Shared Vision Wealth Group’s Amazon AMZN Stock Holding History

Shared Vision Wealth 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	$565K	Hold	2,714	–	–	0.23%	56
2025 Q4	$647K	Sell	2,714 -1,644	-38%	-$376K	0.26%	53
2025 Q3	$950K	Sell	4,358 -337	-7%	-$76.3K	0.4%	38
2025 Q2	$1.1M	Sell	4,695 -95	-2%	-$18.8K	0.55%	30
2025 Q1	$911K	Buy	4,790 +20	+0.4%	+$4.34K	0.5%	30
2024 Q4	$1.05M	Sell	4,770 -396	-8%	-$81K	0.55%	28
2024 Q3	$963K	Sell	5,166 -500	-9%	-$91.2K	0.51%	28
2024 Q2	$1.1M	Buy	5,666 +1,645	+41%	+$302K	0.64%	26
2024 Q1	$725K	Hold	4,021	–	–	0.45%	30
2023 Q4	$611K	Buy	+4,021	New	+$564K	0.41%	34

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

Shared Vision Wealth Group's AMZN Position: Q1 2026 in Review

Shared Vision Wealth Group held its Amazon (AMZN) position steady in Q1 2026 at 2,714 shares worth $565K. The position accounts for 0.23% of the portfolio, ranked #56.

Shared Vision Wealth Group first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.1M in Q2 2025. 5,985 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Shared Vision Wealth Group held 2,714 shares of Amazon worth $565K as of Q1 2026.
Shared Vision Wealth Group left its Amazon share count unchanged in Q1 2026.
Amazon made up 0.23% of Shared Vision Wealth Group's portfolio in Q1 2026, its #56 holding.
Shared Vision Wealth Group first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
Shared Vision Wealth Group's Amazon position peaked at $1.1M in Q2 2025.
5,985 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.