LIWM
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Long Island Wealth Management’s Amazon AMZN Stock Holding History

Long Island 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 		$342K Buy
1,640
+55
+3% +$12.1K 0.16% 66
2025
Q4 		$366K Buy
1,585
+200
+14% +$45.8K 0.17% 66
2025
Q3 		$304K Hold
1,385
– – 0.15% 68
2025
Q2 		$304K Buy
1,385
+276
+25% +$54.6K 0.16% 68
2025
Q1 		$211K Buy
1,109
+100
+10% +$21.7K 0.13% 76
2024
Q4 		$221K Buy
+1,009
New +$206K 0.14% 69
2024
Q1 		– Sell
-1,003
Closed -$152K – 96
2023
Q4 		$152K Buy
+1,003
New +$141K 0.11% 81

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

Long Island Wealth Management's AMZN Position: Q1 2026 in Review

Long Island Wealth Management increased its Amazon (AMZN) stake by 3.5% in Q1 2026, buying an estimated $12.1K and bringing the position to 1,640 shares worth $342K. The position accounts for 0.16% of the portfolio, ranked #66.

Long Island Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 7 quarters since. The position peaked at $366K in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Long Island Wealth Management held 1,640 shares of Amazon worth $342K as of Q1 2026.
  • Long Island Wealth Management bought 55 Amazon shares in Q1 2026, an estimated $12.1K.
  • Amazon made up 0.16% of Long Island Wealth Management's portfolio in Q1 2026, its #66 holding.
  • Long Island Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 7 quarters since.
  • Long Island Wealth Management's Amazon position peaked at $366K in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.