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IAG Wealth Partners’s Amazon AMZN Stock Holding History

IAG Wealth Partners’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 		$351K Buy
1,683
+46
+3% +$10.1K 0.04% 94
2025
Q4 		$378K Sell
1,637
-102
-6% -$23.3K 0.04% 92
2025
Q3 		$382K Sell
1,739
-80
-4% -$18.1K 0.05% 88
2025
Q2 		$399K Sell
1,819
-256
-12% -$50.7K 0.05% 85
2025
Q1 		$395K Buy
2,075
+410
+25% +$89K 0.06% 80
2024
Q4 		$365K Sell
1,665
-65
-4% -$13.3K 0.06% 79
2024
Q3 		$322K Buy
1,730
+300
+21% +$54.7K 0.06% 83
2024
Q2 		$276K Buy
1,430
+86
+6% +$15.8K 0.06% 81
2024
Q1 		$242K Buy
1,344
+90
+7% +$15K 0.05% 84
2023
Q4 		$191K Buy
1,254
+41
+3% +$5.75K 0.04% 86
2023
Q3 		$154K Buy
1,213
+29
+2% +$3.89K 0.04% 89
2023
Q2 		$154K Sell
1,184
-2,120
-64% -$242K 0.04% 99
2023
Q1 		$341K Buy
3,304
+2,000
+153% +$193K 0.09% 56
2022
Q4 		$110K Sell
1,304
-164
-11% -$16.2K 0.03% 95
2022
Q3 		$166K Buy
1,468
+44
+3% +$5.56K 0.06% 68
2022
Q2 		$151K Sell
1,424
-36
-2% -$4.5K 0.05% 76
2022
Q1 		$238K Buy
1,460
+360
+33% +$55.6K 0.07% 60
2021
Q4 		$183K Buy
1,100
+60
+6% +$10.3K 0.06% 62
2021
Q3 		$171K Sell
1,040
-280
-21% -$48.3K 0.06% 56
2021
Q2 		$228K Sell
1,320
-20
-1% -$3.32K 0.08% 47
2021
Q1 		$208K Sell
1,340
-220
-14% -$34.9K 0.08% 51
2020
Q4 		$255K Buy
1,560
+260
+20% +$41.5K 0.1% 46
2020
Q3 		$205K Buy
1,300
+200
+18% +$31.5K 0.09% 51
2020
Q2 		$152K Hold
1,100
– – 0.07% 58
2020
Q1 		$108K Buy
1,100
+160
+17% +$15.5K 0.07% 61
2019
Q4 		$87K Buy
+940
New +$83.2K 0.06% 73

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

IAG Wealth Partners's AMZN Position: Q1 2026 in Review

IAG Wealth Partners increased its Amazon (AMZN) stake by 2.8% in Q1 2026, buying an estimated $10.1K and bringing the position to 1,683 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #94.

IAG Wealth Partners first reported a position in AMZN in Q4 2019 and has held it in 26 quarters since. The position peaked at $399K in Q2 2025. 5,985 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • IAG Wealth Partners held 1,683 shares of Amazon worth $351K as of Q1 2026.
  • IAG Wealth Partners bought 46 Amazon shares in Q1 2026, an estimated $10.1K.
  • Amazon made up 0.04% of IAG Wealth Partners's portfolio in Q1 2026, its #94 holding.
  • IAG Wealth Partners first reported a position in Amazon in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's Amazon position peaked at $399K in Q2 2025.
  • 5,985 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.