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Madison Wealth Management’s Amazon AMZN Stock Holding History

Madison 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
2023
Q3 		$6.74M Buy
53,056
+1,108
+2% +$148K 1.42% 18
2023
Q2 		$6.77M Buy
51,948
+10,290
+25% +$1.18M 1.37% 17
2023
Q1 		$4.3M Buy
41,658
+2,559
+7% +$247K 0.93% 35
2022
Q4 		$3.28M Sell
39,099
-27,134
-41% -$2.68M 0.75% 41
2022
Q3 		$7.48M Buy
66,233
+2,983
+5% +$377K 1.84% 12
2022
Q2 		$6.72M Sell
63,250
-12,910
-17% -$1.62M 1.63% 14
2022
Q1 		$12.4M Buy
76,160
+120
+0.2% +$18.5K 2.61% 8
2021
Q4 		$12.7M Buy
76,040
+600
+0.8% +$103K 2.54% 9
2021
Q3 		$12.4M Buy
75,440
+1,780
+2% +$307K 2.71% 9
2021
Q2 		$12.7M Buy
73,660
+15,240
+26% +$2.53M 2.79% 8
2021
Q1 		$9.04M Buy
58,420
+10,500
+22% +$1.66M 2.21% 11
2020
Q4 		$7.8M Buy
47,920
+1,120
+2% +$179K 2.06% 12
2020
Q3 		$7.37M Sell
46,800
-60
-0.1% -$9.46K 2.21% 10
2020
Q2 		$6.46M Buy
46,860
+1,620
+4% +$196K 2.13% 11
2020
Q1 		$4.41M Buy
45,240
+39,340
+667% +$3.81M 1.77% 16
2019
Q4 		$545K Buy
+5,900
New +$522K 0.16% 94

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Madison Wealth Management's AMZN Position: Q3 2023 in Review

Madison Wealth Management increased its Amazon (AMZN) stake by 2.1% in Q3 2023, buying an estimated $148K and bringing the position to 53,056 shares worth $6.74M. The position accounts for 1.42% of the portfolio, ranked #18.

Madison Wealth Management first reported a position in AMZN in Q4 2019 and has held it in 16 quarters since. The position peaked at $12.7M in Q4 2021. 4,375 funds tracked by Wall St. Rank hold AMZN as of Q3 2023.

  • Madison Wealth Management held 53,056 shares of Amazon worth $6.74M as of Q3 2023.
  • Madison Wealth Management bought 1,108 Amazon shares in Q3 2023, an estimated $148K.
  • Amazon made up 1.42% of Madison Wealth Management's portfolio in Q3 2023, its #18 holding.
  • Madison Wealth Management first reported a position in Amazon in Q4 2019 and has held it in 16 quarters since.
  • Madison Wealth Management's Amazon position peaked at $12.7M in Q4 2021.
  • 4,375 funds tracked by Wall St. Rank held Amazon as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.