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SilverOak Wealth Management’s Amazon AMZN Stock Holding History

SilverOak 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 		$1.66M Buy
7,973
+103
+1% +$22.7K 0.26% 39
2025
Q4 		$1.82M Sell
7,870
-1,917
-20% -$439K 0.28% 36
2025
Q3 		$2.15M Sell
9,787
-559
-5% -$127K 0.36% 32
2025
Q2 		$2.27M Buy
10,346
+2,813
+37% +$557K 0.43% 29
2025
Q1 		$1.43M Hold
7,533
– – 0.31% 36
2024
Q4 		$1.65M Sell
7,533
-361
-5% -$73.9K 0.36% 32
2024
Q3 		$1.47M Buy
7,894
+64
+0.8% +$11.7K 0.33% 33
2024
Q2 		$1.51M Buy
7,830
+2,024
+35% +$372K 0.36% 32
2024
Q1 		$1.05M Sell
5,806
-28
-0.5% -$4.67K 0.26% 37
2023
Q4 		$886K Buy
+5,834
New +$818K 0.24% 40

Other funds holding AMZN

BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return