MWP
AMZN icon

Madison Wealth Partners’s Amazon AMZN Stock Holding History

Madison Wealth Partners’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 		$4.54M Buy
21,788
+2,075
+11% +$457K 0.72% 25
2025
Q4 		$4.55M Sell
19,713
-136
-0.7% -$31.1K 0.83% 22
2025
Q3 		$4.36M Hold
19,849
– – 0.86% 19
2025
Q2 		$4.35M Sell
19,849
-243
-1% -$48.1K 0.95% 18
2025
Q1 		$3.82M Buy
20,092
+375
+2% +$81.4K 0.94% 19
2024
Q4 		$4.33M Sell
19,717
-783
-4% -$160K 1.21% 17
2024
Q3 		$3.82M Buy
20,500
+3,366
+20% +$614K 1.13% 17
2024
Q2 		$3.31M Sell
17,134
-531
-3% -$97.5K 1.14% 17
2024
Q1 		$3.19M Buy
17,665
+153
+0.9% +$25.5K 1.15% 17
2023
Q4 		$2.66M Buy
17,512
+4,859
+38% +$681K 1.06% 19
2023
Q3 		$1.61M Buy
12,653
+111
+0.9% +$14.9K 0.81% 21
2023
Q2 		$1.64M Buy
12,542
+77
+0.6% +$8.79K 0.76% 21
2023
Q1 		$1.29M Sell
12,465
-531
-4% -$51.3K 0.65% 22
2022
Q4 		$1.09M Buy
12,996
+3,986
+44% +$394K 0.64% 22
2022
Q3 		$1.02M Buy
9,010
+349
+4% +$44.1K 0.67% 19
2022
Q2 		$920K Buy
8,661
+761
+10% +$95.2K 0.58% 21
2022
Q1 		$1.29M Buy
7,900
+300
+4% +$46.4K 0.72% 19
2021
Q4 		$1.27M Hold
7,600
– – 0.64% 19
2021
Q3 		$1.25M Buy
7,600
+1,080
+17% +$186K 0.7% 19
2021
Q2 		$1.12M Buy
6,520
+4,280
+191% +$711K 0.64% 19
2021
Q1 		$365K Hold
2,240
– – 0.26% 30
2020
Q4 		$364K Buy
+2,240
New +$357K 0.24% 31

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

Madison Wealth Partners's AMZN Position: Q1 2026 in Review

Madison Wealth Partners increased its Amazon (AMZN) stake by 11% in Q1 2026, buying an estimated $457K and bringing the position to 21,788 shares worth $4.54M. The position accounts for 0.72% of the portfolio, ranked #25.

Madison Wealth Partners first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.55M in Q4 2025. 5,989 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Madison Wealth Partners held 21,788 shares of Amazon worth $4.54M as of Q1 2026.
  • Madison Wealth Partners bought 2,075 Amazon shares in Q1 2026, an estimated $457K.
  • Amazon made up 0.72% of Madison Wealth Partners's portfolio in Q1 2026, its #25 holding.
  • Madison Wealth Partners first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
  • Madison Wealth Partners's Amazon position peaked at $4.55M in Q4 2025.
  • 5,989 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.