$164K	0.3%	48
2024 Q2	$679K	Buy	3,515 +38	+1%	+$6.98K	0.44%	32
2024 Q1	$627K	Sell	3,477 -45	-1%	-$7.51K	0.41%	38
2023 Q4	$535K	Buy	3,522 +121	+4%	+$17K	0.37%	41
2023 Q3	$432K	Sell	3,401 -91	-3%	-$12.2K	0.33%	43
2023 Q2	$455K	Hold	3,492	–	–	0.33%	43
2023 Q1	$361K	Hold	3,492	–	–	0.28%	48
2022 Q4	$293K	Buy	3,492 +12	+0.3%	+$1.19K	0.26%	51
2022 Q3	$393K	Buy	3,480 +40	+1%	+$5.06K	0.38%	42
2022 Q2	$365K	Hold	3,440	–	–	0.34%	48
2022 Q1	$561K	Hold	3,440	–	–	0.46%	37
2021 Q4	$574K	Hold	3,440	–	–	0.46%	36
2021 Q3	$565K	Buy	3,440 +80	+2%	+$13.8K	0.5%	31
2021 Q2	$578K	Hold	3,360	–	–	0.5%	36
2021 Q1	$520K	Buy	3,360 +40	+1%	+$6.34K	0.48%	40
2020 Q4	$541K	Buy	+3,320	New	+$530K	0.54%	32

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

Guardian Wealth Advisors (Minnesota)'s AMZN Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) held its Amazon (AMZN) position steady in Q1 2026 at 1,093 shares worth $228K. The position accounts for 0.13% of the portfolio, ranked #59.

Guardian Wealth Advisors (Minnesota) first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. The position peaked at $679K in Q2 2024. 5,984 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Guardian Wealth Advisors (Minnesota) held 1,093 shares of Amazon worth $228K as of Q1 2026.
Guardian Wealth Advisors (Minnesota) left its Amazon share count unchanged in Q1 2026.
Amazon made up 0.13% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #59 holding.
Guardian Wealth Advisors (Minnesota) first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
Guardian Wealth Advisors (Minnesota)'s Amazon position peaked at $679K in Q2 2024.
5,984 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.