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Joel Adams & Associates’s Amazon AMZN Stock Holding History

Joel Adams & Associates’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 		$281K Hold
1,351
– – 0.21% 55
2025
Q4 		$312K Hold
1,351
– – 0.23% 51
2025
Q3 		$297K Hold
1,351
– – 0.24% 55
2025
Q2 		$296K Hold
1,351
– – 0.26% 47
2025
Q1 		$257K Hold
1,351
– – 0.23% 55
2024
Q4 		$296K Buy
+1,351
New +$276K 0.27% 46

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

Joel Adams & Associates's AMZN Position: Q1 2026 in Review

Joel Adams & Associates held its Amazon (AMZN) position steady in Q1 2026 at 1,351 shares worth $281K. The position accounts for 0.21% of the portfolio, ranked #55.

Joel Adams & Associates first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $312K in Q4 2025. 5,990 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Joel Adams & Associates held 1,351 shares of Amazon worth $281K as of Q1 2026.
  • Joel Adams & Associates left its Amazon share count unchanged in Q1 2026.
  • Amazon made up 0.21% of Joel Adams & Associates's portfolio in Q1 2026, its #55 holding.
  • Joel Adams & Associates first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Joel Adams & Associates's Amazon position peaked at $312K in Q4 2025.
  • 5,990 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.