Mowery & Schoenfeld Wealth Management’s Amazon AMZN Stock Holding History

Mowery & Schoenfeld 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	$713K	Sell	3,425 -509	-13%	-$112K	1.09%	18
2025 Q4	$908K	Buy	3,934 +514	+15%	+$118K	1.32%	14
2025 Q3	$751K	Sell	3,420 -144	-4%	-$32.6K	1.29%	16
2025 Q2	$782K	Sell	3,564 -76	-2%	-$15K	1.19%	16
2025 Q1	$693K	Buy	3,640 +2,146	+144%	+$466K	1.36%	15
2024 Q4	$328K	Buy	1,494 +368	+33%	+$75.3K	0.64%	32
2024 Q3	$210K	Buy	1,126 +500	+80%	+$91.2K	0.33%	35
2024 Q2	$121K	Buy	626 +243	+63%	+$44.6K	0.17%	56
2024 Q1	$69.2K	Sell	383 -3	-0.8%	-$501	0.13%	66
2023 Q4	$58.7K	Buy	+386	New	+$54.1K	0.12%	69

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

Mowery & Schoenfeld Wealth Management's AMZN Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Amazon (AMZN) stake by 13% in Q1 2026, selling an estimated $112K and leaving 3,425 shares worth $713K. The position accounts for 1.09% of the portfolio, ranked #18.

Mowery & Schoenfeld Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $908K in Q4 2025. 5,990 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 3,425 shares of Amazon worth $713K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 509 Amazon shares in Q1 2026, an estimated $112K.
Amazon made up 1.09% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #18 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's Amazon position peaked at $908K in Q4 2025.
5,990 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.