HWM
AMZN icon

HB Wealth Management’s Amazon AMZN Stock Holding History

HB 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 		$133M Buy
638,805
+20,748
+3% +$4.57M 0.86% 20
2025
Q4 		$143M Buy
618,057
+19,352
+3% +$4.43M 0.92% 18
2025
Q3 		$131M Buy
598,705
+82,307
+16% +$18.6M 0.89% 19
2025
Q2 		$113M Sell
516,398
-44,212
-8% -$8.75M 0.9% 20
2025
Q1 		$107M Buy
560,610
+143,745
+34% +$31.2M 0.89% 20
2024
Q4 		$91.5M Buy
416,865
+37,145
+10% +$7.6M 0.93% 17
2024
Q3 		$70.8M Buy
379,720
+26,430
+7% +$4.82M 0.76% 19
2024
Q2 		$68.3M Buy
353,290
+62,867
+22% +$11.5M 0.8% 18
2024
Q1 		$52.4M Buy
290,423
+26,697
+10% +$4.46M 0.66% 19
2023
Q4 		$40.1M Buy
263,726
+2,004
+0.8% +$281K 0.58% 18
2023
Q3 		$33.3M Buy
261,722
+50,248
+24% +$6.73M 0.54% 20
2023
Q2 		$27.6M Buy
211,474
+9,017
+4% +$1.03M 0.44% 27
2023
Q1 		$20.9M Buy
202,457
+11,895
+6% +$1.15M 0.36% 29
2022
Q4 		$16M Buy
190,562
+40,183
+27% +$3.97M 0.29% 43
2022
Q3 		$17M Buy
150,379
+8,495
+6% +$1.07M 0.36% 29
2022
Q2 		$15.1M Buy
141,884
+19,664
+16% +$2.46M 0.31% 31
2022
Q1 		$19.9M Buy
122,220
+28,280
+30% +$4.37M 0.37% 27
2021
Q4 		$15.7M Buy
+93,940
New +$16.1M 0.32% 25

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