Redwood Wealth Management Group’s Amazon AMZN Stock Holding History

Redwood Wealth Management Group’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	$3.99M	Buy	19,150 +983	+5%	+$216K	1.72%	13
2025 Q4	$4.19M	Buy	18,167 +998	+6%	+$228K	1.75%	13
2025 Q3	$3.77M	Sell	17,169 -94	-0.5%	-$21.3K	1.6%	15
2025 Q2	$3.79M	Buy	17,263 +407	+2%	+$80.5K	1.7%	11
2025 Q1	$3.21M	Buy	16,856 +11,188	+197%	+$2.43M	1.63%	12
2024 Q4	$1.24M	Buy	5,668 +143	+3%	+$29.3K	0.61%	42
2024 Q3	$1.03M	Sell	5,525 -21	-0.4%	-$3.83K	0.51%	49
2024 Q2	$1.07M	Buy	5,546 +237	+4%	+$43.5K	0.81%	25
2024 Q1	$958K	Sell	5,309 -192	-3%	-$32K	1.01%	27
2023 Q4	$836K	Sell	5,501 -110	-2%	-$15.4K	0.93%	28
2023 Q3	$713K	Buy	5,611 +143	+3%	+$19.2K	0.83%	29
2023 Q2	$713K	Buy	5,468 +150	+3%	+$17.1K	0.79%	34
2023 Q1	$549K	Buy	5,318 +125	+2%	+$12.1K	0.62%	46
2022 Q4	$436K	Buy	+5,193	New	+$513K	0.54%	49

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Redwood Wealth Management Group's AMZN Position: Q1 2026 in Review

Redwood Wealth Management Group increased its Amazon (AMZN) stake by 5.4% in Q1 2026, buying an estimated $216K and bringing the position to 19,150 shares worth $3.99M. The position accounts for 1.72% of the portfolio, ranked #13.

Redwood Wealth Management Group first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.19M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Redwood Wealth Management Group held 19,150 shares of Amazon worth $3.99M as of Q1 2026.
Redwood Wealth Management Group bought 983 Amazon shares in Q1 2026, an estimated $216K.
Amazon made up 1.72% of Redwood Wealth Management Group's portfolio in Q1 2026, its #13 holding.
Redwood Wealth Management Group first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
Redwood Wealth Management Group's Amazon position peaked at $4.19M in Q4 2025.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.