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Principle Wealth Partners’s Amazon AMZN Stock Holding History

Principle Wealth Partners’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 		$34.9M Buy
167,632
+3,271
+2% +$720K 2% 9
2025
Q4 		$37.9M Buy
164,361
+3,813
+2% +$872K 2.13% 9
2025
Q3 		$35.3M Sell
160,548
-829
-0.5% -$188K 2.05% 9
2025
Q2 		$35.4M Buy
161,377
+9,293
+6% +$1.84M 2.21% 9
2025
Q1 		$28.9M Buy
152,084
+1,301
+0.9% +$282K 2.07% 8
2024
Q4 		$33.1M Sell
150,783
-5,602
-4% -$1.15M 2.32% 8
2024
Q3 		$29.1M Sell
156,385
-1,034
-0.7% -$189K 2.06% 10
2024
Q2 		$30.4M Sell
157,419
-618
-0.4% -$114K 2.32% 9
2024
Q1 		$28.5M Buy
158,037
+132
+0.1% +$22K 2.23% 9
2023
Q4 		$24M Sell
157,905
-286
-0.2% -$40.1K 2.07% 8
2023
Q3 		$20.1M Buy
158,191
+1,233
+0.8% +$165K 2.02% 7
2023
Q2 		$20.5M Sell
156,958
-4,094
-3% -$468K 2.06% 8
2023
Q1 		$16.6M Sell
161,052
-3,750
-2% -$362K 1.78% 12
2022
Q4 		$13.8M Sell
164,802
-1,457
-0.9% -$144K 1.57% 13
2022
Q3 		$18.8K Buy
166,259
+3,454
+2% +$437K 1.77% 9
2022
Q2 		$17.3M Buy
162,805
+15,665
+11% +$1.96M 2.08% 9
2022
Q1 		$24M Buy
147,140
+8,040
+6% +$1.24M 2.52% 7
2021
Q4 		$23.2M Buy
139,100
+480
+0.3% +$82.2K 2.43% 8
2021
Q3 		$22.8M Buy
138,620
+1,540
+1% +$266K 2.63% 7
2021
Q2 		$23.6M Sell
137,080
-100
-0.1% -$16.6K 2.68% 7
2021
Q1 		$21.2M Sell
137,180
-980
-0.7% -$155K 2.48% 8
2020
Q4 		$22.5M Buy
138,160
+48,260
+54% +$7.7M 2.96% 6
2020
Q3 		$14.2M Sell
89,900
-160
-0.2% -$25.2K 3.94% 6
2020
Q2 		$12.4M Buy
90,060
+480
+0.5% +$58K 3.65% 6
2020
Q1 		$8.73M Buy
89,580
+24,840
+38% +$2.4M 3.28% 7
2019
Q4 		$5.98M Buy
64,740
+1,620
+3% +$143K 1.91% 13
2019
Q3 		$5.48M Buy
63,120
+4,880
+8% +$453K 1.89% 13
2019
Q2 		$5.51M Buy
58,240
+7,800
+15% +$727K 2.84% 6
2019
Q1 		$4.49M Buy
50,440
+2,400
+5% +$200K 2.57% 7
2018
Q4 		$3.61M Buy
+48,040
New +$3.99M 3.03% 6

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

Principle Wealth Partners's AMZN Position: Q1 2026 in Review

Principle Wealth Partners increased its Amazon (AMZN) stake by 2% in Q1 2026, buying an estimated $720K and bringing the position to 167,632 shares worth $34.9M. The position accounts for 2% of the portfolio, ranked #9.

Principle Wealth Partners first reported a position in AMZN in Q4 2018 and has held it in 30 quarters since. The position peaked at $37.9M in Q4 2025. 5,981 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Principle Wealth Partners held 167,632 shares of Amazon worth $34.9M as of Q1 2026.
  • Principle Wealth Partners bought 3,271 Amazon shares in Q1 2026, an estimated $720K.
  • Amazon made up 2% of Principle Wealth Partners's portfolio in Q1 2026, its #9 holding.
  • Principle Wealth Partners first reported a position in Amazon in Q4 2018 and has held it in 30 quarters since.
  • Principle Wealth Partners's Amazon position peaked at $37.9M in Q4 2025.
  • 5,981 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.