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Spectrum Investment Advisors’s Amazon AMZN Stock Holding History

Spectrum 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 		$396K Buy
1,899
+116
+7% +$25.5K 0.2% 30
2025
Q4 		$412K Buy
+1,783
New +$408K 0.21% 30
2024
Q2 		– Sell
-1,686
Closed -$304K – 26
2024
Q1 		$304K Buy
1,686
+76
+5% +$12.7K 0.22% 26
2023
Q4 		$245K Buy
+1,610
New +$226K 0.19% 30

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

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

Spectrum Investment Advisors increased its Amazon (AMZN) stake by 6.5% in Q1 2026, buying an estimated $25.5K and bringing the position to 1,899 shares worth $396K. The position accounts for 0.2% of the portfolio, ranked #30.

Spectrum Investment Advisors first reported a position in AMZN in Q4 2023 and has held it in 4 quarters since. The position peaked at $412K in Q4 2025. 5,984 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Spectrum Investment Advisors held 1,899 shares of Amazon worth $396K as of Q1 2026.
  • Spectrum Investment Advisors bought 116 Amazon shares in Q1 2026, an estimated $25.5K.
  • Amazon made up 0.2% of Spectrum Investment Advisors's portfolio in Q1 2026, its #30 holding.
  • Spectrum Investment Advisors first reported a position in Amazon in Q4 2023 and has held it in 4 quarters since.
  • Spectrum Investment Advisors's Amazon position peaked at $412K in Q4 2025.
  • 5,984 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Spectrum Investment Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.