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Oak Harbor Wealth Partners’s Amazon AMZN Stock Holding History

Oak Harbor Wealth Partners’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 		$4.9M Buy
23,544
+165
+0.7% +$36.3K 1.15% 23
2025
Q4 		$5.4M Buy
23,379
+211
+0.9% +$48.3K 1.3% 20
2025
Q3 		$5.09M Buy
23,168
+117
+0.5% +$26.5K 1.26% 21
2025
Q2 		$5.06M Buy
23,051
+151
+0.7% +$29.9K 1.37% 19
2025
Q1 		$4.36M Sell
22,900
-57
-0.2% -$12.4K 1.25% 19
2024
Q4 		$5.04M Sell
22,957
-626
-3% -$128K 1.46% 16
2024
Q3 		$4.39M Sell
23,583
-276
-1% -$50.4K 1.25% 20
2024
Q2 		$4.61M Buy
23,859
+268
+1% +$49.2K 1.45% 19
2024
Q1 		$4.26M Sell
23,591
-220
-0.9% -$36.7K 1.32% 19
2023
Q4 		$3.62M Sell
23,811
-4,037
-14% -$566K 1.21% 21
2023
Q3 		$3.54M Sell
27,848
-687
-2% -$92.1K 1.25% 20
2023
Q2 		$3.72M Sell
28,535
-817
-3% -$93.3K 1.27% 18
2023
Q1 		$3.03M Buy
29,352
+3,244
+12% +$313K 1.1% 23
2022
Q4 		$2.19M Sell
26,108
-1,383
-5% -$137K 0.84% 37
2022
Q3 		$3.11M Buy
27,491
+416
+2% +$52.6K 1.22% 20
2022
Q2 		$2.88M Sell
27,075
-225
-0.8% -$28.2K 1.15% 29
2022
Q1 		$4.45M Buy
27,300
+1,580
+6% +$244K 1.46% 17
2021
Q4 		$4.29M Buy
+25,720
New +$4.4M 1.47% 15

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

Oak Harbor Wealth Partners's AMZN Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Amazon (AMZN) stake by 0.71% in Q1 2026, buying an estimated $36.3K and bringing the position to 23,544 shares worth $4.9M. The position accounts for 1.15% of the portfolio, ranked #23.

Oak Harbor Wealth Partners first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.4M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Oak Harbor Wealth Partners held 23,544 shares of Amazon worth $4.9M as of Q1 2026.
  • Oak Harbor Wealth Partners bought 165 Amazon shares in Q1 2026, an estimated $36.3K.
  • Amazon made up 1.15% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #23 holding.
  • Oak Harbor Wealth Partners first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • Oak Harbor Wealth Partners's Amazon position peaked at $5.4M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.