Schrum Private Wealth Management’s Amazon AMZN Stock Holding History

Schrum Private 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	$412K	Sell	1,981 -46	-2%	-$10.1K	0.31%	82
2025 Q4	$468K	Sell	2,027 -17	-0.8%	-$3.89K	0.35%	72
2025 Q3	$449K	Buy	2,044 +151	+8%	+$34.2K	0.33%	74
2025 Q2	$415K	Sell	1,893 -121	-6%	-$23.9K	0.33%	75
2025 Q1	$383K	Buy	2,014 +328	+19%	+$71.2K	0.34%	77
2024 Q4	$370K	Sell	1,686 -468	-22%	-$95.7K	0.31%	80
2024 Q3	$401K	Buy	2,154 +697	+48%	+$127K	0.21%	110
2024 Q2	$282K	Hold	1,457	–	–	0.25%	97
2024 Q1	$263K	Buy	+1,457	New	+$243K	0.24%	105

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

Schrum Private Wealth Management's AMZN Position: Q1 2026 in Review

Schrum Private Wealth Management reduced its Amazon (AMZN) stake by 2.3% in Q1 2026, selling an estimated $10.1K and leaving 1,981 shares worth $412K. The position accounts for 0.31% of the portfolio, ranked #82.

Schrum Private Wealth Management first reported a position in AMZN in Q1 2024 and has held it in 9 quarters since. The position peaked at $468K in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Schrum Private Wealth Management held 1,981 shares of Amazon worth $412K as of Q1 2026.
Schrum Private Wealth Management sold 46 Amazon shares in Q1 2026, an estimated $10.1K.
Amazon made up 0.31% of Schrum Private Wealth Management's portfolio in Q1 2026, its #82 holding.
Schrum Private Wealth Management first reported a position in Amazon in Q1 2024 and has held it in 9 quarters since.
Schrum Private Wealth Management's Amazon position peaked at $468K in Q4 2025.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.