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Independent Advisor Alliance’s Amazon AMZN Stock Holding History

Independent Advisor Alliance’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
2018
Q4 		– Sell
-311,820
Closed -$30.6M – 404
2018
Q3 		$30.6M Buy
311,820
+29,980
+11% +$2.82M 5.51% 1
2018
Q2 		$23.5M Buy
281,840
+281,820
+1,409,100% +$22.4M 4.88% 2
2018
Q1 		$4K Buy
+20
New +$1.43K ﹤0.01% 346

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

Independent Advisor Alliance's AMZN Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Amazon (AMZN) stake by 9.5% in Q1 2026, selling an estimated $12.4M and leaving 539,033 shares worth $112M. The position accounts for 1.2% of the portfolio, ranked #11.

Independent Advisor Alliance first reported a position in AMZN in Q4 2016 and has held it in 37 quarters since. The position peaked at $137M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Independent Advisor Alliance held 539,033 shares of Amazon worth $112M as of Q1 2026.
  • Independent Advisor Alliance sold 56,464 Amazon shares in Q1 2026, an estimated $12.4M.
  • Amazon made up 1.2% of Independent Advisor Alliance's portfolio in Q1 2026, its #11 holding.
  • Independent Advisor Alliance first reported a position in Amazon in Q4 2016 and has held it in 37 quarters since.
  • Independent Advisor Alliance's Amazon position peaked at $137M in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.