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Independent Solutions Wealth Management’s Amazon AMZN Stock Holding History

Independent Solutions 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 		$6.43M Sell
30,880
-1,092
-3% -$240K 0.95% 27
2025
Q4 		$7.38M Sell
31,972
-1,204
-4% -$275K 1.36% 18
2025
Q3 		$7.28M Buy
33,176
+1,093
+3% +$247K 1.29% 20
2025
Q2 		$7.04M Buy
32,083
+306
+1% +$60.6K 1.37% 18
2025
Q1 		$6.05M Sell
31,777
-467
-1% -$101K 1.35% 20
2024
Q4 		$7.07M Sell
32,244
-781
-2% -$160K 1.55% 18
2024
Q3 		$6.15M Sell
33,025
-420
-1% -$76.6K 1.39% 20
2024
Q2 		$6.46M Sell
33,445
-262
-0.8% -$48.1K 1.48% 16
2024
Q1 		$6.08M Buy
33,707
+10,483
+45% +$1.75M 1.44% 17
2023
Q4 		$3.53M Buy
23,224
+4,921
+27% +$690K 0.91% 31
2023
Q3 		$2.33M Buy
18,303
+2,500
+16% +$335K 0.6% 45
2023
Q2 		$2.06M Buy
15,803
+299
+2% +$34.1K 0.52% 50
2023
Q1 		$1.6M Sell
15,504
-357
-2% -$34.5K 0.47% 56
2022
Q4 		$1.33M Sell
15,861
-11,474
-42% -$1.13M 0.41% 63
2022
Q3 		$3.09M Buy
27,335
+1,742
+7% +$220K 1.01% 22
2022
Q2 		$2.72M Sell
25,593
-5,767
-18% -$722K 0.85% 26
2022
Q1 		$5.11M Sell
31,360
-1,920
-6% -$297K 1.2% 17
2021
Q4 		$5.55M Sell
33,280
-180
-0.5% -$30.8K 1.31% 17
2021
Q3 		$5.49M Buy
33,460
+260
+0.8% +$44.8K 1.36% 15
2021
Q2 		$5.71M Sell
33,200
-4,340
-12% -$721K 1.39% 15
2021
Q1 		$5.81M Buy
37,540
+160
+0.4% +$25.4K 1.6% 14
2020
Q4 		$6.09M Buy
37,380
+1,600
+4% +$255K 1.9% 13
2020
Q3 		$5.63M Buy
35,780
+580
+2% +$91.4K 2.15% 12
2020
Q2 		$4.86M Buy
35,200
+3,200
+10% +$387K 2.08% 12
2020
Q1 		$3.12M Buy
32,000
+3,020
+10% +$292K 1.72% 15
2019
Q4 		$2.68M Buy
+28,980
New +$2.56M 1.19% 21

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 Solutions Wealth Management's AMZN Position: Q1 2026 in Review

Independent Solutions Wealth Management reduced its Amazon (AMZN) stake by 3.4% in Q1 2026, selling an estimated $240K and leaving 30,880 shares worth $6.43M. The position accounts for 0.95% of the portfolio, ranked #27.

Independent Solutions Wealth Management first reported a position in AMZN in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.38M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Independent Solutions Wealth Management held 30,880 shares of Amazon worth $6.43M as of Q1 2026.
  • Independent Solutions Wealth Management sold 1,092 Amazon shares in Q1 2026, an estimated $240K.
  • Amazon made up 0.95% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Independent Solutions Wealth Management first reported a position in Amazon in Q4 2019 and has held it in 26 quarters since.
  • Independent Solutions Wealth Management's Amazon position peaked at $7.38M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.