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Opal Wealth Advisors’s Amazon AMZN Stock Holding History

Opal Wealth Advisors’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 		$3.15M Buy
15,118
+227
+2% +$50K 0.71% 18
2025
Q4 		$3.44M Buy
14,891
+2,086
+16% +$477K 0.9% 18
2025
Q3 		$2.81M Sell
12,805
-356
-3% -$80.6K 0.78% 19
2025
Q2 		$2.89M Buy
13,161
+2,088
+19% +$413K 0.8% 16
2025
Q1 		$2.11M Buy
11,073
+168
+2% +$36.5K 0.65% 21
2024
Q4 		$2.39M Sell
10,905
-392
-3% -$80.2K 0.72% 24
2024
Q3 		$2.1M Buy
11,297
+561
+5% +$102K 0.66% 26
2024
Q2 		$2.07M Sell
10,736
-39
-0.4% -$7.16K 0.67% 24
2024
Q1 		$1.94M Sell
10,775
-346
-3% -$57.8K 0.66% 26
2023
Q4 		$1.69M Buy
11,121
+110
+1% +$15.4K 0.67% 26
2023
Q3 		$1.4M Buy
11,011
+15
+0.1% +$2.01K 0.82% 18
2023
Q2 		$1.43M Sell
10,996
-482
-4% -$55K 0.72% 17
2023
Q1 		$1.19M Buy
11,478
+1,778
+18% +$172K 0.69% 16
2022
Q4 		$815K Sell
9,700
-209
-2% -$20.6K 0.45% 34
2022
Q3 		$1.12M Sell
9,909
-123
-1% -$15.5K 0.82% 17
2022
Q2 		$1.06M Buy
10,032
+712
+8% +$89.1K 0.7% 21
2022
Q1 		$1.52M Sell
9,320
-360
-4% -$55.6K 1.32% 12
2021
Q4 		$1.61M Buy
9,680
+2,920
+43% +$500K 1.02% 18
2021
Q3 		$1.11M Sell
6,760
-4,340
-39% -$749K 1.07% 16
2021
Q2 		$1.91M Buy
11,100
+3,360
+43% +$558K 1.78% 8
2021
Q1 		$1.2M Buy
7,740
+860
+13% +$136K 1.3% 8
2020
Q4 		$1.12M Buy
+6,880
New +$1.1M 1.4% 9

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

Opal Wealth Advisors's AMZN Position: Q1 2026 in Review

Opal Wealth Advisors increased its Amazon (AMZN) stake by 1.5% in Q1 2026, buying an estimated $50K and bringing the position to 15,118 shares worth $3.15M. The position accounts for 0.71% of the portfolio, ranked #18.

Opal Wealth Advisors first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.44M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Opal Wealth Advisors held 15,118 shares of Amazon worth $3.15M as of Q1 2026.
  • Opal Wealth Advisors bought 227 Amazon shares in Q1 2026, an estimated $50K.
  • Amazon made up 0.71% of Opal Wealth Advisors's portfolio in Q1 2026, its #18 holding.
  • Opal Wealth Advisors first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
  • Opal Wealth Advisors's Amazon position peaked at $3.44M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.