Integrated Wealth Concepts’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 | $110M | Buy |
526,571
+240,303
| +84% | +$52.9M | 0.87% | 16 |
|
|
2025
Q4 | $66.1M | Sell |
286,268
-197,597
| -41% | -$45.2M | 0.79% | 24 |
|
|
2025
Q3 | $106M | Buy |
483,865
+14,507
| +3% | +$3.28M | 0.95% | 14 |
|
|
2025
Q2 | $103M | Buy |
469,358
+27,928
| +6% | +$5.53M | 1.03% | 13 |
|
|
2025
Q1 | $84M | Buy |
441,430
+2,440
| +0.6% | +$529K | 0.98% | 13 |
|
|
2024
Q4 | $96.3M | Buy |
438,990
+64,614
| +17% | +$13.2M | 1.12% | 13 |
|
|
2024
Q3 | $69.8M | Buy |
374,376
+13,953
| +4% | +$2.55M | 0.85% | 16 |
|
|
2024
Q2 | $69.7M | Sell |
360,423
-29,339
| -8% | -$5.39M | 0.95% | 13 |
|
|
2024
Q1 | $70.3M | Buy |
389,762
+19,087
| +5% | +$3.19M | 1.02% | 12 |
|
|
2023
Q4 | $56.3M | Sell |
370,675
-9,270
| -2% | -$1.3M | 0.92% | 12 |
|
|
2023
Q3 | $48.3M | Buy |
379,945
+8,213
| +2% | +$1.1M | 0.85% | 14 |
|
|
2023
Q2 | $48.5M | Buy |
371,732
+63,249
| +21% | +$7.22M | 0.83% | 15 |
|
|
2023
Q1 | $31.9M | Buy |
308,483
+129,350
| +72% | +$12.5M | 0.66% | 31 |
|
|
2022
Q4 | $15M | Buy |
179,133
+7,924
| +5% | +$783K | 0.41% | 51 |
|
|
2022
Q3 | $19.3M | Sell |
171,209
-5,461
| -3% | -$690K | 0.62% | 41 |
|
|
2022
Q2 | $18.8M | Buy |
176,670
+21,070
| +14% | +$2.64M | 0.58% | 37 |
|
|
2022
Q1 | $25.4M | Buy |
155,600
+10,740
| +7% | +$1.66M | 0.78% | 28 |
|
|
2021
Q4 | $24.2M | Sell |
144,860
-3,060
| -2% | -$524K | 0.72% | 30 |
|
|
2021
Q3 | $24.3M | Buy |
147,920
+24,400
| +20% | +$4.21M | 0.79% | 30 |
|
|
2021
Q2 | $21.2M | Buy |
123,520
+1,200
| +1% | +$199K | 0.75% | 33 |
|
|
2021
Q1 | $18.9M | Buy |
122,320
+22,020
| +22% | +$3.49M | 0.78% | 31 |
|
|
2020
Q4 | $16.3M | Buy |
100,300
+5,400
| +6% | +$862K | 0.77% | 34 |
|
|
2020
Q3 | $14.9M | Buy |
94,900
+6,700
| +8% | +$1.06M | 0.92% | 29 |
|
|
2020
Q2 | $12.2M | Buy |
88,200
+4,140
| +5% | +$500K | 0.88% | 32 |
|
|
2020
Q1 | $8.2M | Buy |
84,060
+5,640
| +7% | +$546K | 0.76% | 41 |
|
|
2019
Q4 | $7.25M | Buy |
78,420
+3,660
| +5% | +$324K | 0.61% | 47 |
|
|
2019
Q3 | $6.49M | Buy |
74,760
+10,800
| +17% | +$1M | 0.73% | 37 |
|
|
2019
Q2 | $5.77M | Buy |
63,960
+26,160
| +69% | +$2.44M | 0.76% | 40 |
|
|
2019
Q1 | $3.37M | Buy |
37,800
+11,320
| +43% | +$942K | 0.57% | 46 |
|
|
2018
Q4 | $1.99M | Buy |
26,480
+4,220
| +19% | +$351K | 0.54% | 49 |
|
|
2018
Q3 | $2.23M | Buy |
22,260
+2,700
| +14% | +$254K | 0.67% | 36 |
|
|
2018
Q2 | $1.68M | Buy |
19,560
+820
| +4% | +$65.1K | 0.57% | 38 |
|
|
2018
Q1 | $1.29M | Buy |
18,740
+1,580
| +9% | +$113K | 0.52% | 48 |
|
|
2017
Q4 | $1.07M | Buy |
+17,160
| New | +$944K | 0.46% | 50 |
|
Other funds holding AMZN
VCM
VPM
Integrated Wealth Concepts's AMZN Position: Q1 2026 in Review
Integrated Wealth Concepts increased its Amazon (AMZN) stake by 84% in Q1 2026, buying an estimated $52.9M and bringing the position to 526,571 shares worth $110M. The position accounts for 0.87% of the portfolio, ranked #16.
Integrated Wealth Concepts first reported a position in AMZN in Q4 2017 and has held it in 34 quarters since. 5,980 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Integrated Wealth Concepts held 526,571 shares of Amazon worth $110M as of Q1 2026.
- Integrated Wealth Concepts bought 240,303 Amazon shares in Q1 2026, an estimated $52.9M.
- Amazon made up 0.87% of Integrated Wealth Concepts's portfolio in Q1 2026, its #16 holding.
- Integrated Wealth Concepts first reported a position in Amazon in Q4 2017 and has held it in 34 quarters since.
- 5,980 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.