IronBridge Private Wealth’s Amazon AMZN Stock Holding History

IronBridge Private Wealth’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	$1.82M	Sell	8,752 -7,811	-47%	-$1.72M	0.59%	33
2025 Q4	$3.82M	Hold	16,563	–	–	1.21%	22
2025 Q3	$3.64M	Buy	16,563 +95	+0.6%	+$21.5K	1.15%	23
2025 Q2	$3.61M	Sell	16,468 -10,390	-39%	-$2.06M	1.26%	20
2025 Q1	$5.11M	Buy	26,858 +910	+4%	+$197K	2.01%	14
2024 Q4	$5.69M	Buy	25,948 +644	+3%	+$132K	2.09%	14
2024 Q3	$4.71M	Sell	25,304 -702	-3%	-$128K	1.76%	18
2024 Q2	$5.03M	Buy	26,006 +1,494	+6%	+$274K	1.88%	18
2024 Q1	$4.42M	Sell	24,512 -599	-2%	-$100K	1.84%	18
2023 Q4	$3.82M	Buy	25,111 +8,534	+51%	+$1.2M	1.86%	22
2023 Q3	$2.11M	Sell	16,577 -110	-0.7%	-$14.7K	1.14%	26
2023 Q2	$2.18M	Sell	16,687 -264	-2%	-$30.1K	1.22%	25
2023 Q1	$1.75M	Buy	+16,951	New	+$1.64M	1.12%	22
2022 Q1	–	Sell	-880	Closed	-$147K	–	48
2021 Q4	$147K	Buy	880 +100	+13%	+$17.1K	0.08%	39
2021 Q3	$128K	Hold	780	–	–	0.08%	41
2021 Q2	$134K	Sell	780 -25,280	-97%	-$4.2M	0.08%	42
2021 Q1	$4.03M	Buy	26,060 +1,680	+7%	+$266K	2.6%	18
2020 Q4	$3.97M	Buy	+24,380	New	+$3.89M	2.95%	17

Other funds holding AMZN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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