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Sound View Wealth Advisors Group’s Amazon AMZN Stock Holding History

Sound View Wealth Advisors Group’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 		$18.5M Buy
88,867
+178
+0.2% +$39.2K 1.26% 18
2025
Q4 		$20.5M Sell
88,689
-996
-1% -$228K 1.37% 17
2025
Q3 		$19.7M Sell
89,685
-171
-0.2% -$38.7K 1.35% 16
2025
Q2 		$19.7M Buy
89,856
+2,455
+3% +$486K 1.46% 13
2025
Q1 		$16.6M Buy
87,401
+866
+1% +$188K 1.36% 15
2024
Q4 		$19M Sell
86,535
-689
-0.8% -$141K 1.53% 13
2024
Q3 		$16.3M Buy
87,224
+15,976
+22% +$2.91M 1.33% 16
2024
Q2 		$13.8M Sell
71,248
-452
-0.6% -$83K 1.42% 16
2024
Q1 		$12.9M Sell
71,700
-8,863
-11% -$1.48M 1.38% 16
2023
Q4 		$12.2M Sell
80,563
-2,691
-3% -$377K 1.35% 15
2023
Q3 		$10.6M Buy
83,254
+7,194
+9% +$964K 1.32% 16
2023
Q2 		$9.92M Sell
76,060
-12,741
-14% -$1.45M 1.3% 15
2023
Q1 		$9.17M Buy
88,801
+8,238
+10% +$796K 1.26% 17
2022
Q4 		$12.2M Buy
80,563
+20,261
+34% +$2M 1.35% 15
2022
Q3 		$6.81M Sell
60,302
-811
-1% -$103K 1.53% 14
2022
Q2 		$6.49M Buy
61,113
+2,113
+4% +$264K 1.36% 17
2022
Q1 		$9.62M Buy
59,000
+3,800
+7% +$587K 1.83% 9
2021
Q4 		$9.2M Sell
55,200
-360
-0.6% -$61.6K 1.74% 11
2021
Q3 		$9.13M Buy
55,560
+2,960
+6% +$511K 1.91% 8
2021
Q2 		$9.05M Buy
52,600
+1,380
+3% +$229K 1.9% 8
2021
Q1 		$7.92M Buy
51,220
+560
+1% +$88.8K 1.85% 9
2020
Q4 		$8.25M Buy
50,660
+1,860
+4% +$297K 2.02% 7
2020
Q3 		$7.68M Buy
48,800
+760
+2% +$120K 2.02% 9
2020
Q2 		$6.63M Buy
48,040
+7,980
+20% +$964K 1.87% 10
2020
Q1 		$3.9M Buy
40,060
+3,120
+8% +$302K 1.35% 20
2019
Q4 		$3.41M Sell
36,940
-1,900
-5% -$168K 0.96% 35
2019
Q3 		$3.37M Sell
38,840
-1,680
-4% -$156K 1% 30
2019
Q2 		$3.84M Buy
+40,520
New +$3.77M 1.13% 22

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

Sound View Wealth Advisors Group's AMZN Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its Amazon (AMZN) stake by 0.2% in Q1 2026, buying an estimated $39.2K and bringing the position to 88,867 shares worth $18.5M. The position accounts for 1.26% of the portfolio, ranked #18.

Sound View Wealth Advisors Group first reported a position in AMZN in Q2 2019 and has held it in 28 quarters since. The position peaked at $20.5M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Sound View Wealth Advisors Group held 88,867 shares of Amazon worth $18.5M as of Q1 2026.
  • Sound View Wealth Advisors Group bought 178 Amazon shares in Q1 2026, an estimated $39.2K.
  • Amazon made up 1.26% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #18 holding.
  • Sound View Wealth Advisors Group first reported a position in Amazon in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Amazon position peaked at $20.5M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.