Schwallier Wealth Management’s Amazon AMZN Stock Holding History

Schwallier 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	$361K	Sell	1,734 -10	-0.6%	-$2.2K	0.26%	46
2025 Q4	$417K	Buy	1,744 +50	+3%	+$11.4K	0.27%	35
2025 Q3	$372K	Buy	1,694 +35	+2%	+$7.92K	0.23%	34
2025 Q2	$364K	Sell	1,659 -62	-4%	-$12.3K	0.22%	34
2025 Q1	$327K	Buy	1,721 +510	+42%	+$111K	0.24%	38
2024 Q4	$266K	Buy	+1,211	New	+$248K	0.2%	32
2024 Q3	–	Sell	-1,044	Closed	-$202K	–	36
2024 Q2	$202K	Buy	+1,044	New	+$192K	0.16%	28
2024 Q1	–	Sell	-2,976	Closed	-$452K	–	30
2023 Q4	$452K	Buy	+2,976	New	+$417K	0.37%	25

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

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

Schwallier Wealth Management reduced its Amazon (AMZN) stake by 0.57% in Q1 2026, selling an estimated $2.2K and leaving 1,734 shares worth $361K. The position accounts for 0.26% of the portfolio, ranked #46.

Schwallier Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 8 quarters since. The position peaked at $452K in Q4 2023. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Schwallier Wealth Management held 1,734 shares of Amazon worth $361K as of Q1 2026.
Schwallier Wealth Management sold 10 Amazon shares in Q1 2026, an estimated $2.2K.
Amazon made up 0.26% of Schwallier Wealth Management's portfolio in Q1 2026, its #46 holding.
Schwallier Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 8 quarters since.
Schwallier Wealth Management's Amazon position peaked at $452K in Q4 2023.
5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.