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	$479K	Sell	2,300 -1,700	-43%	-$374K	0.01%	503
2025 Q4	$923K	Sell	4,000 -1,200	-23%	-$275K	0.02%	350
2025 Q3	$1.14M	Buy	+5,200	New	+$1.18M	0.02%	308
2025 Q2	–	Hold	0	–	–	–	255
2025 Q1	–	Hold	0	–	–	–	193
2024 Q4	–	Hold	0	–	–	–	212
2024 Q3	–	Hold	0	–	–	–	284
2024 Q2	–	Hold	0	–	–	–	91
2024 Q1	–	Hold	0	–	–	–	479
2023 Q4	–	Hold	0	–	–	–	524
2023 Q3	–	Hold	0	–	–	–	355
2023 Q2	–	Hold	0	–	–	–	347
2023 Q1	–	Hold	0	–	–	–	351
2022 Q4	–	Hold	0	–	–	–	472
2022 Q3	–	Hold	0	–	-$85K	–	512
2022 Q2	–	Sell	-8,000	Closed	-$1M	–	499
2022 Q1	$1.3M	Sell	8,000 -2,000	-20%	-$309K	0.06%	160
2021 Q4	$1.67M	Buy	10,000 +4,000	+67%	+$685K	0.08%	132
2021 Q3	$986K	Hold	6,000	–	–	0.05%	178
2021 Q2	$1.03M	Buy	+6,000	New	+$997K	0.05%	165
2019 Q2	–	Sell	-8,000	Closed	-$712K	–	322
2019 Q1	$712K	Hold	8,000	–	–	0.08%	124
2018 Q4	$601K	Buy	+8,000	New	+$665K	0.08%	129

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.