Potentia Wealth’s Amazon AMZN Stock Holding History

Potentia Wealth’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	$2.19M	Buy	10,500 +1,580	+18%	+$348K	0.84%	20
2025 Q4	$2.06M	Buy	8,920 +400	+5%	+$91.5K	0.75%	22
2025 Q3	$1.87M	Buy	8,520 +40	+0.5%	+$9.05K	0.71%	23
2025 Q2	$1.86M	Sell	8,480 -74	-0.9%	-$14.6K	1.06%	12
2025 Q1	$1.63M	Buy	8,554 +540	+7%	+$117K	0.76%	20
2024 Q4	$1.76M	Buy	+8,014	New	+$1.64M	0.78%	25

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

Potentia Wealth's AMZN Position: Q1 2026 in Review

Potentia Wealth increased its Amazon (AMZN) stake by 18% in Q1 2026, buying an estimated $348K and bringing the position to 10,500 shares worth $2.19M. The position accounts for 0.84% of the portfolio, ranked #20.

Potentia Wealth first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. 5,990 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Potentia Wealth held 10,500 shares of Amazon worth $2.19M as of Q1 2026.
Potentia Wealth bought 1,580 Amazon shares in Q1 2026, an estimated $348K.
Amazon made up 0.84% of Potentia Wealth's portfolio in Q1 2026, its #20 holding.
Potentia Wealth first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
5,990 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.