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MBM Wealth Consultants’s Amazon AMZN Stock Holding History

MBM Wealth Consultants’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 		$2.58M Buy
12,383
+368
+3% +$81K 0.59% 24
2025
Q4 		$2.77M Buy
12,015
+83
+0.7% +$19K 0.66% 21
2025
Q3 		$2.62M Sell
11,932
-376
-3% -$85.1K 0.65% 23
2025
Q2 		$2.7M Buy
12,308
+1,047
+9% +$207K 0.72% 21
2025
Q1 		$2.14M Buy
11,261
+2,683
+31% +$582K 0.63% 21
2024
Q4 		$1.89M Buy
8,578
+48
+0.6% +$9.82K 0.56% 25
2024
Q3 		$1.59M Buy
8,530
+660
+8% +$120K 0.5% 30
2024
Q2 		$1.57M Sell
7,870
-129
-2% -$23.7K 0.54% 25
2024
Q1 		$1.44M Sell
7,999
-134
-2% -$22.4K 0.51% 26
2023
Q4 		$1.31M Sell
8,133
-16
-0.2% -$2.24K 0.49% 27
2023
Q3 		$1.06M Sell
8,149
-735
-8% -$98.5K 0.46% 29
2023
Q2 		$1.16M Buy
8,884
+865
+11% +$98.8K 0.5% 25
2023
Q1 		$8.81M Hold
8,019
– – 3.59% 9
2022
Q4 		$688K Buy
8,019
+2,309
+40% +$228K 0.32% 39
2022
Q3 		$662K Buy
5,710
+1,081
+23% +$137K 0.32% 35
2022
Q2 		$492K Sell
4,629
-651
-12% -$81.5K 0.24% 48
2022
Q1 		$861K Buy
5,280
+5,060
+2,300% +$782K 0.36% 37
2021
Q4 		$37K Buy
220
+80
+57% +$13.7K 0.02% 183
2021
Q3 		$23K Hold
140
– – 0.01% 200
2021
Q2 		$24K Hold
140
– – 0.01% 182
2021
Q1 		$22K Buy
+140
New +$22.2K 0.01% 184

Other funds holding AMZN

BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return