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Journey Strategic Wealth’s Amazon AMZN Stock Holding History

Journey Strategic 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 		$21.2M Buy
101,941
+10,092
+11% +$2.22M 0.53% 16
2025
Q4 		$21.2M Buy
91,849
+3,208
+4% +$734K 0.56% 16
2025
Q3 		$19.5M Buy
88,641
+1,268
+1% +$287K 0.55% 16
2025
Q2 		$19.2M Buy
87,373
+32,145
+58% +$6.36M 0.62% 13
2025
Q1 		$10.5M Buy
55,228
+6,238
+13% +$1.35M 0.37% 23
2024
Q4 		$10.7M Buy
48,990
+2,559
+6% +$524K 0.4% 20
2024
Q3 		$8.65M Buy
46,431
+16,217
+54% +$2.96M 0.32% 20
2024
Q2 		$5.84M Buy
30,214
+2,112
+8% +$388K 0.25% 20
2024
Q1 		$5.07M Buy
28,102
+3,773
+16% +$630K 0.22% 22
2023
Q4 		$3.7M Sell
24,329
-3,418
-12% -$479K 0.17% 25
2023
Q3 		$3.53M Sell
27,747
-1,125
-4% -$151K 0.17% 24
2023
Q2 		$3.76M Buy
28,872
+2,560
+10% +$292K 0.17% 23
2023
Q1 		$2.72M Buy
26,312
+4,617
+21% +$446K 0.29% 27
2022
Q4 		$1.82M Sell
21,695
-3,861
-15% -$381K 0.21% 29
2022
Q3 		$2.89M Buy
25,556
+1,863
+8% +$235K 0.39% 21
2022
Q2 		$2.52M Buy
23,693
+2,913
+14% +$365K 0.34% 21
2022
Q1 		$3.39M Buy
20,780
+1,760
+9% +$272K 0.37% 10
2021
Q4 		$3.17M Buy
+19,020
New +$3.26M 0.33% 20

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

Journey Strategic Wealth's AMZN Position: Q1 2026 in Review

Journey Strategic Wealth increased its Amazon (AMZN) stake by 11% in Q1 2026, buying an estimated $2.22M and bringing the position to 101,941 shares worth $21.2M. The position accounts for 0.53% of the portfolio, ranked #16.

Journey Strategic Wealth first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Journey Strategic Wealth held 101,941 shares of Amazon worth $21.2M as of Q1 2026.
  • Journey Strategic Wealth bought 10,092 Amazon shares in Q1 2026, an estimated $2.22M.
  • Amazon made up 0.53% of Journey Strategic Wealth's portfolio in Q1 2026, its #16 holding.
  • Journey Strategic Wealth first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.