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Soltis Investment Advisors’s Amazon AMZN Stock Holding History

Soltis Investment Advisors’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 		$36.3M Sell
174,140
-16,440
-9% -$3.62M 2.29% 6
2025
Q4 		$44M Buy
190,580
+30,277
+19% +$6.93M 2.9% 5
2025
Q3 		$35.2M Sell
160,303
-41,151
-20% -$9.31M 2.43% 5
2025
Q2 		$44.2M Buy
201,454
+70,075
+53% +$13.9M 3.47% 5
2025
Q1 		$25M Buy
131,379
+8,675
+7% +$1.88M 2.23% 8
2024
Q4 		$26.9M Sell
122,704
-12
-0% -$2.46K 2.49% 5
2024
Q3 		$22.9M Buy
122,716
+2,570
+2% +$469K 2.23% 7
2024
Q2 		$23.2M Buy
120,146
+13,208
+12% +$2.43M 2.46% 5
2024
Q1 		$19.3M Sell
106,938
-1,640
-2% -$274K 2.16% 7
2023
Q4 		$16.5M Buy
108,578
+6,317
+6% +$886K 1.86% 10
2023
Q3 		$13M Sell
102,261
-493
-0.5% -$66.1K 1.67% 11
2023
Q2 		$13.4M Buy
102,754
+17,221
+20% +$1.97M 1.56% 14
2023
Q1 		$8.83M Buy
85,533
+8,994
+12% +$869K 1.12% 17
2022
Q4 		$6.43M Buy
76,539
+2,101
+3% +$208K 0.85% 24
2022
Q3 		$8.41M Buy
74,438
+29,248
+65% +$3.7M 1.27% 16
2022
Q2 		$4.8M Buy
45,190
+7,530
+20% +$942K 0.7% 30
2022
Q1 		$6.14M Buy
37,660
+3,060
+9% +$473K 0.85% 23
2021
Q4 		$5.77M Sell
34,600
-14,480
-30% -$2.48M 0.81% 25
2021
Q3 		$8.06M Buy
49,080
+4,920
+11% +$849K 1.25% 17
2021
Q2 		$7.6M Buy
44,160
+4,560
+12% +$758K 1.2% 15
2021
Q1 		$6.13M Buy
39,600
+5,100
+15% +$808K 1.12% 16
2020
Q4 		$5.62M Buy
34,500
+9,440
+38% +$1.51M 1.04% 20
2020
Q3 		$3.94M Sell
25,060
-100
-0.4% -$15.8K 0.93% 26
2020
Q2 		$3.47M Sell
25,160
-360
-1% -$43.5K 0.9% 27
2020
Q1 		$2.49M Buy
25,520
+3,820
+18% +$370K 0.77% 32
2019
Q4 		$2M Buy
+21,700
New +$1.92M 0.39% 41

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

Soltis Investment Advisors's AMZN Position: Q1 2026 in Review

Soltis Investment Advisors reduced its Amazon (AMZN) stake by 8.6% in Q1 2026, selling an estimated $3.62M and leaving 174,140 shares worth $36.3M. The position accounts for 2.29% of the portfolio, ranked #6.

Soltis Investment Advisors first reported a position in AMZN in Q4 2019 and has held it in 26 quarters since. The position peaked at $44.2M in Q2 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Soltis Investment Advisors held 174,140 shares of Amazon worth $36.3M as of Q1 2026.
  • Soltis Investment Advisors sold 16,440 Amazon shares in Q1 2026, an estimated $3.62M.
  • Amazon made up 2.29% of Soltis Investment Advisors's portfolio in Q1 2026, its #6 holding.
  • Soltis Investment Advisors first reported a position in Amazon in Q4 2019 and has held it in 26 quarters since.
  • Soltis Investment Advisors's Amazon position peaked at $44.2M in Q2 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.