IWM
AMZN icon

Iams Wealth Management’s Amazon AMZN Stock Holding History

Iams 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 		$4.63M Buy
22,231
+3,876
+21% +$853K 1.61% 11
2025
Q4 		$4.24M Buy
18,355
+5,678
+45% +$1.3M 1.53% 10
2025
Q3 		$2.78M Buy
12,677
+3,113
+33% +$705K 1.12% 22
2025
Q2 		$2.1M Sell
9,564
-3,540
-27% -$701K 0.96% 28
2025
Q1 		$2.49M Buy
13,104
+998
+8% +$217K 1.14% 22
2024
Q4 		$2.66M Buy
12,106
+927
+8% +$190K 1.21% 20
2024
Q3 		$2.08M Buy
11,179
+1,973
+21% +$360K 1.02% 25
2024
Q2 		$1.78M Buy
9,206
+5,699
+163% +$1.05M 0.97% 31
2024
Q1 		$607K Buy
3,507
+295
+9% +$49.2K 0.37% 76
2023
Q4 		$488K Buy
3,212
+1,297
+68% +$182K 0.32% 82
2023
Q3 		$243K Buy
+1,915
New +$257K 0.17% 107

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