Massachusetts Wealth Management
AMZN icon

Massachusetts Wealth Management’s Amazon AMZN Stock Holding History

Massachusetts 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
Q3 		$2.28M Sell
9,170
-340
-4% -$86.4K 0.92% 42
2026
Q2 		$2.27M Buy
9,510
+210
+2% +$52.7K 0.86% 46
2026
Q1 		$1.94M Buy
9,300
+165
+2% +$36.3K 0.84% 49
2025
Q4 		$2.11M Buy
9,135
+250
+3% +$57.2K 0.98% 43
2025
Q3 		$1.95M Buy
8,885
+150
+2% +$34K 0.97% 43
2025
Q2 		$1.92M Buy
+8,735
New +$1.73M 1.08% 38
2025
Q1 		– Sell
-8,330
Closed -$1.83M – 86
2024
Q4 		$1.83M Buy
8,330
+352
+4% +$72K 1.13% 42
2024
Q3 		$1.49M Buy
7,978
+4,001
+101% +$730K 0.94% 46
2024
Q2 		$769K Buy
3,977
+151
+4% +$27.7K 0.52% 67
2024
Q1 		$690K Buy
3,826
+101
+3% +$16.9K 0.49% 66
2023
Q4 		$566K Hold
3,725
– – 0.46% 69
2023
Q3 		$474K Hold
3,725
– – 0.43% 68
2023
Q2 		$486K Hold
3,725
– – 0.46% 65
2023
Q1 		$385K Hold
3,725
– – 0.4% 65
2022
Q4 		$384K Buy
+3,725
New +$368K 0.37% 66

Other funds holding AMZN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Massachusetts Wealth Management's AMZN Position: Q3 2026 in Review

Massachusetts Wealth Management reduced its Amazon (AMZN) stake by 3.6% in Q3 2026, selling an estimated $86.4K and leaving 9,170 shares worth $2.28M. The position accounts for 0.92% of the portfolio, ranked #42.

Massachusetts Wealth Management first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 5,350 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Massachusetts Wealth Management held 9,170 shares of Amazon worth $2.28M as of Q3 2026.
  • Massachusetts Wealth Management sold 340 Amazon shares in Q3 2026, an estimated $86.4K.
  • Amazon made up 0.92% of Massachusetts Wealth Management's portfolio in Q3 2026, its #42 holding.
  • Massachusetts Wealth Management first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • 5,350 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Massachusetts Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.