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Omnitrust Wealth Management’s Amazon AMZN Stock Holding History

Omnitrust 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 		$1.11M Sell
5,351
-19
-0.4% -$4.18K 1.44% 13
2025
Q4 		$1.24M Buy
+5,370
New +$1.23M 1.58% 14
2025
Q2 		$1.26M Buy
+5,293
New +$1.05M 1.49% 14

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 $3.37T AUM 44.26% 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

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

Omnitrust Wealth Management reduced its Amazon (AMZN) stake by 0.35% in Q1 2026, selling an estimated $4.18K and leaving 5,351 shares worth $1.11M. The position accounts for 1.44% of the portfolio, ranked #13.

Omnitrust Wealth Management first reported a position in AMZN in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.26M in Q2 2025. 6,015 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Omnitrust Wealth Management held 5,351 shares of Amazon worth $1.11M as of Q1 2026.
  • Omnitrust Wealth Management sold 19 Amazon shares in Q1 2026, an estimated $4.18K.
  • Amazon made up 1.44% of Omnitrust Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Omnitrust Wealth Management first reported a position in Amazon in Q2 2025 and has held it in 3 quarters since.
  • Omnitrust Wealth Management's Amazon position peaked at $1.26M in Q2 2025.
  • 6,015 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.