Icon Wealth Advisors’s Amazon AMZN Stock Holding History

Icon Wealth Advisors’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	$23M	Sell	87,343 -20,398	-19%	-$4.49M	1.49%	19
2025 Q4	$25M	Buy	107,741 +1,672	+2%	+$383K	1.67%	15
2025 Q3	$23.3M	Sell	106,069 -8,094	-7%	-$1.83M	1.58%	16
2025 Q2	$25M	Buy	114,163 +2,486	+2%	+$492K	1.78%	12
2025 Q1	$21.2M	Buy	111,677 +680	+0.6%	+$148K	1.75%	12
2024 Q4	$24.4M	Sell	110,997 -13,087	-11%	-$2.68M	2%	12
2024 Q3	$23.1M	Sell	124,084 -996	-0.8%	-$182K	1.92%	12
2024 Q2	$23.4M	Sell	125,080 -1,939	-2%	-$356K	2.08%	11
2024 Q1	$22.9M	Buy	127,019 +9,636	+8%	+$1.61M	2.13%	8
2023 Q4	$17.8M	Buy	+117,383	New	+$16.5M	1.86%	10
2022 Q4	$10.9M	Buy	129,451 +2,768	+2%	+$273K	1.25%	13
2022 Q3	$14.3M	Buy	+126,683	New	+$16M	1.74%	12

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

Icon Wealth Advisors's AMZN Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Amazon (AMZN) stake by 19% in Q1 2026, selling an estimated $4.49M and leaving 87,343 shares worth $23M. The position accounts for 1.49% of the portfolio, ranked #19.

Icon Wealth Advisors first reported a position in AMZN in Q3 2022 and has held it in 12 quarters since. The position peaked at $25M in Q2 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Icon Wealth Advisors held 87,343 shares of Amazon worth $23M as of Q1 2026.
Icon Wealth Advisors sold 20,398 Amazon shares in Q1 2026, an estimated $4.49M.
Amazon made up 1.49% of Icon Wealth Advisors's portfolio in Q1 2026, its #19 holding.
Icon Wealth Advisors first reported a position in Amazon in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's Amazon position peaked at $25M in Q2 2025.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.