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SHP Wealth Management’s Amazon AMZN Stock Holding History

SHP 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 		$7.94M Sell
38,148
-1,811
-5% -$399K 0.6% 21
2025
Q4 		$9.22M Buy
+39,959
New +$9.14M 0.72% 20

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

SHP Wealth Management reduced its Amazon (AMZN) stake by 4.5% in Q1 2026, selling an estimated $399K and leaving 38,148 shares worth $7.94M. The position accounts for 0.6% of the portfolio, ranked #21.

SHP Wealth Management first reported a position in AMZN in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.22M in Q4 2025. 5,995 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • SHP Wealth Management held 38,148 shares of Amazon worth $7.94M as of Q1 2026.
  • SHP Wealth Management sold 1,811 Amazon shares in Q1 2026, an estimated $399K.
  • Amazon made up 0.6% of SHP Wealth Management's portfolio in Q1 2026, its #21 holding.
  • SHP Wealth Management first reported a position in Amazon in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Amazon position peaked at $9.22M in Q4 2025.
  • 5,995 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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