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Medallion Wealth Advisors’s Amazon AMZN Stock Holding History

Medallion Wealth Advisors’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 		$6.31M Buy
30,316
+416
+1% +$91.6K 2.06% 5
2025
Q4 		$6.9M Sell
29,900
-815
-3% -$186K 2.32% 4
2025
Q3 		$6.74M Buy
30,715
+512
+2% +$116K 2.39% 3
2025
Q2 		$6.64M Sell
30,203
-398
-1% -$78.8K 2.57% 3
2025
Q1 		$5.85M Buy
30,601
+2,158
+8% +$468K 2.66% 3
2024
Q4 		$5.84M Buy
+28,443
New +$5.82M 2.9% 3

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

Medallion Wealth Advisors's AMZN Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Amazon (AMZN) stake by 1.4% in Q1 2026, buying an estimated $91.6K and bringing the position to 30,316 shares worth $6.31M. The position accounts for 2.06% of the portfolio, ranked #5.

Medallion Wealth Advisors first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.9M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Medallion Wealth Advisors held 30,316 shares of Amazon worth $6.31M as of Q1 2026.
  • Medallion Wealth Advisors bought 416 Amazon shares in Q1 2026, an estimated $91.6K.
  • Amazon made up 2.06% of Medallion Wealth Advisors's portfolio in Q1 2026, its #5 holding.
  • Medallion Wealth Advisors first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Amazon position peaked at $6.9M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.