IWN
AMZN icon

Independent Wealth Network’s Amazon AMZN Stock Holding History

Independent Wealth Network’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 		$3.25M Buy
15,590
+430
+3% +$94.7K 0.96% 18
2025
Q4 		$3.5M Buy
15,160
+344
+2% +$78.7K 1.07% 21
2025
Q3 		$3.25M Buy
14,816
+599
+4% +$136K 1.05% 21
2025
Q2 		$3.12M Buy
14,217
+1,353
+11% +$268K 1.13% 20
2025
Q1 		$2.45M Sell
12,864
-601
-4% -$130K 0.98% 23
2024
Q4 		$2.95M Buy
13,465
+1,364
+11% +$279K 1.2% 19
2024
Q3 		$2.25M Sell
12,101
-376
-3% -$68.6K 1% 23
2024
Q2 		$2.41M Buy
12,477
+265
+2% +$48.7K 1.12% 20
2024
Q1 		$2.2M Buy
12,212
+649
+6% +$108K 1.03% 20
2023
Q4 		$1.76M Buy
11,563
+804
+7% +$113K 0.92% 25
2023
Q3 		$1.37M Sell
10,759
-209
-2% -$28K 0.84% 27
2023
Q2 		$1.43M Buy
10,968
+255
+2% +$29.1K 0.86% 24
2023
Q1 		$1.11M Buy
10,713
+3,287
+44% +$318K 0.71% 30
2022
Q4 		$624K Sell
7,426
-50
-0.7% -$4.94K 0.43% 51
2022
Q3 		$845K Buy
7,476
+1,041
+16% +$132K 0.66% 33
2022
Q2 		$683K Buy
6,435
+95
+1% +$11.9K 0.49% 50
2022
Q1 		$1.03M Buy
6,340
+3,160
+99% +$488K 0.66% 35
2021
Q4 		$530K Buy
3,180
+120
+4% +$20.5K 0.33% 83
2021
Q3 		$518K Buy
+3,060
New +$528K 0.34% 85

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 Wealth Network's AMZN Position: Q1 2026 in Review

Independent Wealth Network increased its Amazon (AMZN) stake by 2.8% in Q1 2026, buying an estimated $94.7K and bringing the position to 15,590 shares worth $3.25M. The position accounts for 0.96% of the portfolio, ranked #18.

Independent Wealth Network first reported a position in AMZN in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.5M in Q4 2025. 5,978 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Independent Wealth Network held 15,590 shares of Amazon worth $3.25M as of Q1 2026.
  • Independent Wealth Network bought 430 Amazon shares in Q1 2026, an estimated $94.7K.
  • Amazon made up 0.96% of Independent Wealth Network's portfolio in Q1 2026, its #18 holding.
  • Independent Wealth Network first reported a position in Amazon in Q3 2021 and has held it in 19 quarters since.
  • Independent Wealth Network's Amazon position peaked at $3.5M in Q4 2025.
  • 5,978 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.