Heritage Wealth Management (Ohio)’s Amazon AMZN Stock Holding History

Heritage Wealth Management (Ohio)’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	$2.07M	Buy	9,947 +350	+4%	+$77.1K	1.03%	31
2025 Q4	$2.22M	Sell	9,597 -78	-0.8%	-$17.8K	0.62%	42
2025 Q3	$2.12M	Sell	9,675 -54	-0.6%	-$12.2K	0.62%	39
2025 Q2	$2.13M	Buy	9,729 +975	+11%	+$193K	0.69%	35
2025 Q1	$1.67M	Buy	8,754 +1,547	+21%	+$336K	0.57%	42
2024 Q4	$1.58M	Buy	7,207 +110	+2%	+$22.5K	0.53%	46
2024 Q3	$1.32M	Sell	7,097 -330	-4%	-$60.2K	0.43%	62
2024 Q2	$1.49M	Buy	+7,427	New	+$1.36M	0.5%	50

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

Heritage Wealth Management (Ohio)'s AMZN Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) increased its Amazon (AMZN) stake by 3.6% in Q1 2026, buying an estimated $77.1K and bringing the position to 9,947 shares worth $2.07M. The position accounts for 1.03% of the portfolio, ranked #31.

Heritage Wealth Management (Ohio) first reported a position in AMZN in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.22M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Heritage Wealth Management (Ohio) held 9,947 shares of Amazon worth $2.07M as of Q1 2026.
Heritage Wealth Management (Ohio) bought 350 Amazon shares in Q1 2026, an estimated $77.1K.
Amazon made up 1.03% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #31 holding.
Heritage Wealth Management (Ohio) first reported a position in Amazon in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Amazon position peaked at $2.22M in Q4 2025.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.