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Primoris Wealth Advisors’s Amazon AMZN Stock Holding History

Primoris 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 		$4.72M Buy
22,672
+563
+3% +$124K 3.31% 8
2025
Q4 		$5.1M Buy
22,109
+237
+1% +$54.2K 3.05% 6
2025
Q3 		$4.8M Sell
21,872
-985
-4% -$223K 3.05% 9
2025
Q2 		$5.01M Sell
22,857
-919
-4% -$182K 3.42% 5
2025
Q1 		$4.52M Buy
23,776
+288
+1% +$62.5K 3.5% 8
2024
Q4 		$5.15M Buy
23,488
+388
+2% +$79.4K 3.92% 6
2024
Q3 		$4.3M Sell
23,100
-5,803
-20% -$1.06M 3.13% 8
2024
Q2 		$5.59M Buy
28,903
+3,772
+15% +$693K 4.46% 2
2024
Q1 		$4.53M Buy
25,131
+3,515
+16% +$587K 3.62% 4
2023
Q4 		$3.28M Buy
21,616
+18,107
+516% +$2.54M 3.1% 9
2023
Q3 		$446K Sell
3,509
-43
-1% -$5.76K 0.54% 45
2023
Q2 		$463K Sell
3,552
-304
-8% -$34.7K 0.51% 44
2023
Q1 		$398K Buy
3,856
+215
+6% +$20.8K 0.49% 46
2022
Q4 		$306K Buy
3,641
+395
+12% +$39K 0.47% 45
2022
Q3 		$367K Sell
3,246
-54
-2% -$6.83K 0.65% 41
2022
Q2 		$350K Sell
3,300
-9,760
-75% -$1.22M 0.5% 49
2022
Q1 		$2.13M Hold
13,060
– – 1.98% 16
2021
Q4 		$2.18M Buy
+13,060
New +$2.24M 1.75% 22

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

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

Primoris Wealth Advisors increased its Amazon (AMZN) stake by 2.5% in Q1 2026, buying an estimated $124K and bringing the position to 22,672 shares worth $4.72M. The position accounts for 3.31% of the portfolio, ranked #8.

Primoris Wealth Advisors first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.59M in Q2 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Primoris Wealth Advisors held 22,672 shares of Amazon worth $4.72M as of Q1 2026.
  • Primoris Wealth Advisors bought 563 Amazon shares in Q1 2026, an estimated $124K.
  • Amazon made up 3.31% of Primoris Wealth Advisors's portfolio in Q1 2026, its #8 holding.
  • Primoris Wealth Advisors first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • Primoris Wealth Advisors's Amazon position peaked at $5.59M in Q2 2024.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.