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Physician Wealth Advisors’s Amazon AMZN Stock Holding History

Physician 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
15,110
+293
+2% +$64.5K 0.44% 38
2025
Q4 		$3.42M Sell
14,817
-898
-6% -$205K 0.48% 38
2025
Q3 		$3.45M Buy
15,715
+1,617
+11% +$366K 0.49% 38
2025
Q2 		$3.09M Sell
14,098
-455
-3% -$90K 0.49% 39
2025
Q1 		$2.77M Sell
14,553
-94
-0.6% -$20.4K 0.48% 41
2024
Q4 		$3.21M Sell
14,647
-14
-0.1% -$2.86K 0.54% 36
2024
Q3 		$2.75M Buy
14,661
+28
+0.2% +$5.11K 0.5% 36
2024
Q2 		$2.82M Sell
14,633
-262
-2% -$48.1K 0.52% 36
2024
Q1 		$2.73M Buy
14,895
+631
+4% +$105K 0.57% 37
2023
Q4 		$2.21M Buy
14,264
+233
+2% +$32.7K 0.49% 33
2023
Q3 		$1.8M Buy
14,031
+586
+4% +$78.5K 0.46% 34
2023
Q2 		$1.75M Buy
13,445
+367
+3% +$41.9K 0.43% 34
2023
Q1 		$1.36M Sell
13,078
-1,042
-7% -$101K 0.36% 39
2022
Q4 		$1.36M Buy
14,120
+1,436
+11% +$142K 0.37% 39
2022
Q3 		$1.53M Buy
12,684
+780
+7% +$98.6K 0.47% 35
2022
Q2 		$1.61M Buy
11,904
+484
+4% +$60.6K 0.47% 37
2022
Q1 		$1.44M Sell
11,420
-20
-0.2% -$3.09K 0.38% 46
2021
Q4 		$1.86M Sell
11,440
-120
-1% -$20.5K 0.49% 40
2021
Q3 		$1.97M Sell
11,560
-20
-0.2% -$3.45K 0.54% 36
2021
Q2 		$2.11M Buy
11,580
+1,000
+9% +$166K 0.6% 35
2021
Q1 		$1.71M Buy
10,580
+60
+0.6% +$9.51K 0.56% 36
2020
Q4 		$1.75M Buy
10,520
+1,120
+12% +$179K 0.6% 34
2020
Q3 		$1.41M Buy
9,400
+500
+6% +$78.8K 0.57% 34
2020
Q2 		$1.4M Buy
8,900
+1,040
+13% +$126K 0.56% 33
2020
Q1 		$929K Buy
7,860
+600
+8% +$58.1K 0.46% 39
2019
Q4 		$687K Hold
7,260
– – 0.31% 45
2019
Q3 		$644K Buy
+7,260
New +$673K 0.31% 47

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

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

Physician Wealth Advisors increased its Amazon (AMZN) stake by 2% in Q1 2026, buying an estimated $64.5K and bringing the position to 15,110 shares worth $3.15M. The position accounts for 0.44% of the portfolio, ranked #38.

Physician Wealth Advisors first reported a position in AMZN in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.45M in Q3 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Physician Wealth Advisors held 15,110 shares of Amazon worth $3.15M as of Q1 2026.
  • Physician Wealth Advisors bought 293 Amazon shares in Q1 2026, an estimated $64.5K.
  • Amazon made up 0.44% of Physician Wealth Advisors's portfolio in Q1 2026, its #38 holding.
  • Physician Wealth Advisors first reported a position in Amazon in Q3 2019 and has held it in 27 quarters since.
  • Physician Wealth Advisors's Amazon position peaked at $3.45M in Q3 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.