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Proactive Wealth Strategies’s Amazon AMZN Stock Holding History

Proactive Wealth Strategies’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 		$7.86M Buy
37,752
+20,382
+117% +$4.49M 1.48% 19
2025
Q4 		$4.01M Buy
17,370
+1,115
+7% +$255K 1.59% 17
2025
Q3 		$3.57M Buy
16,255
+497
+3% +$112K 1.54% 19
2025
Q2 		$3.46M Buy
15,758
+787
+5% +$156K 1.63% 14
2025
Q1 		$2.85M Sell
14,971
-452
-3% -$98.1K 1.52% 17
2024
Q4 		$3.38M Buy
15,423
+387
+3% +$79.2K 1.76% 14
2024
Q3 		$2.8M Buy
+15,036
New +$2.74M 1.56% 18

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Proactive Wealth Strategies's AMZN Position: Q1 2026 in Review

Proactive Wealth Strategies increased its Amazon (AMZN) stake by 117% in Q1 2026, buying an estimated $4.49M and bringing the position to 37,752 shares worth $7.86M. The position accounts for 1.48% of the portfolio, ranked #19.

Proactive Wealth Strategies first reported a position in AMZN in Q3 2024 and has held it in 7 quarters since. 5,995 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Proactive Wealth Strategies held 37,752 shares of Amazon worth $7.86M as of Q1 2026.
  • Proactive Wealth Strategies bought 20,382 Amazon shares in Q1 2026, an estimated $4.49M.
  • Amazon made up 1.48% of Proactive Wealth Strategies's portfolio in Q1 2026, its #19 holding.
  • Proactive Wealth Strategies first reported a position in Amazon in Q3 2024 and has held it in 7 quarters since.
  • 5,995 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Proactive Wealth Strategies's 13F filing for Q1 2026, filed 29 Apr 2026.