Sonoma Private Wealth’s Amazon AMZN Stock Holding History

Sonoma Private 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	$580K	Sell	2,783 -2,853	-51%	-$628K	0.71%	40
2025 Q4	$1.3M	Buy	5,636 +444	+9%	+$102K	1.57%	16
2025 Q3	$1.14M	Buy	5,192 +28	+0.5%	+$6.34K	1.36%	16
2025 Q2	$1.13M	Sell	5,164 -759	-13%	-$150K	1.39%	14
2025 Q1	$1.13M	Buy	5,923 +514	+10%	+$112K	1.56%	15
2024 Q4	$1.19M	Buy	5,409 +149	+3%	+$30.5K	1.92%	13
2024 Q3	$980K	Buy	5,260 +66	+1%	+$12K	1.53%	15
2024 Q2	$1M	Buy	5,194 +37	+0.7%	+$6.8K	1.63%	15
2024 Q1	$930K	Buy	5,157 +944	+22%	+$158K	1.5%	15
2023 Q4	$640K	Sell	4,213 -472	-10%	-$66.2K	1.06%	32
2023 Q3	$596K	Buy	4,685 +86	+2%	+$11.5K	1.09%	36
2023 Q2	$600K	Sell	4,599 -25	-0.5%	-$2.85K	1.05%	33
2023 Q1	$478K	Buy	4,624 +90	+2%	+$8.7K	0.95%	41
2022 Q4	$381K	Buy	+4,534	New	+$448K	0.84%	40

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sonoma Private Wealth's AMZN Position: Q1 2026 in Review

Sonoma Private Wealth reduced its Amazon (AMZN) stake by 51% in Q1 2026, selling an estimated $628K and leaving 2,783 shares worth $580K. The position accounts for 0.71% of the portfolio, ranked #40.

Sonoma Private Wealth first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.3M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Sonoma Private Wealth held 2,783 shares of Amazon worth $580K as of Q1 2026.
Sonoma Private Wealth sold 2,853 Amazon shares in Q1 2026, an estimated $628K.
Amazon made up 0.71% of Sonoma Private Wealth's portfolio in Q1 2026, its #40 holding.
Sonoma Private Wealth first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
Sonoma Private Wealth's Amazon position peaked at $1.3M in Q4 2025.
5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.