Pine Harbor Wealth Management’s Amazon AMZN Stock Holding History

Pine Harbor 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	$1.14M	Sell	5,475 -74	-1%	-$16.3K	0.34%	30
2025 Q4	$1.28M	Sell	5,549 -293	-5%	-$67K	0.39%	29
2025 Q3	$1.28M	Buy	5,842 +157	+3%	+$35.5K	0.41%	29
2025 Q2	$1.25M	Sell	5,685 -306	-5%	-$60.6K	0.44%	32
2025 Q1	$1.14M	Sell	5,991 -456	-7%	-$99K	0.46%	33
2024 Q4	$1.41M	Sell	6,447 -360	-5%	-$73.7K	0.57%	25
2024 Q3	$1.27M	Sell	6,807 -994	-13%	-$181K	0.63%	30
2024 Q2	$1.51M	Buy	7,801 +585	+8%	+$107K	0.89%	26
2024 Q1	$1.3M	Sell	7,216 -585	-7%	-$97.7K	0.82%	28
2023 Q4	$1.19M	Buy	+7,801	New	+$1.09M	0.9%	22

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

Pine Harbor Wealth Management's AMZN Position: Q1 2026 in Review

Pine Harbor Wealth Management reduced its Amazon (AMZN) stake by 1.3% in Q1 2026, selling an estimated $16.3K and leaving 5,475 shares worth $1.14M. The position accounts for 0.34% of the portfolio, ranked #30.

Pine Harbor Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.51M in Q2 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Pine Harbor Wealth Management held 5,475 shares of Amazon worth $1.14M as of Q1 2026.
Pine Harbor Wealth Management sold 74 Amazon shares in Q1 2026, an estimated $16.3K.
Amazon made up 0.34% of Pine Harbor Wealth Management's portfolio in Q1 2026, its #30 holding.
Pine Harbor Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
Pine Harbor Wealth Management's Amazon position peaked at $1.51M in Q2 2024.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.