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Monterey Private Wealth’s Amazon AMZN Stock Holding History

Monterey Private Wealth’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
Q1 		$2.49M Buy
13,093
+163
+1% +$35.4K 0.73% 24
2024
Q4 		$2.84M Buy
12,930
+601
+5% +$123K 0.94% 22
2024
Q3 		$2.3M Buy
12,329
+41
+0.3% +$7.48K 0.78% 23
2024
Q2 		$2.37M Buy
12,288
+755
+7% +$139K 0.89% 23
2024
Q1 		$2.08M Buy
11,533
+232
+2% +$38.7K 0.84% 23
2023
Q4 		$1.72M Buy
11,301
+1,102
+11% +$154K 0.78% 23
2023
Q3 		$1.3M Sell
10,199
-430
-4% -$57.6K 0.65% 26
2023
Q2 		$1.39M Buy
10,629
+203
+2% +$23.2K 0.67% 25
2023
Q1 		$1.08M Sell
10,426
-215
-2% -$20.8K 0.55% 31
2022
Q4 		$894K Sell
10,641
-1,497
-12% -$148K 0.48% 35
2022
Q3 		$1.39M Sell
12,138
-791
-6% -$100K 0.83% 23
2022
Q2 		$1.37M Buy
12,929
+2,029
+19% +$254K 0.78% 21
2022
Q1 		$1.81M Buy
10,900
+2,480
+29% +$383K 0.88% 22
2021
Q4 		$1.4M Hold
8,420
– – 0.7% 26
2021
Q3 		$1.36M Sell
8,420
-140
-2% -$24.1K 0.76% 24
2021
Q2 		$1.47M Buy
8,560
+920
+12% +$153K 0.84% 20
2021
Q1 		$1.3M Sell
7,640
-1,400
-15% -$222K 0.72% 20
2020
Q4 		$1.47M Sell
9,040
-180
-2% -$28.7K 0.85% 17
2020
Q3 		$1.45M Buy
9,220
+1,420
+18% +$224K 0.93% 16
2020
Q2 		$1.08M Buy
7,800
+60
+0.8% +$7.25K 0.77% 16
2020
Q1 		$755K Sell
7,740
-900
-10% -$87.1K 0.64% 21
2019
Q4 		$798K Buy
+8,640
New +$765K 0.64% 21

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Monterey Private Wealth's AMZN Position: Q1 2025 in Review

Monterey Private Wealth increased its Amazon (AMZN) stake by 1.3% in Q1 2025, buying an estimated $35.4K and bringing the position to 13,093 shares worth $2.49M. The position accounts for 0.73% of the portfolio, ranked #24.

Monterey Private Wealth first reported a position in AMZN in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.84M in Q4 2024. 5,468 funds tracked by Wall St. Rank hold AMZN as of Q1 2025.

  • Monterey Private Wealth held 13,093 shares of Amazon worth $2.49M as of Q1 2025.
  • Monterey Private Wealth bought 163 Amazon shares in Q1 2025, an estimated $35.4K.
  • Amazon made up 0.73% of Monterey Private Wealth's portfolio in Q1 2025, its #24 holding.
  • Monterey Private Wealth first reported a position in Amazon in Q4 2019 and has held it in 22 quarters since.
  • Monterey Private Wealth's Amazon position peaked at $2.84M in Q4 2024.
  • 5,468 funds tracked by Wall St. Rank held Amazon as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.