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Opes Wealth Management’s Amazon AMZN Stock Holding History

Opes 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 		$1.5M Sell
7,210
-371
-5% -$81.7K 0.25% 61
2025
Q4 		$1.75M Sell
7,581
-111
-1% -$25.4K 0.29% 57
2025
Q3 		$1.69M Buy
7,692
+725
+10% +$164K 0.29% 54
2025
Q2 		$1.53M Sell
6,967
-1,696
-20% -$336K 0.27% 57
2025
Q1 		$1.65M Buy
8,663
+16
+0.2% +$3.47K 0.33% 53
2024
Q4 		$1.9M Buy
8,647
+3,729
+76% +$763K 0.39% 51
2024
Q3 		$916K Sell
4,918
-154
-3% -$28.1K 0.18% 62
2024
Q2 		$980K Buy
5,072
+19
+0.4% +$3.49K 0.2% 59
2024
Q1 		$911K Sell
5,053
-1,026
-17% -$171K 0.21% 62
2023
Q4 		$924K Buy
6,079
+1,490
+32% +$209K 0.22% 62
2023
Q3 		$583K Sell
4,589
-760
-14% -$102K 0.16% 68
2023
Q2 		$697K Buy
5,349
+915
+21% +$104K 0.2% 60
2023
Q1 		$458K Buy
4,434
+10
+0.2% +$966 0.15% 73
2022
Q4 		$372K Buy
4,424
+100
+2% +$9.88K 0.14% 81
2022
Q3 		$489K Buy
4,324
+134
+3% +$16.9K 0.2% 54
2022
Q2 		$445K Sell
4,190
-1,310
-24% -$164K 0.18% 58
2022
Q1 		$896K Hold
5,500
– – 0.29% 53
2021
Q4 		$917K Buy
5,500
+880
+19% +$151K 0.28% 50
2021
Q3 		$759K Buy
4,620
+300
+7% +$51.7K 0.27% 51
2021
Q2 		$743K Sell
4,320
-520
-11% -$86.4K 0.27% 46
2021
Q1 		$749K Buy
4,840
+300
+7% +$47.6K 0.29% 43
2020
Q4 		$739K Buy
4,540
+1,900
+72% +$303K 0.36% 40
2020
Q3 		$416K Buy
2,640
+160
+6% +$25.2K 0.2% 48
2020
Q2 		$342K Buy
+2,480
New +$300K 0.17% 53

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

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

Opes Wealth Management reduced its Amazon (AMZN) stake by 4.9% in Q1 2026, selling an estimated $81.7K and leaving 7,210 shares worth $1.5M. The position accounts for 0.25% of the portfolio, ranked #61.

Opes Wealth Management first reported a position in AMZN in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.9M in Q4 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Opes Wealth Management held 7,210 shares of Amazon worth $1.5M as of Q1 2026.
  • Opes Wealth Management sold 371 Amazon shares in Q1 2026, an estimated $81.7K.
  • Amazon made up 0.25% of Opes Wealth Management's portfolio in Q1 2026, its #61 holding.
  • Opes Wealth Management first reported a position in Amazon in Q2 2020 and has held it in 24 quarters since.
  • Opes Wealth Management's Amazon position peaked at $1.9M in Q4 2024.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.