Navis Wealth Advisors’s Amazon AMZN Stock Holding History

Navis 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	$1.58M	Sell	7,606 -1,124	-13%	-$247K	0.81%	30
2025 Q4	$2.02M	Buy	8,730 +1,438	+20%	+$329K	0.85%	21
2025 Q3	$1.6M	Buy	7,292 +475	+7%	+$108K	1.2%	14
2025 Q2	$1.5M	Buy	6,817 +525	+8%	+$104K	1.26%	13
2025 Q1	$1.2M	Buy	6,292 +489	+8%	+$106K	1.18%	15
2024 Q4	$1.27M	Sell	5,803 -6	-0.1%	-$1.23K	1.39%	15
2024 Q3	$1.08M	Buy	5,809 +1,137	+24%	+$207K	1.17%	17
2024 Q2	$903K	Buy	4,672 +504	+12%	+$92.6K	1.04%	18
2024 Q1	$752K	Buy	4,168 +261	+7%	+$43.6K	0.9%	20
2023 Q4	$594K	Hold	3,907	–	–	0.77%	31
2023 Q3	$497K	Buy	3,907 +414	+12%	+$55.5K	0.72%	35
2023 Q2	$455K	Buy	3,493 +610	+21%	+$69.7K	0.42%	38
2023 Q1	$298K	Buy	+2,883	New	+$279K	0.33%	58
2021 Q2	–	Sell	-3,380	Closed	-$523K	–	107
2021 Q1	$523K	Buy	3,380 +1,140	+51%	+$181K	0.41%	60
2020 Q4	$365K	Buy	+2,240	New	+$357K	0.33%	57

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

Navis Wealth Advisors's AMZN Position: Q1 2026 in Review

Navis Wealth Advisors reduced its Amazon (AMZN) stake by 13% in Q1 2026, selling an estimated $247K and leaving 7,606 shares worth $1.58M. The position accounts for 0.81% of the portfolio, ranked #30.

Navis Wealth Advisors first reported a position in AMZN in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.02M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Navis Wealth Advisors held 7,606 shares of Amazon worth $1.58M as of Q1 2026.
Navis Wealth Advisors sold 1,124 Amazon shares in Q1 2026, an estimated $247K.
Amazon made up 0.81% of Navis Wealth Advisors's portfolio in Q1 2026, its #30 holding.
Navis Wealth Advisors first reported a position in Amazon in Q4 2020 and has held it in 15 quarters since.
Navis Wealth Advisors's Amazon position peaked at $2.02M in Q4 2025.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.