IAGL
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Innovative Advisory Group, LLC’s Amazon AMZN Stock Holding History

Innovative Advisory Group, LLC’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
-731
Closed -$169K – 42
2025
Q4 		$169K Sell
731
-25
-3% -$5.72K 0.11% 42
2025
Q3 		$166K Hold
756
– – 0.1% 43
2025
Q2 		$166K Buy
756
+100
+15% +$19.8K 0.14% 37
2025
Q1 		$125K Hold
656
– – 0.12% 39
2024
Q4 		$144K Buy
+656
New +$134K 0.12% 39

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Innovative Advisory Group, LLC's AMZN Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Amazon (AMZN) in Q1 2026, closing a stake of 731 shares — an estimated $169K sold.

Innovative Advisory Group, LLC first reported a position in AMZN in Q4 2024 and held it in 5 quarters. The position peaked at $169K in Q4 2025. 6,034 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Amazon position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 731 Amazon shares in Q1 2026, an estimated $169K.
  • Innovative Advisory Group, LLC first reported a position in Amazon in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Amazon position peaked at $169K in Q4 2025.
  • 6,034 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.