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Montz Harcus Wealth Management’s Amazon AMZN Stock Holding History

Montz Harcus 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 		$4.97M Sell
23,855
-48
-0.2% -$10.6K 2.01% 15
2025
Q4 		$5.52M Sell
23,903
-390
-2% -$89.2K 2.24% 14
2025
Q3 		$5.33M Sell
24,293
-113
-0.5% -$25.6K 2.33% 13
2025
Q2 		$5.35M Buy
24,406
+88
+0.4% +$17.4K 2.58% 13
2025
Q1 		$4.63M Buy
24,318
+2,150
+10% +$467K 2.53% 13
2024
Q4 		$4.86M Buy
22,168
+187
+0.9% +$38.3K 2.72% 12
2024
Q3 		$4.1M Sell
21,981
-380
-2% -$69.3K 2.39% 13
2024
Q2 		$4.32M Buy
22,361
+333
+2% +$61.2K 2.8% 12
2024
Q1 		$3.97M Sell
22,028
-44
-0.2% -$7.34K 2.69% 12
2023
Q4 		$3.35M Buy
22,072
+219
+1% +$30.7K 2.56% 12
2023
Q3 		$2.78M Buy
21,853
+63
+0.3% +$8.44K 2.37% 13
2023
Q2 		$2.84M Buy
21,790
+315
+1% +$36K 2.35% 13
2023
Q1 		$2.22M Sell
21,475
-400
-2% -$38.6K 2.05% 13
2022
Q4 		$1.84M Sell
21,875
-847
-4% -$83.7K 1.82% 14
2022
Q3 		$2.57M Buy
22,722
+481
+2% +$60.8K 2.83% 11
2022
Q2 		$2.36M Buy
22,241
+421
+2% +$52.7K 2.49% 13
2022
Q1 		$3.56M Buy
21,820
+540
+3% +$83.4K 3.19% 11
2021
Q4 		$3.55M Buy
+21,280
New +$3.64M 3.11% 11

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

Montz Harcus Wealth Management's AMZN Position: Q1 2026 in Review

Montz Harcus Wealth Management reduced its Amazon (AMZN) stake by 0.2% in Q1 2026, selling an estimated $10.6K and leaving 23,855 shares worth $4.97M. The position accounts for 2.01% of the portfolio, ranked #15.

Montz Harcus Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.52M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Montz Harcus Wealth Management held 23,855 shares of Amazon worth $4.97M as of Q1 2026.
  • Montz Harcus Wealth Management sold 48 Amazon shares in Q1 2026, an estimated $10.6K.
  • Amazon made up 2.01% of Montz Harcus Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Montz Harcus Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • Montz Harcus Wealth Management's Amazon position peaked at $5.52M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.