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Smith Salley Wealth Management’s Amazon AMZN Stock Holding History

Smith Salley 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 		$58.5M Buy
281,023
+6,966
+3% +$1.53M 2.94% 5
2025
Q4 		$63.3M Sell
274,057
-740
-0.3% -$169K 3.13% 5
2025
Q3 		$60.3M Buy
274,797
+11,410
+4% +$2.58M 3.1% 5
2025
Q2 		$57.8M Buy
263,387
+7,453
+3% +$1.47M 3.34% 4
2025
Q1 		$48.7M Buy
255,934
+2,328
+0.9% +$505K 3.19% 5
2024
Q4 		$55.6M Buy
253,606
+5,965
+2% +$1.22M 3.57% 4
2024
Q3 		$46.1M Buy
247,641
+11,924
+5% +$2.18M 3.02% 4
2024
Q2 		$45.6M Buy
235,717
+14,769
+7% +$2.71M 3.27% 4
2024
Q1 		$39.9M Sell
220,948
-59,780
-21% -$9.98M 3.09% 4
2023
Q4 		$42.7M Buy
280,728
+10,394
+4% +$1.46M 2.76% 4
2023
Q3 		$34.4M Buy
270,334
+10,179
+4% +$1.36M 2.55% 5
2023
Q2 		$33.9M Buy
260,155
+700
+0.3% +$79.9K 2.5% 4
2023
Q1 		$26.8M Buy
259,455
+8,316
+3% +$803K 2.13% 9
2022
Q4 		$21.1M Sell
251,139
-4,042
-2% -$399K 1.8% 14
2022
Q3 		$28.8M Buy
255,181
+5,972
+2% +$755K 2.68% 4
2022
Q2 		$26.5M Buy
249,209
+9,989
+4% +$1.25M 2.29% 6
2022
Q1 		$39M Buy
239,220
+3,600
+2% +$556K 2.94% 3
2021
Q4 		$39.3M Buy
235,620
+5,660
+2% +$969K 2.78% 3
2021
Q3 		$37.8M Buy
229,960
+5,440
+2% +$938K 2.97% 3
2021
Q2 		$38.6M Buy
224,520
+8,840
+4% +$1.47M 3.13% 3
2021
Q1 		$33.4M Buy
215,680
+9,760
+5% +$1.55M 2.99% 3
2020
Q4 		$33.5M Buy
205,920
+15,400
+8% +$2.46M 3.4% 3
2020
Q3 		$30M Buy
190,520
+3,160
+2% +$498K 3.63% 3
2020
Q2 		$25.8M Buy
187,360
+11,360
+6% +$1.37M 3.45% 3
2020
Q1 		$17.2M Buy
176,000
+40,360
+30% +$3.91M 2.85% 4
2019
Q4 		$12.5M Buy
135,640
+3,080
+2% +$273K 1.65% 16
2019
Q3 		$11.5M Buy
132,560
+6,200
+5% +$575K 1.64% 16
2019
Q2 		$12M Buy
126,360
+5,780
+5% +$538K 1.8% 13
2019
Q1 		$10.7M Buy
120,580
+5,320
+5% +$443K 1.73% 15
2018
Q4 		$8.65M Sell
115,260
-17,140
-13% -$1.42M 1.59% 16
2018
Q3 		$13.3M Buy
132,400
+4,560
+4% +$429K 2.09% 8
2018
Q2 		$10.9M Buy
127,840
+6,020
+5% +$478K 1.86% 10
2018
Q1 		$8.82M Buy
121,820
+1,860
+2% +$133K 1.58% 17
2017
Q4 		$7.01M Buy
119,960
+3,940
+3% +$217K 1.26% 28
2017
Q3 		$5.58M Buy
116,020
+1,860
+2% +$91.4K 1.07% 35
2017
Q2 		$5.53M Buy
114,160
+360
+0.3% +$17.2K 1.11% 34
2017
Q1 		$5.04M Sell
113,800
-1,060
-0.9% -$44.2K 1.03% 37
2016
Q4 		$4.31M Buy
114,860
+40,420
+54% +$1.58M 0.9% 42
2016
Q3 		$3.12M Sell
74,440
-360
-0.5% -$13.8K 0.69% 59
2016
Q2 		$2.68M Buy
+74,800
New +$2.53M 0.62% 59

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

Smith Salley Wealth Management's AMZN Position: Q1 2026 in Review

Smith Salley Wealth Management increased its Amazon (AMZN) stake by 2.5% in Q1 2026, buying an estimated $1.53M and bringing the position to 281,023 shares worth $58.5M. The position accounts for 2.94% of the portfolio, ranked #5.

Smith Salley Wealth Management first reported a position in AMZN in Q2 2016 and has held it in 40 quarters since. The position peaked at $63.3M in Q4 2025. 5,981 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Smith Salley Wealth Management held 281,023 shares of Amazon worth $58.5M as of Q1 2026.
  • Smith Salley Wealth Management bought 6,966 Amazon shares in Q1 2026, an estimated $1.53M.
  • Amazon made up 2.94% of Smith Salley Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Smith Salley Wealth Management first reported a position in Amazon in Q2 2016 and has held it in 40 quarters since.
  • Smith Salley Wealth Management's Amazon position peaked at $63.3M in Q4 2025.
  • 5,981 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.