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Principia Wealth Advisory’s Amazon AMZN Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		$189K Buy
817
+77
+10% +$17.6K 0.12% 75
2025
Q3 		$162K Buy
740
+51
+7% +$11.5K 0.11% 83
2025
Q2 		$151K Buy
689
+187
+37% +$37K 0.13% 73
2025
Q1 		$95.9K Sell
502
-112
-18% -$24.3K 0.09% 71
2024
Q4 		$135K Buy
+614
New +$126K 0.13% 59

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Principia Wealth Advisory's AMZN Position: Q4 2025 in Review

Principia Wealth Advisory increased its Amazon (AMZN) stake by 10% in Q4 2025, buying an estimated $17.6K and bringing the position to 817 shares worth $189K. The position accounts for 0.12% of the portfolio, ranked #75.

Principia Wealth Advisory first reported a position in AMZN in Q4 2024 and has held it in 5 quarters since. 6,083 funds tracked by Wall St. Rank hold AMZN as of Q4 2025.

  • Principia Wealth Advisory held 817 shares of Amazon worth $189K as of Q4 2025.
  • Principia Wealth Advisory bought 77 Amazon shares in Q4 2025, an estimated $17.6K.
  • Amazon made up 0.12% of Principia Wealth Advisory's portfolio in Q4 2025, its #75 holding.
  • Principia Wealth Advisory first reported a position in Amazon in Q4 2024 and has held it in 5 quarters since.
  • 6,083 funds tracked by Wall St. Rank held Amazon as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.