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Sard Wealth Management Group’s Amazon AMZN Stock Holding History

Sard 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 		$1.63M Buy
7,833
+2,330
+42% +$513K 0.89% 16
2025
Q4 		$1.27M Buy
5,503
+622
+13% +$142K 0.7% 19
2025
Q3 		$1.07M Buy
4,881
+27
+0.6% +$6.11K 0.61% 20
2025
Q2 		$1.06M Buy
4,854
+1,079
+29% +$214K 0.66% 19
2025
Q1 		$718K Buy
3,775
+403
+12% +$87.5K 0.48% 19
2024
Q4 		$740K Buy
3,372
+101
+3% +$20.7K 0.5% 20
2024
Q3 		$609K Sell
3,271
-2
-0.1% -$365 0.4% 24
2024
Q2 		$633K Buy
3,273
+75
+2% +$13.8K 0.44% 21
2024
Q1 		$577K Buy
3,198
+51
+2% +$8.51K 0.52% 22
2023
Q4 		$478K Buy
+3,147
New +$441K 0.48% 24

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

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

Sard Wealth Management Group increased its Amazon (AMZN) stake by 42% in Q1 2026, buying an estimated $513K and bringing the position to 7,833 shares worth $1.63M. The position accounts for 0.89% of the portfolio, ranked #16.

Sard Wealth Management Group first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Sard Wealth Management Group held 7,833 shares of Amazon worth $1.63M as of Q1 2026.
  • Sard Wealth Management Group bought 2,330 Amazon shares in Q1 2026, an estimated $513K.
  • Amazon made up 0.89% of Sard Wealth Management Group's portfolio in Q1 2026, its #16 holding.
  • Sard Wealth Management Group first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.