MW
AMZN icon

Marcum Wealth’s Amazon AMZN Stock Holding History

Marcum 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
2025
Q1 		$7.96M Buy
41,827
+1,998
+5% +$434K 0.69% 21
2024
Q4 		$8.74M Buy
39,829
+2,019
+5% +$413K 0.76% 23
2024
Q3 		$7.05M Buy
37,810
+1,989
+6% +$363K 0.65% 22
2024
Q2 		$6.92M Buy
35,821
+1,015
+3% +$186K 0.69% 22
2024
Q1 		$6.28M Sell
34,806
-96
-0.3% -$16K 0.64% 22
2023
Q4 		$5.3M Sell
34,902
-97
-0.3% -$13.6K 0.56% 22
2023
Q3 		$4.45M Sell
34,999
-4,430
-11% -$594K 0.53% 21
2023
Q2 		$5.14M Sell
39,429
-4,397
-10% -$502K 0.6% 20
2023
Q1 		$4.53M Buy
43,826
+2,840
+7% +$274K 0.56% 20
2022
Q4 		$3.44M Buy
40,986
+1,075
+3% +$106K 0.46% 23
2022
Q3 		$4.51M Buy
39,911
+1,600
+4% +$202K 0.68% 17
2022
Q2 		$4.07M Sell
38,311
-4,769
-11% -$597K 0.61% 18
2022
Q1 		$7.02M Buy
43,080
+10,800
+33% +$1.67M 0.97% 14
2021
Q4 		$5.38M Buy
32,280
+9,180
+40% +$1.57M 0.75% 18
2021
Q3 		$3.79M Buy
23,100
+3,920
+20% +$676K 0.6% 21
2021
Q2 		$3.3M Sell
19,180
-8,660
-31% -$1.44M 0.54% 23
2021
Q1 		$4.31M Buy
27,840
+16,940
+155% +$2.69M 0.71% 20
2020
Q4 		$1.77M Buy
10,900
+2,940
+37% +$469K 0.42% 27
2020
Q3 		$1.25M Sell
7,960
-520
-6% -$82K 0.38% 35
2020
Q2 		$1.17M Sell
8,480
-160
-2% -$19.3K 0.36% 36
2020
Q1 		$842K Buy
8,640
+1,480
+21% +$143K 0.33% 28
2019
Q4 		$662K Buy
+7,160
New +$634K 0.25% 38

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marcum Wealth's AMZN Position: Q1 2025 in Review

Marcum Wealth increased its Amazon (AMZN) stake by 5% in Q1 2025, buying an estimated $434K and bringing the position to 41,827 shares worth $7.96M. The position accounts for 0.69% of the portfolio, ranked #21.

Marcum Wealth first reported a position in AMZN in Q4 2019 and has held it in 22 quarters since. The position peaked at $8.74M in Q4 2024. 5,469 funds tracked by Wall St. Rank hold AMZN as of Q1 2025.

  • Marcum Wealth held 41,827 shares of Amazon worth $7.96M as of Q1 2025.
  • Marcum Wealth bought 1,998 Amazon shares in Q1 2025, an estimated $434K.
  • Amazon made up 0.69% of Marcum Wealth's portfolio in Q1 2025, its #21 holding.
  • Marcum Wealth first reported a position in Amazon in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Amazon position peaked at $8.74M in Q4 2024.
  • 5,469 funds tracked by Wall St. Rank held Amazon as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.