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Refined Wealth Management’s Amazon AMZN Stock Holding History

Refined 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 		$610K Sell
2,928
-2,204
-43% -$485K 0.38% 27
2025
Q4 		$1.18M Buy
5,132
+839
+20% +$192K 0.8% 21
2025
Q3 		$943K Buy
4,293
+10
+0.2% +$2.26K 0.61% 19
2025
Q2 		$940K Sell
4,283
-253
-6% -$50.1K 0.65% 18
2025
Q1 		$863K Sell
4,536
-293
-6% -$63.6K 0.71% 19
2024
Q4 		$1.06M Hold
4,829
– – 0.81% 17
2024
Q3 		$900K Sell
4,829
-192
-4% -$35K 0.69% 17
2024
Q2 		$970K Sell
5,021
-54
-1% -$9.92K 0.75% 17
2024
Q1 		$915K Sell
5,075
-260
-5% -$43.4K 0.64% 20
2023
Q4 		$811K Buy
5,335
+121
+2% +$17K 0.63% 19
2023
Q3 		$663K Sell
5,214
-47,419
-90% -$6.35M 0.6% 19
2023
Q2 		$6.86M Buy
52,633
+409
+0.8% +$46.7K 5.66% 8
2023
Q1 		$5.39M Buy
52,224
+1,385
+3% +$134K 4.76% 9
2022
Q4 		$4.27M Buy
50,839
+3,200
+7% +$316K 3.74% 10
2022
Q3 		$5.38M Buy
47,639
+718
+2% +$90.8K 4.86% 9
2022
Q2 		$4.98M Buy
46,921
+10,381
+28% +$1.3M 4.46% 10
2022
Q1 		$5.96M Buy
36,540
+2,520
+7% +$389K 5.03% 10
2021
Q4 		$5.67M Buy
34,020
+860
+3% +$147K 4.4% 8
2021
Q3 		$5.45M Buy
33,160
+2,160
+7% +$373K 4.41% 8
2021
Q2 		$5.33M Buy
+31,000
New +$5.15M 4.48% 8

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

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

Refined Wealth Management reduced its Amazon (AMZN) stake by 43% in Q1 2026, selling an estimated $485K and leaving 2,928 shares worth $610K. The position accounts for 0.38% of the portfolio, ranked #27.

Refined Wealth Management first reported a position in AMZN in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.86M in Q2 2023. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Refined Wealth Management held 2,928 shares of Amazon worth $610K as of Q1 2026.
  • Refined Wealth Management sold 2,204 Amazon shares in Q1 2026, an estimated $485K.
  • Amazon made up 0.38% of Refined Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Refined Wealth Management first reported a position in Amazon in Q2 2021 and has held it in 20 quarters since.
  • Refined Wealth Management's Amazon position peaked at $6.86M in Q2 2023.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Refined Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.