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	–	Sell	-10,200	Closed	-$48.5K	–	1132
2025 Q4	$48.5K	Hold	10,200	–	–	﹤0.01%	1182
2025 Q3	$47.9K	Buy	+10,200	New	+$2.31M	﹤0.01%	1015
2025 Q2	–	Sell	-10,200	Closed	-$43.6K	–	963
2025 Q1	$43.6K	Hold	10,200	–	–	﹤0.01%	924
2024 Q4	$18.5K	Hold	10,200	–	–	﹤0.01%	917
2024 Q3	$10.6K	Buy	+10,200	New	+$1.86M	﹤0.01%	870
2024 Q1	–	Sell	-10,200	Closed	-$3.9K	–	806
2023 Q4	$3.9K	Sell	10,200 -500	-5%	-$70.1K	﹤0.01%	736
2023 Q3	$11.6K	Hold	10,700	–	–	﹤0.01%	644
2023 Q2	$215	Hold	10,700	–	–	﹤0.01%	633
2023 Q1	$6.55K	Hold	10,700	–	–	﹤0.01%	607
2022 Q4	$45.7K	Buy	+10,700	New	+$1.06M	﹤0.01%	536

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

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. 5,982 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.
5,982 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.