Ritholtz Wealth Management’s Amazon AMZN Stock Holding History

Ritholtz 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
2021 Q3	–	Sell	-2,000	Closed	-$82K	–	518
2021 Q2	$82K	Hold	2,000	–	–	0.01%	497
2021 Q1	$59K	Sell	2,000 -4,000	-67%	-$634K	﹤0.01%	443
2020 Q4	$253K	Hold	6,000	–	–	0.02%	290
2020 Q3	$243K	Hold	6,000	–	–	0.03%	242
2020 Q2	$157K	Buy	+6,000	New	+$725K	0.02%	250
2020 Q1	–	Sell	-4,000	Closed	-$69K	–	181
2019 Q4	$69K	Hold	4,000	–	–	0.01%	144
2019 Q3	$61K	Hold	4,000	–	–	0.01%	130
2019 Q2	$75K	Buy	+4,000	New	+$373K	0.01%	127

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

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

Ritholtz Wealth Management increased its Amazon (AMZN) stake by 7.5% in Q1 2026, buying an estimated $4.12M and bringing the position to 269,083 shares worth $56M. The position accounts for 0.97% of the portfolio, ranked #19.

Ritholtz Wealth Management first reported a position in AMZN in Q4 2017 and has held it in 34 quarters since. The position peaked at $57.8M in Q4 2025. 5,985 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Ritholtz Wealth Management held 269,083 shares of Amazon worth $56M as of Q1 2026.
Ritholtz Wealth Management bought 18,717 Amazon shares in Q1 2026, an estimated $4.12M.
Amazon made up 0.97% of Ritholtz Wealth Management's portfolio in Q1 2026, its #19 holding.
Ritholtz Wealth Management first reported a position in Amazon in Q4 2017 and has held it in 34 quarters since.
Ritholtz Wealth Management's Amazon position peaked at $57.8M in Q4 2025.
5,985 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.