LWM
AMZN icon

Level Wealth Management’s Amazon AMZN Stock Holding History

Level 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 		$217K Hold
1,040
– – 0.1% 65
2025
Q4 		$240K Sell
1,040
-730
-41% -$167K 0.12% 55
2025
Q3 		$389K Sell
1,770
-50
-3% -$11.3K 0.2% 41
2025
Q2 		$399K Sell
1,820
-89
-5% -$17.6K 0.23% 40
2025
Q1 		$363K Buy
1,909
+50
+3% +$10.8K 0.24% 37
2024
Q4 		$408K Buy
+1,859
New +$380K 0.29% 33

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

Level Wealth Management's AMZN Position: Q1 2026 in Review

Level Wealth Management held its Amazon (AMZN) position steady in Q1 2026 at 1,040 shares worth $217K. The position accounts for 0.1% of the portfolio, ranked #65.

Level Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $408K in Q4 2024. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Level Wealth Management held 1,040 shares of Amazon worth $217K as of Q1 2026.
  • Level Wealth Management left its Amazon share count unchanged in Q1 2026.
  • Amazon made up 0.1% of Level Wealth Management's portfolio in Q1 2026, its #65 holding.
  • Level Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Level Wealth Management's Amazon position peaked at $408K in Q4 2024.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Level Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.