Philip James Wealth Mangement’s Amazon AMZN Stock Holding History

Philip James Wealth Mangement’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	$1.82M	Buy	8,727 +57	+0.7%	+$12.6K	0.21%	66
2025 Q4	$2M	Buy	8,670 +134	+2%	+$30.7K	0.23%	67
2025 Q3	$1.87M	Buy	8,536 +219	+3%	+$49.6K	0.22%	69
2025 Q2	$1.82M	Buy	8,317 +172	+2%	+$34K	0.23%	68
2025 Q1	$1.55M	Buy	8,145 +698	+9%	+$151K	0.19%	67
2024 Q4	$1.63M	Sell	7,447 -922	-11%	-$189K	0.21%	66
2024 Q3	$1.56M	Buy	8,369 +951	+13%	+$174K	0.19%	66
2024 Q2	$1.43M	Buy	7,418 +107	+1%	+$19.7K	0.95%	20
2024 Q1	$1.32M	Buy	7,311 +90	+1%	+$15K	0.93%	21
2023 Q4	$1.1M	Buy	+7,221	New	+$1.01M	0.85%	21

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Philip James Wealth Mangement's AMZN Position: Q1 2026 in Review

Philip James Wealth Mangement increased its Amazon (AMZN) stake by 0.66% in Q1 2026, buying an estimated $12.6K and bringing the position to 8,727 shares worth $1.82M. The position accounts for 0.21% of the portfolio, ranked #66.

Philip James Wealth Mangement first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $2M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Philip James Wealth Mangement held 8,727 shares of Amazon worth $1.82M as of Q1 2026.
Philip James Wealth Mangement bought 57 Amazon shares in Q1 2026, an estimated $12.6K.
Amazon made up 0.21% of Philip James Wealth Mangement's portfolio in Q1 2026, its #66 holding.
Philip James Wealth Mangement first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
Philip James Wealth Mangement's Amazon position peaked at $2M in Q4 2025.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.