MWM
AMZN icon

Mission Wealth Management’s Amazon AMZN Stock Holding History

Mission 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 		$68.4M Sell
328,253
-16,388
-5% -$3.61M 1.41% 12
2025
Q4 		$79.6M Sell
344,641
-9,275
-3% -$2.12M 1.59% 10
2025
Q3 		$77.7M Sell
353,916
-10,677
-3% -$2.42M 1.54% 10
2025
Q2 		$80M Sell
364,593
-1,611
-0.4% -$319K 1.71% 9
2025
Q1 		$69.7M Buy
366,204
+107,245
+41% +$23.3M 1.71% 9
2024
Q4 		$56.8M Sell
258,959
-12,159
-4% -$2.49M 1.32% 13
2024
Q3 		$50.5M Buy
271,118
+67,360
+33% +$12.3M 1.22% 14
2024
Q2 		$39.4M Buy
203,758
+46,237
+29% +$8.49M 1.04% 18
2024
Q1 		$28.4M Buy
157,521
+25,462
+19% +$4.25M 0.75% 23
2023
Q4 		$20.1M Buy
132,059
+7,318
+6% +$1.03M 0.65% 24
2023
Q3 		$15.9M Sell
124,741
-10,624
-8% -$1.42M 0.59% 27
2023
Q2 		$17.6M Sell
135,365
-2,934
-2% -$335K 0.67% 27
2023
Q1 		$14.3M Sell
138,299
-2,360
-2% -$228K 0.6% 28
2022
Q4 		$11.8M Buy
140,659
+23,855
+20% +$2.36M 0.57% 29
2022
Q3 		$13.2M Buy
116,804
+4,426
+4% +$559K 0.7% 23
2022
Q2 		$11.9M Buy
112,378
+4,418
+4% +$553K 0.63% 27
2022
Q1 		$17.6M Buy
107,960
+80
+0.1% +$12.4K 0.81% 23
2021
Q4 		$18M Buy
107,880
+6,020
+6% +$1.03M 0.81% 23
2021
Q3 		$16.7M Sell
101,860
-7,020
-6% -$1.21M 0.85% 22
2021
Q2 		$18.7M Buy
108,880
+9,300
+9% +$1.55M 0.99% 19
2021
Q1 		$15.4M Sell
99,580
-540
-0.5% -$85.6K 0.89% 21
2020
Q4 		$16.3M Buy
100,120
+6,860
+7% +$1.09M 1.02% 19
2020
Q3 		$14.7M Sell
93,260
-180
-0.2% -$28.4K 1.1% 19
2020
Q2 		$12.9M Buy
93,440
+7,020
+8% +$848K 1.11% 20
2020
Q1 		$8.43M Buy
86,420
+2,020
+2% +$196K 0.93% 23
2019
Q4 		$7.8M Buy
84,400
+8,320
+11% +$736K 0.75% 24
2019
Q3 		$6.6M Buy
76,080
+3,980
+6% +$369K 0.71% 25
2019
Q2 		$6.83M Sell
72,100
-7,740
-10% -$721K 0.77% 24
2019
Q1 		$7.11M Buy
79,840
+4,320
+6% +$359K 0.83% 22
2018
Q4 		$5.67M Buy
75,520
+5,020
+7% +$417K 0.74% 24
2018
Q3 		$7.06M Buy
70,500
+6,340
+10% +$596K 0.93% 18
2018
Q2 		$5.45M Buy
64,160
+34,200
+114% +$2.71M 0.8% 19
2018
Q1 		$2.17M Buy
29,960
+3,580
+14% +$256K 0.35% 37
2017
Q4 		$1.54M Buy
26,380
+1,060
+4% +$58.3K 0.26% 45
2017
Q3 		$1.22M Sell
25,320
-2,600
-9% -$128K 0.22% 52
2017
Q2 		$1.35M Sell
27,920
-240
-0.9% -$11.4K 0.26% 48
2017
Q1 		$1.25M Buy
28,160
+860
+3% +$35.8K 0.24% 50
2016
Q4 		$1.02M Buy
27,300
+3,740
+16% +$147K 0.2% 56
2016
Q3 		$986K Hold
23,560
– – 0.24% 51
2016
Q2 		$843K Buy
23,560
+5,360
+29% +$181K 0.22% 48
2016
Q1 		$540K Buy
18,200
+4,040
+29% +$115K 0.15% 75
2015
Q4 		$479K Buy
14,160
+1,040
+8% +$32.8K 0.13% 73
2015
Q3 		$336K Buy
+13,120
New +$332K 0.1% 88

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

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

Mission Wealth Management reduced its Amazon (AMZN) stake by 4.8% in Q1 2026, selling an estimated $3.61M and leaving 328,253 shares worth $68.4M. The position accounts for 1.41% of the portfolio, ranked #12.

Mission Wealth Management first reported a position in AMZN in Q3 2015 and has held it in 43 quarters since. The position peaked at $80M in Q2 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Mission Wealth Management held 328,253 shares of Amazon worth $68.4M as of Q1 2026.
  • Mission Wealth Management sold 16,388 Amazon shares in Q1 2026, an estimated $3.61M.
  • Amazon made up 1.41% of Mission Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Mission Wealth Management first reported a position in Amazon in Q3 2015 and has held it in 43 quarters since.
  • Mission Wealth Management's Amazon position peaked at $80M in Q2 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.