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Institute for Wealth Management’s Amazon AMZN Stock Holding History

Institute for 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 		– Sell
-400
Closed -$92.3K – 545
2025
Q4 		$92.3K Buy
+400
New +$91.5K 0.01% 535
2017
Q3 		– Sell
-24,000
Closed -$10K – 258
2017
Q2 		$10K Buy
+24,000
New +$1.14M ﹤0.01% 415

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

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.