Institute for Wealth Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18M | Buy |
86,198
+2,276
| +3% | +$501K | 1.91% | 5 |
|
|
2025
Q4 | $19.4M | Sell |
83,922
-870
| -1% | -$199K | 2.05% | 4 |
|
|
2025
Q3 | $18.6M | Sell |
84,792
-5,044
| -6% | -$1.14M | 1.94% | 4 |
|
|
2025
Q2 | $19.7M | Sell |
89,836
-6,870
| -7% | -$1.36M | 2.2% | 4 |
|
|
2025
Q1 | $18.4M | Buy |
96,706
+5,365
| +6% | +$1.16M | 2.36% | 4 |
|
|
2024
Q4 | $20M | Sell |
91,341
-403
| -0.4% | -$82.4K | 2.51% | 4 |
|
|
2024
Q3 | $17.1M | Buy |
91,744
+842
| +0.9% | +$154K | 2.16% | 4 |
|
|
2024
Q2 | $17.6M | Buy |
90,902
+1,669
| +2% | +$307K | 2.35% | 4 |
|
|
2024
Q1 | $16.1M | Buy |
89,233
+345
| +0.4% | +$57.6K | 2.07% | 6 |
|
|
2023
Q4 | $13.5M | Buy |
88,888
+113
| +0.1% | +$15.8K | 2.19% | 5 |
|
|
2023
Q3 | $11.3M | Sell |
88,775
-853
| -1% | -$114K | 2.04% | 5 |
|
|
2023
Q2 | $11.7M | Sell |
89,628
-1,162
| -1% | -$133K | 1.97% | 5 |
|
|
2023
Q1 | $9.38M | Buy |
90,790
+7,285
| +9% | +$704K | 1.79% | 5 |
|
|
2022
Q4 | $7.01M | Sell |
83,505
-1,204
| -1% | -$119K | 1.47% | 6 |
|
|
2022
Q3 | $9.57M | Buy |
84,709
+760
| +0.9% | +$96.1K | 2.15% | 4 |
|
|
2022
Q2 | $8.92M | Buy |
83,949
+2,349
| +3% | +$294K | 1.75% | 4 |
|
|
2022
Q1 | $13.3M | Buy |
81,600
+3,300
| +4% | +$510K | 2.15% | 4 |
|
|
2021
Q4 | $13.1M | Buy |
78,300
+720
| +0.9% | +$123K | 2.13% | 4 |
|
|
2021
Q3 | $12.7M | Buy |
77,580
+3,960
| +5% | +$683K | 2.24% | 4 |
|
|
2021
Q2 | $12.7M | Buy |
73,620
+4,500
| +7% | +$748K | 2.22% | 4 |
|
|
2021
Q1 | $10.7M | Buy |
69,120
+2,700
| +4% | +$428K | 2.03% | 3 |
|
|
2020
Q4 | $10.8M | Buy |
66,420
+80
| +0.1% | +$12.8K | 2.15% | 3 |
|
|
2020
Q3 | $10.4M | Sell |
66,340
-2,960
| -4% | -$467K | 2.38% | 4 |
|
|
2020
Q2 | $9.56M | Buy |
69,300
+1,580
| +2% | +$191K | 2.34% | 3 |
|
|
2020
Q1 | $6.6M | Sell |
67,720
-5,240
| -7% | -$507K | 2.04% | 3 |
|
|
2019
Q4 | $6.74M | Sell |
72,960
-120
| -0.2% | -$10.6K | 1.52% | 5 |
|
|
2019
Q3 | $6.34M | Sell |
73,080
-9,300
| -11% | -$862K | 1.6% | 5 |
|
|
2019
Q2 | $7.8M | Sell |
82,380
-10,460
| -11% | -$974K | 1.73% | 4 |
|
|
2019
Q1 | $8.27M | Sell |
92,840
-300
| -0.3% | -$25K | 1.8% | 5 |
|
|
2018
Q4 | $7M | Buy |
+93,140
| New | +$7.74M | 2.87% | 2 |
|
|
2018
Q1 | – | Sell |
-97,580
| Closed | -$5.71M | – | 263 |
|
|
2017
Q4 | $5.71M | Buy |
+97,580
| New | +$5.37M | 1.32% | 6 |
|
|
2017
Q3 | – | Sell |
-110,300
| Closed | -$5.34M | – | 257 |
|
|
2017
Q2 | $5.34M | Buy |
+110,300
| New | +$5.26M | 1.47% | 6 |
|
Other funds holding AMZN
VCM
VPM
Institute for Wealth Management's AMZN Position: Q1 2026 in Review
Institute for Wealth Management increased its Amazon (AMZN) stake by 2.7% in Q1 2026, buying an estimated $501K and bringing the position to 86,198 shares worth $18M. The position accounts for 1.91% of the portfolio, ranked #5.
Institute for Wealth Management first reported a position in AMZN in Q2 2017 and has held it in 32 quarters since. The position peaked at $20M in Q4 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Institute for Wealth Management held 86,198 shares of Amazon worth $18M as of Q1 2026.
- Institute for Wealth Management bought 2,276 Amazon shares in Q1 2026, an estimated $501K.
- Amazon made up 1.91% of Institute for Wealth Management's portfolio in Q1 2026, its #5 holding.
- Institute for Wealth Management first reported a position in Amazon in Q2 2017 and has held it in 32 quarters since.
- Institute for Wealth Management's Amazon position peaked at $20M in Q4 2024.
- 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.