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Shepherd Wealth Management’s Amazon AMZN Stock Holding History

Shepherd 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 		$1.7M Sell
6,154
-18,502
-75% -$4.07M 1.27% 12
2025
Q4 		$5.9M Sell
24,656
-16,293
-40% -$3.73M 4.1% 7
2025
Q3 		$10.2M Sell
40,949
-7,437
-15% -$1.68M 6.78% 5
2025
Q2 		$10.8M Buy
48,386
+13,518
+39% +$2.68M 7.33% 6
2025
Q1 		$6.63M Buy
34,868
+21,903
+169% +$4.75M 6.82% 5
2024
Q4 		$2.84M Buy
+12,965
New +$2.65M 2.8% 9

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

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

Shepherd Wealth Management reduced its Amazon (AMZN) stake by 75% in Q1 2026, selling an estimated $4.07M and leaving 6,154 shares worth $1.7M. The position accounts for 1.27% of the portfolio, ranked #12.

Shepherd Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.8M in Q2 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Shepherd Wealth Management held 6,154 shares of Amazon worth $1.7M as of Q1 2026.
  • Shepherd Wealth Management sold 18,502 Amazon shares in Q1 2026, an estimated $4.07M.
  • Amazon made up 1.27% of Shepherd Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Shepherd Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Shepherd Wealth Management's Amazon position peaked at $10.8M in Q2 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.