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Nicola Wealth Management’s Amazon AMZN Stock Holding History

Nicola Wealth Management’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 		$17.5M Sell
83,800
-22,000
-21% -$4.84M 2.1% 17
2025
Q4 		$24.4M Sell
105,800
-10,000
-9% -$2.29M 2.22% 9
2025
Q3 		$25.4M Hold
115,800
– – 2.26% 11
2025
Q2 		$25.4M Buy
115,800
+22,800
+25% +$4.51M 2.38% 7
2025
Q1 		$17.7M Hold
93,000
– – 1.73% 18
2024
Q4 		$20.4M Buy
93,000
+27,000
+41% +$5.52M 1.93% 20
2024
Q3 		$12.3M Hold
66,000
– – 0.98% 39
2024
Q2 		$12.8M Buy
66,000
+12,000
+22% +$2.2M 1.14% 33
2024
Q1 		$9.74M Buy
+54,000
New +$9.01M 0.94% 38
2023
Q3 		– Sell
-50,000
Closed -$6.52M – 111
2023
Q2 		$6.52M Sell
50,000
-39,900
-44% -$4.56M 0.64% 46
2023
Q1 		$9.29M Hold
89,900
– – 0.92% 42
2022
Q4 		$7.55M Buy
89,900
+10,900
+14% +$1.08M 0.77% 44
2022
Q3 		$8.93M Sell
79,000
-15,579
-16% -$1.97M 0.98% 38
2022
Q2 		$10M Buy
94,579
+3,099
+3% +$388K 0.96% 38
2022
Q1 		$14.9M Buy
91,480
+20,000
+28% +$3.09M 1.31% 26
2021
Q4 		$11.9M Hold
71,480
– – 1.12% 34
2021
Q3 		$11.7M Buy
71,480
+4,000
+6% +$690K 1.21% 26
2021
Q2 		$11.6M Buy
67,480
+2,000
+3% +$332K 1.19% 31
2021
Q1 		$10.1M Buy
65,480
+3,360
+5% +$533K 1.13% 36
2020
Q4 		$10.1M Buy
62,120
+11,400
+22% +$1.82M 1.26% 29
2020
Q3 		$7.99M Sell
50,720
-22,100
-30% -$3.48M 1.14% 37
2020
Q2 		$10M Buy
72,820
+42,000
+136% +$5.07M 1.39% 22
2020
Q1 		$4.23M Hold
30,820
– – 0.64% 58
2019
Q4 		$3.7M Buy
+30,820
New +$2.73M 0.56% 74
2019
Q2 		– Sell
-30,140
Closed -$3.59M – 92
2019
Q1 		$3.59M Hold
30,140
– – 0.54% 69
2018
Q4 		$3.09M Hold
30,140
– – 0.51% 77
2018
Q3 		$3.9M Buy
+30,140
New +$2.83M 0.67% 65
2018
Q2 		– Sell
-34,740
Closed -$2.51M – 96
2018
Q1 		$2.51M Buy
+34,740
New +$2.48M 0.51% 77

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

Nicola Wealth Management's AMZN Position: Q1 2026 in Review

Nicola Wealth Management reduced its Amazon (AMZN) stake by 21% in Q1 2026, selling an estimated $4.84M and leaving 83,800 shares worth $17.5M. The position accounts for 2.1% of the portfolio, ranked #17.

Nicola Wealth Management first reported a position in AMZN in Q1 2018 and has held it in 28 quarters since. The position peaked at $25.4M in Q3 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Nicola Wealth Management held 83,800 shares of Amazon worth $17.5M as of Q1 2026.
  • Nicola Wealth Management sold 22,000 Amazon shares in Q1 2026, an estimated $4.84M.
  • Amazon made up 2.1% of Nicola Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Nicola Wealth Management first reported a position in Amazon in Q1 2018 and has held it in 28 quarters since.
  • Nicola Wealth Management's Amazon position peaked at $25.4M in Q3 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Nicola Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.