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Moss Adams Wealth Advisors’s Amazon AMZN Stock Holding History

Moss Adams Wealth Advisors’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 		$10.5M Buy
50,320
+1,534
+3% +$338K 0.77% 17
2025
Q4 		$11.3M Buy
48,786
+87
+0.2% +$19.9K 0.82% 18
2025
Q3 		$10.7M Buy
48,699
+1,194
+3% +$270K 0.83% 16
2025
Q2 		$10.4M Buy
47,505
+4,170
+10% +$825K 0.95% 16
2025
Q1 		$8.24M Buy
43,335
+4,216
+11% +$915K 0.87% 16
2024
Q4 		$8.58M Buy
39,119
+5,659
+17% +$1.16M 0.91% 16
2024
Q3 		$6.23M Buy
33,460
+106
+0.3% +$19.3K 0.68% 18
2024
Q2 		$6.45M Buy
33,354
+3,601
+12% +$662K 0.89% 15
2024
Q1 		$5.37M Buy
29,753
+6,706
+29% +$1.12M 0.86% 15
2023
Q4 		$3.5M Buy
23,047
+706
+3% +$99K 0.73% 16
2023
Q3 		$2.84M Buy
22,341
+162
+0.7% +$21.7K 0.97% 13
2023
Q2 		$2.89M Buy
22,179
+2,657
+14% +$303K 0.94% 13
2023
Q1 		$2.02M Buy
19,522
+310
+2% +$30K 0.69% 17
2022
Q4 		$1.61M Buy
+19,212
New +$1.9M 0.81% 23

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

Moss Adams Wealth Advisors's AMZN Position: Q1 2026 in Review

Moss Adams Wealth Advisors increased its Amazon (AMZN) stake by 3.1% in Q1 2026, buying an estimated $338K and bringing the position to 50,320 shares worth $10.5M. The position accounts for 0.77% of the portfolio, ranked #17.

Moss Adams Wealth Advisors first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.3M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Moss Adams Wealth Advisors held 50,320 shares of Amazon worth $10.5M as of Q1 2026.
  • Moss Adams Wealth Advisors bought 1,534 Amazon shares in Q1 2026, an estimated $338K.
  • Amazon made up 0.77% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #17 holding.
  • Moss Adams Wealth Advisors first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
  • Moss Adams Wealth Advisors's Amazon position peaked at $11.3M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.