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
2024 Q4	–	Hold	0	–	-$18.6K	–	662
2024 Q3	–	Hold	0	–	–	–	679
2024 Q2	–	Hold	0	–	–	–	663
2024 Q1	–	Hold	0	–	–	–	632
2023 Q4	–	Hold	0	–	–	–	580
2023 Q3	–	Hold	0	–	–	–	541
2023 Q2	–	Hold	0	–	–	–	542
2023 Q1	–	Hold	0	–	–	–	89
2022 Q4	–	Hold	0	–	–	–	106
2022 Q3	–	Hold	0	–	–	–	80
2022 Q2	–	Sell	-10,000	Closed	-$1.25M	–	78
2022 Q1	$1.63M	Buy	10,000 +6,000	+150%	+$927K	0.08%	130
2021 Q4	$667K	Hold	4,000	–	–	0.03%	252
2021 Q3	$657K	Buy	+4,000	New	+$690K	0.03%	243

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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.