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PMG Wealth Management’s Amazon AMZN Stock Holding History

PMG 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 		$572K Buy
2,745
+152
+6% +$33.5K 0.41% 39
2025
Q4 		$599K Buy
2,593
+86
+3% +$19.7K 0.44% 36
2025
Q3 		$549K Buy
2,507
+364
+17% +$82.4K 0.42% 37
2025
Q2 		$470K Sell
2,143
-48
-2% -$9.5K 0.39% 37
2025
Q1 		$417K Sell
2,191
-120
-5% -$26K 0.44% 30
2024
Q4 		$507K Buy
+2,311
New +$473K 0.46% 31

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

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

PMG Wealth Management increased its Amazon (AMZN) stake by 5.9% in Q1 2026, buying an estimated $33.5K and bringing the position to 2,745 shares worth $572K. The position accounts for 0.41% of the portfolio, ranked #39.

PMG Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $599K in Q4 2025. 5,980 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • PMG Wealth Management held 2,745 shares of Amazon worth $572K as of Q1 2026.
  • PMG Wealth Management bought 152 Amazon shares in Q1 2026, an estimated $33.5K.
  • Amazon made up 0.41% of PMG Wealth Management's portfolio in Q1 2026, its #39 holding.
  • PMG Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • PMG Wealth Management's Amazon position peaked at $599K in Q4 2025.
  • 5,980 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on PMG Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.