NW
AMZN icon

Naviter Wealth’s Amazon AMZN Stock Holding History

Naviter Wealth’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 		$13.9M Buy
66,626
+2,138
+3% +$471K 1.73% 10
2025
Q4 		$14.9M Sell
64,488
-11,297
-15% -$2.58M 1.94% 10
2025
Q3 		$16.6M Buy
75,785
+2,965
+4% +$671K 1.94% 10
2025
Q2 		$16M Sell
72,820
-1,381
-2% -$273K 1.97% 9
2025
Q1 		$14.3M Sell
74,201
-518
-0.7% -$112K 1.73% 11
2024
Q4 		$16.4M Buy
74,719
+22,570
+43% +$4.62M 1.98% 11
2024
Q3 		$9.72M Buy
52,149
+2,316
+5% +$423K 1.35% 12
2024
Q2 		$9.63M Buy
49,833
+3,407
+7% +$626K 1.44% 11
2024
Q1 		$8.37M Buy
46,426
+11,582
+33% +$1.93M 1.37% 13
2023
Q4 		$5.29M Buy
34,844
+4,565
+15% +$640K 1.07% 21
2023
Q3 		$3.85M Sell
30,279
-829
-3% -$111K 0.93% 20
2023
Q2 		$4.06M Buy
31,108
+4,184
+16% +$478K 1.03% 17
2023
Q1 		$2.78M Sell
26,924
-10,507
-28% -$1.02M 0.97% 16
2022
Q4 		$3.61M Buy
37,431
+8,874
+31% +$877K 0.99% 21
2022
Q3 		$3.23M Sell
28,557
-4,195
-13% -$530K 1.32% 13
2022
Q2 		$3.48M Buy
+32,752
New +$4.1M 1.43% 11

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

Naviter Wealth's AMZN Position: Q1 2026 in Review

Naviter Wealth increased its Amazon (AMZN) stake by 3.3% in Q1 2026, buying an estimated $471K and bringing the position to 66,626 shares worth $13.9M. The position accounts for 1.73% of the portfolio, ranked #10.

Naviter Wealth first reported a position in AMZN in Q2 2022 and has held it in 16 quarters since. The position peaked at $16.6M in Q3 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Naviter Wealth held 66,626 shares of Amazon worth $13.9M as of Q1 2026.
  • Naviter Wealth bought 2,138 Amazon shares in Q1 2026, an estimated $471K.
  • Amazon made up 1.73% of Naviter Wealth's portfolio in Q1 2026, its #10 holding.
  • Naviter Wealth first reported a position in Amazon in Q2 2022 and has held it in 16 quarters since.
  • Naviter Wealth's Amazon position peaked at $16.6M in Q3 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.