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Mindset Wealth Management’s Amazon AMZN Stock Holding History

Mindset 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
Q1 		$7.29M Buy
35,005
+1,314
+4% +$289K 1.96% 4
2025
Q4 		$7.78M Buy
33,691
+2,546
+8% +$582K 2.04% 4
2025
Q3 		$6.84M Buy
31,145
+1,158
+4% +$262K 1.86% 4
2025
Q2 		$6.58M Buy
29,987
+104
+0.3% +$20.6K 2.15% 4
2025
Q1 		$5.69M Buy
29,883
+3,033
+11% +$658K 2.21% 4
2024
Q4 		$5.89M Buy
26,850
+65
+0.2% +$13.3K 2.15% 4
2024
Q3 		$4.99M Buy
+26,785
New +$4.89M 2.06% 4

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

Mindset Wealth Management's AMZN Position: Q1 2026 in Review

Mindset Wealth Management increased its Amazon (AMZN) stake by 3.9% in Q1 2026, buying an estimated $289K and bringing the position to 35,005 shares worth $7.29M. The position accounts for 1.96% of the portfolio, ranked #4.

Mindset Wealth Management first reported a position in AMZN in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.78M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Mindset Wealth Management held 35,005 shares of Amazon worth $7.29M as of Q1 2026.
  • Mindset Wealth Management bought 1,314 Amazon shares in Q1 2026, an estimated $289K.
  • Amazon made up 1.96% of Mindset Wealth Management's portfolio in Q1 2026, its #4 holding.
  • Mindset Wealth Management first reported a position in Amazon in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's Amazon position peaked at $7.78M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.