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MGB Wealth Management’s Amazon AMZN Stock Holding History

MGB 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
2025
Q4 		$2.37M Hold
10,267
– – 0.68% 31
2025
Q3 		$2.26M Hold
10,267
– – 0.64% 31
2025
Q2 		$2.26M Sell
10,267
-961
-9% -$190K 0.74% 27
2025
Q1 		$2.14M Buy
11,228
+1,011
+10% +$219K 0.77% 30
2024
Q4 		$2.25M Buy
10,217
+1,267
+14% +$259K 0.7% 29
2024
Q3 		$1.67M Sell
8,950
-2,950
-25% -$538K 0.61% 36
2024
Q2 		$2.32M Buy
11,900
+720
+6% +$132K 0.87% 23
2024
Q1 		$2.02M Sell
11,180
-300
-3% -$50.1K 0.82% 26
2023
Q4 		$1.75M Buy
+11,480
New +$1.61M 0.88% 27

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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

MGB Wealth Management's AMZN Position: Q4 2025 in Review

MGB Wealth Management held its Amazon (AMZN) position steady in Q4 2025 at 10,267 shares worth $2.37M. The position accounts for 0.68% of the portfolio, ranked #31.

MGB Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 9 quarters since. 6,062 funds tracked by Wall St. Rank hold AMZN as of Q4 2025.

  • MGB Wealth Management held 10,267 shares of Amazon worth $2.37M as of Q4 2025.
  • MGB Wealth Management left its Amazon share count unchanged in Q4 2025.
  • Amazon made up 0.68% of MGB Wealth Management's portfolio in Q4 2025, its #31 holding.
  • MGB Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 9 quarters since.
  • 6,062 funds tracked by Wall St. Rank held Amazon as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.