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PTM Wealth Management’s Amazon AMZN Stock Holding History

PTM Wealth Management’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 		$854K Buy
4,013
+900
+29% +$198K 0.45% 17
2025
Q4 		$726K Buy
3,113
+100
+3% +$22.9K 0.41% 21
2025
Q3 		$666K Sell
3,013
-883
-23% -$200K 0.4% 23
2025
Q2 		$870K Buy
3,896
+1,324
+51% +$262K 0.58% 17
2025
Q1 		$439K Buy
+2,572
New +$558K 0.46% 25

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

PTM Wealth Management's AMZN Position: Q1 2026 in Review

PTM Wealth Management increased its Amazon (AMZN) stake by 29% in Q1 2026, buying an estimated $198K and bringing the position to 4,013 shares worth $854K. The position accounts for 0.45% of the portfolio, ranked #17.

PTM Wealth Management first reported a position in AMZN in Q1 2025 and has held it in 5 quarters since. The position peaked at $870K in Q2 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • PTM Wealth Management held 4,013 shares of Amazon worth $854K as of Q1 2026.
  • PTM Wealth Management bought 900 Amazon shares in Q1 2026, an estimated $198K.
  • Amazon made up 0.45% of PTM Wealth Management's portfolio in Q1 2026, its #17 holding.
  • PTM Wealth Management first reported a position in Amazon in Q1 2025 and has held it in 5 quarters since.
  • PTM Wealth Management's Amazon position peaked at $870K in Q2 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on PTM Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.