MorganRosel Wealth Management’s Amazon AMZN Stock Holding History

MorganRosel 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	$221K	Sell	1,062 -180	-14%	-$39.6K	0.09%	99
2025 Q4	$287K	Sell	1,242 -122	-9%	-$27.9K	0.07%	99
2025 Q3	$300K	Sell	1,364 -20	-1%	-$4.53K	0.08%	96
2025 Q2	$304K	Hold	1,384	–	–	0.08%	98
2025 Q1	$263K	Sell	1,384 -426	-24%	-$92.4K	0.08%	94
2024 Q4	$397K	Sell	1,810 -287	-14%	-$58.7K	0.13%	88
2024 Q3	$391K	Sell	2,097 -8	-0.4%	-$1.46K	0.13%	84
2024 Q2	$407K	Hold	2,105	–	–	0.14%	81
2024 Q1	$380K	Sell	2,105 -120	-5%	-$20K	0.14%	84
2023 Q4	$338K	Buy	+2,225	New	+$312K	0.13%	81
2022 Q4	–	Sell	-2,287	Closed	-$258K	–	91
2022 Q3	$258K	Buy	2,287 +387	+20%	+$48.9K	0.13%	85
2022 Q2	$202K	Buy	+1,900	New	+$238K	0.11%	85
2022 Q1	–	Sell	-1,400	Closed	-$233K	–	88
2021 Q4	$233K	Buy	+1,400	New	+$240K	0.11%	79
2021 Q2	–	Sell	-1,300	Closed	-$201K	–	84
2021 Q1	$201K	Hold	1,300	–	–	0.13%	77
2020 Q4	$212K	Buy	+1,300	New	+$207K	0.15%	70

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

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

MorganRosel Wealth Management reduced its Amazon (AMZN) stake by 14% in Q1 2026, selling an estimated $39.6K and leaving 1,062 shares worth $221K. The position accounts for 0.09% of the portfolio, ranked #99.

MorganRosel Wealth Management first reported a position in AMZN in Q4 2020 and has held it in 15 quarters since. The position peaked at $407K in Q2 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

MorganRosel Wealth Management held 1,062 shares of Amazon worth $221K as of Q1 2026.
MorganRosel Wealth Management sold 180 Amazon shares in Q1 2026, an estimated $39.6K.
Amazon made up 0.09% of MorganRosel Wealth Management's portfolio in Q1 2026, its #99 holding.
MorganRosel Wealth Management first reported a position in Amazon in Q4 2020 and has held it in 15 quarters since.
MorganRosel Wealth Management's Amazon position peaked at $407K in Q2 2024.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.