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High Net Worth Advisory Group’s Amazon AMZN Stock Holding History

High Net Worth Advisory Group’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 		$5.38M Sell
25,813
-2,005
-7% -$441K 1.25% 14
2025
Q4 		$6.42M Buy
27,818
+347
+1% +$79.4K 1.48% 14
2025
Q3 		$6.03M Buy
27,471
+1,063
+4% +$241K 1.45% 14
2025
Q2 		$5.79M Buy
26,408
+1,051
+4% +$208K 1.53% 13
2025
Q1 		$4.82M Sell
25,357
-1,062
-4% -$230K 1.36% 16
2024
Q4 		$5.8M Sell
26,419
-2,456
-9% -$502K 1.62% 13
2024
Q3 		$5.38M Buy
28,875
+1,974
+7% +$360K 1.47% 14
2024
Q2 		$5.2M Sell
26,901
-55
-0.2% -$10.1K 1.58% 14
2024
Q1 		$4.86M Buy
26,956
+2,417
+10% +$403K 1.53% 15
2023
Q4 		$3.73M Sell
24,539
-745
-3% -$104K 1.38% 18
2023
Q3 		$3.21M Buy
25,284
+3,710
+17% +$497K 1.29% 19
2023
Q2 		$2.81M Sell
21,574
-1,095
-5% -$125K 1.09% 20
2023
Q1 		$2.34M Buy
22,669
+2,479
+12% +$240K 0.95% 22
2022
Q4 		$1.7M Sell
20,190
-3,590
-15% -$355K 0.66% 38
2022
Q3 		$2.69M Buy
23,780
+1,500
+7% +$190K 1.15% 14
2022
Q2 		$2.37M Sell
22,280
-3,720
-14% -$465K 0.98% 18
2022
Q1 		$4.24M Sell
26,000
-1,260
-5% -$195K 1.54% 13
2021
Q4 		$4.54M Buy
+27,260
New +$4.67M 1.59% 13

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

High Net Worth Advisory Group's AMZN Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its Amazon (AMZN) stake by 7.2% in Q1 2026, selling an estimated $441K and leaving 25,813 shares worth $5.38M. The position accounts for 1.25% of the portfolio, ranked #14.

High Net Worth Advisory Group first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.42M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • High Net Worth Advisory Group held 25,813 shares of Amazon worth $5.38M as of Q1 2026.
  • High Net Worth Advisory Group sold 2,005 Amazon shares in Q1 2026, an estimated $441K.
  • Amazon made up 1.25% of High Net Worth Advisory Group's portfolio in Q1 2026, its #14 holding.
  • High Net Worth Advisory Group first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • High Net Worth Advisory Group's Amazon position peaked at $6.42M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.