Napa Wealth Management’s Amazon AMZN Stock Holding History

Napa 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
2025 Q3	$735K	Sell	3,348 -994	-23%	-$225K	0.34%	68
2025 Q2	$953K	Buy	4,342 +340	+8%	+$67.3K	0.46%	57
2025 Q1	$761K	Sell	4,002 -264	-6%	-$57.3K	0.43%	59
2024 Q4	$936K	Sell	4,266 -5,301	-55%	-$1.08M	0.4%	73
2024 Q3	$1.78M	Buy	9,567 +6,121	+178%	+$1.12M	0.84%	28
2024 Q2	$666K	Buy	+3,446	New	+$633K	0.45%	55
2024 Q1	–	Sell	-19,278	Closed	-$2.93M	–	75
2023 Q4	$2.93M	Buy	+19,278	New	+$2.7M	1.59%	10

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Napa Wealth Management's AMZN Position: Q3 2025 in Review

Napa Wealth Management reduced its Amazon (AMZN) stake by 23% in Q3 2025, selling an estimated $225K and leaving 3,348 shares worth $735K. The position accounts for 0.34% of the portfolio, ranked #68.

Napa Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.93M in Q4 2023. 5,570 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.

Napa Wealth Management held 3,348 shares of Amazon worth $735K as of Q3 2025.
Napa Wealth Management sold 994 Amazon shares in Q3 2025, an estimated $225K.
Amazon made up 0.34% of Napa Wealth Management's portfolio in Q3 2025, its #68 holding.
Napa Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 7 quarters since.
Napa Wealth Management's Amazon position peaked at $2.93M in Q4 2023.
5,570 funds tracked by Wall St. Rank held Amazon as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.