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AMZN icon

NewEdge Wealth’s Amazon AMZN Stock Holding History

NewEdge 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 		$140M Sell
672,432
-693
-0.1% -$153K 1.67% 9
2025
Q4 		$155M Buy
673,125
+133,404
+25% +$30.5M 1.76% 8
2025
Q3 		$135M Buy
539,721
+2,543
+0.5% +$576K 1.94% 8
2025
Q2 		$120M Sell
537,178
-2,105
-0.4% -$417K 1.88% 8
2025
Q1 		$103M Buy
539,283
+224,578
+71% +$48.7M 1.86% 8
2024
Q4 		$69M Buy
314,705
+19,278
+7% +$3.94M 1.2% 11
2024
Q3 		$55M Buy
295,427
+95,450
+48% +$17.4M 0.99% 17
2024
Q2 		$38.6M Sell
199,977
-20,296
-9% -$3.73M 0.84% 26
2024
Q1 		$40.7M Buy
220,273
+48,722
+28% +$8.13M 0.91% 21
2023
Q4 		$26.1M Sell
171,551
-4,488
-3% -$629K 0.67% 37
2023
Q3 		$22.4M Sell
176,039
-20,932
-11% -$2.8M 0.71% 35
2023
Q2 		$25.7M Buy
196,971
+69,890
+55% +$7.98M 0.86% 26
2023
Q1 		$13.1M Buy
127,081
+16,632
+15% +$1.61M 0.5% 55
2022
Q4 		$9.28M Sell
110,449
-100,205
-48% -$9.9M 0.4% 75
2022
Q3 		$23.8M Sell
210,654
-3,816
-2% -$482K 1.13% 17
2022
Q2 		$22.8M Buy
214,470
+26,670
+14% +$3.34M 1.03% 18
2022
Q1 		$30.6M Buy
187,800
+41,700
+29% +$6.44M 1.36% 16
2021
Q4 		$24.4M Buy
146,100
+12,500
+9% +$2.14M 1.02% 21
2021
Q3 		$21.9M Buy
133,600
+10,140
+8% +$1.75M 1.31% 17
2021
Q2 		$21.2M Sell
123,460
-50,640
-29% -$8.42M 1.62% 12
2021
Q1 		$26.9M Buy
174,100
+124,720
+253% +$19.8M 2.68% 6
2020
Q4 		$8.04M Buy
+49,380
New +$7.88M 2.47% 8

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

NewEdge Wealth's AMZN Position: Q1 2026 in Review

NewEdge Wealth reduced its Amazon (AMZN) stake by 0.1% in Q1 2026, selling an estimated $153K and leaving 672,432 shares worth $140M. The position accounts for 1.67% of the portfolio, ranked #9.

NewEdge Wealth first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. The position peaked at $155M in Q4 2025. 5,981 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • NewEdge Wealth held 672,432 shares of Amazon worth $140M as of Q1 2026.
  • NewEdge Wealth sold 693 Amazon shares in Q1 2026, an estimated $153K.
  • Amazon made up 1.67% of NewEdge Wealth's portfolio in Q1 2026, its #9 holding.
  • NewEdge Wealth first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's Amazon position peaked at $155M in Q4 2025.
  • 5,981 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.