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AMZN icon

SMART Wealth’s Amazon AMZN Stock Holding History

SMART Wealth’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 		$1.34M Sell
6,411
-2,630
-29% -$579K 0.39% 83
2025
Q4 		$2.09M Buy
9,041
+1,761
+24% +$403K 0.64% 58
2025
Q3 		$1.6M Buy
7,280
+4,594
+171% +$1.04M 0.6% 59
2025
Q2 		$589K Sell
2,686
-9,158
-77% -$1.81M 0.18% 99
2025
Q1 		$2.25M Sell
11,844
-1,832
-13% -$398K 0.81% 42
2024
Q4 		$3M Buy
13,676
+6,359
+87% +$1.3M 1.07% 26
2024
Q3 		$1.36M Buy
7,317
+2,132
+41% +$389K 0.53% 46
2024
Q2 		$1M Buy
5,185
+893
+21% +$164K 0.41% 54
2024
Q1 		$774K Buy
4,292
+1,168
+37% +$195K 0.35% 55
2023
Q4 		$475K Buy
3,124
+801
+34% +$112K 0.26% 47
2023
Q3 		$295K Sell
2,323
-71
-3% -$9.51K 0.22% 55
2023
Q2 		$312K Buy
2,394
+56
+2% +$6.39K 0.24% 60
2023
Q1 		$241K Sell
2,338
-888
-28% -$85.8K 0.21% 64
2022
Q4 		$271K Buy
+3,226
New +$319K 0.2% 70

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

SMART Wealth's AMZN Position: Q1 2026 in Review

SMART Wealth reduced its Amazon (AMZN) stake by 29% in Q1 2026, selling an estimated $579K and leaving 6,411 shares worth $1.34M. The position accounts for 0.39% of the portfolio, ranked #83.

SMART Wealth first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $3M in Q4 2024. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • SMART Wealth held 6,411 shares of Amazon worth $1.34M as of Q1 2026.
  • SMART Wealth sold 2,630 Amazon shares in Q1 2026, an estimated $579K.
  • Amazon made up 0.39% of SMART Wealth's portfolio in Q1 2026, its #83 holding.
  • SMART Wealth first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
  • SMART Wealth's Amazon position peaked at $3M in Q4 2024.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.