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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
2021
Q4 		– Sell
-16,000
Closed -$2.63M – 105
2021
Q3 		$2.63M Buy
+16,000
New +$2.76M 1.83% 13
2021
Q2 		– Sell
-32,000
Closed -$4.95M – 108
2021
Q1 		$4.95M Buy
+32,000
New +$5.07M 3.83% 7

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

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. 5,981 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.
  • 5,981 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.