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RKL Wealth Management’s Amazon AMZN Stock Holding History

RKL 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 		$13.5M Sell
64,943
-1,383
-2% -$305K 1.22% 22
2025
Q4 		$15.3M Buy
66,326
+1,125
+2% +$257K 1.26% 20
2025
Q3 		$14.3M Sell
65,201
-9,705
-13% -$2.2M 1.22% 21
2025
Q2 		$16.4M Sell
74,906
-413
-0.5% -$81.7K 1.44% 18
2025
Q1 		$14.3M Sell
75,319
-166
-0.2% -$36K 1.35% 20
2024
Q4 		$16.6M Sell
75,485
-1,159
-2% -$237K 1.47% 16
2024
Q3 		$14.3M Buy
76,644
+819
+1% +$149K 1.29% 19
2024
Q2 		$14.7M Sell
75,825
-85
-0.1% -$15.6K 1.41% 17
2024
Q1 		$13.7M Sell
75,910
-132
-0.2% -$22K 1.36% 17
2023
Q4 		$11.6M Sell
76,042
-596
-0.8% -$83.5K 1.25% 17
2023
Q3 		$9.74M Sell
76,638
-198
-0.3% -$26.5K 1.19% 20
2023
Q2 		$10M Sell
76,836
-96
-0.1% -$11K 1.19% 19
2023
Q1 		$7.95M Sell
76,932
-1,619
-2% -$156K 1% 23
2022
Q4 		$6.6M Sell
78,551
-172
-0.2% -$17K 0.88% 27
2022
Q3 		$8.9M Sell
78,723
-253
-0.3% -$32K 1.28% 22
2022
Q2 		$8.39M Sell
78,976
-644
-0.8% -$80.6K 1.15% 23
2022
Q1 		$13M Buy
79,620
+2,480
+3% +$383K 1.56% 17
2021
Q4 		$12.9M Sell
77,140
-80
-0.1% -$13.7K 1.53% 18
2021
Q3 		$12.7M Sell
77,220
-1,760
-2% -$304K 1.61% 18
2021
Q2 		$13.6M Sell
78,980
-1,200
-1% -$199K 1.71% 16
2021
Q1 		$12.4M Sell
80,180
-2,960
-4% -$469K 1.66% 16
2020
Q4 		$13.5M Sell
83,140
-2,180
-3% -$348K 1.89% 16
2020
Q3 		$13.4M Sell
85,320
-360
-0.4% -$56.8K 2.14% 12
2020
Q2 		$11.8M Sell
85,680
-200
-0.2% -$24.2K 2.03% 13
2020
Q1 		$8.37M Sell
85,880
-2,180
-2% -$211K 1.75% 16
2019
Q4 		$8.14M Sell
88,060
-1,640
-2% -$145K 1.46% 16
2019
Q3 		$7.77M Sell
89,700
-2,500
-3% -$232K 1.48% 15
2019
Q2 		$8.73M Sell
92,200
-1,540
-2% -$143K 1.61% 16
2019
Q1 		$8.34M Sell
93,740
-1,840
-2% -$153K 1.63% 16
2018
Q4 		$7.24M Sell
95,580
-3,220
-3% -$268K 1.67% 15
2018
Q3 		$9.88M Sell
98,800
-2,800
-3% -$263K 2.1% 10
2018
Q2 		$8.6M Sell
101,600
-4,780
-4% -$379K 1.94% 12
2018
Q1 		$7.69M Sell
106,380
-6,460
-6% -$462K 1.82% 13
2017
Q4 		$6.61M Sell
112,840
-7,600
-6% -$418K 1.63% 18
2017
Q3 		$5.81M Sell
120,440
-11,060
-8% -$543K 1.63% 19
2017
Q2 		$6.4M Sell
131,500
-7,820
-6% -$373K 2.03% 11
2017
Q1 		$6.17M Sell
139,320
-8,300
-6% -$346K 2.48% 11
2016
Q4 		$5.54M Sell
147,620
-2,460
-2% -$96.4K 2.67% 17
2016
Q3 		$6.28M Buy
150,080
+760
+0.5% +$29.1K 3.17% 11
2016
Q2 		$5.39M Buy
149,320
+7,100
+5% +$240K 2.8% 18
2016
Q1 		$4.22M Buy
142,220
+26,960
+23% +$765K 2.42% 23
2015
Q4 		$3.92K Buy
+115,260
New +$3.63M 1.82% 22
2014
Q2 		– Sell
-213,320
Closed -$3.59M – 58
2014
Q1 		$3.59M Buy
+213,320
New +$3.96M 2.72% 15

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

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

RKL Wealth Management reduced its Amazon (AMZN) stake by 2.1% in Q1 2026, selling an estimated $305K and leaving 64,943 shares worth $13.5M. The position accounts for 1.22% of the portfolio, ranked #22.

RKL Wealth Management first reported a position in AMZN in Q1 2014 and has held it in 43 quarters since. The position peaked at $16.6M in Q4 2024. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • RKL Wealth Management held 64,943 shares of Amazon worth $13.5M as of Q1 2026.
  • RKL Wealth Management sold 1,383 Amazon shares in Q1 2026, an estimated $305K.
  • Amazon made up 1.22% of RKL Wealth Management's portfolio in Q1 2026, its #22 holding.
  • RKL Wealth Management first reported a position in Amazon in Q1 2014 and has held it in 43 quarters since.
  • RKL Wealth Management's Amazon position peaked at $16.6M in Q4 2024.
  • 5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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