MWS
AMZN icon

Maxwell Wealth Strategies’s Amazon AMZN Stock Holding History

Maxwell Wealth Strategies’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
2024
Q4 		$3.26M Sell
14,879
-76
-0.5% -$15.5K 1.33% 21
2024
Q3 		$2.98M Buy
14,955
+3,346
+29% +$611K 1.27% 23
2024
Q2 		$2.24M Buy
11,609
+58
+0.5% +$10.7K 1.1% 33
2024
Q1 		$2.07M Buy
11,551
+7,799
+208% +$1.3M 1.05% 33
2023
Q4 		$570K Buy
+3,752
New +$526K 0.37% 57

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

Maxwell Wealth Strategies's AMZN Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its Amazon (AMZN) stake by 0.51% in Q4 2024, selling an estimated $15.5K and leaving 14,879 shares worth $3.26M. The position accounts for 1.33% of the portfolio, ranked #21.

Maxwell Wealth Strategies first reported a position in AMZN in Q4 2023 and has held it in 5 quarters since. 5,541 funds tracked by Wall St. Rank hold AMZN as of Q4 2024.

  • Maxwell Wealth Strategies held 14,879 shares of Amazon worth $3.26M as of Q4 2024.
  • Maxwell Wealth Strategies sold 76 Amazon shares in Q4 2024, an estimated $15.5K.
  • Amazon made up 1.33% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #21 holding.
  • Maxwell Wealth Strategies first reported a position in Amazon in Q4 2023 and has held it in 5 quarters since.
  • 5,541 funds tracked by Wall St. Rank held Amazon as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.