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Spectrum Wealth Advisory Group’s Amazon AMZN Stock Holding History

Spectrum Wealth Advisory 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 		$1.9M Buy
9,120
+530
+6% +$117K 0.71% 22
2025
Q4 		$1.98M Buy
8,590
+44
+0.5% +$10.1K 0.73% 20
2025
Q3 		$1.88M Buy
8,546
+67
+0.8% +$15.2K 0.77% 21
2025
Q2 		$1.86M Buy
8,479
+248
+3% +$49.1K 0.87% 18
2025
Q1 		$1.57M Hold
8,231
– – 0.75% 19
2024
Q4 		$1.81M Buy
8,231
+3,109
+61% +$636K 0.85% 17
2024
Q3 		$954K Sell
5,122
-275
-5% -$50.2K 0.54% 22
2024
Q2 		$1.04M Buy
5,397
+55
+1% +$10.1K 1.12% 13
2024
Q1 		$964K Buy
5,342
+398
+8% +$66.4K 1.11% 14
2023
Q4 		$751K Buy
4,944
+195
+4% +$27.3K 0.93% 14
2023
Q3 		$604K Hold
4,749
– – 0.84% 17
2023
Q2 		$619K Sell
4,749
-1,079
-19% -$123K 0.82% 17
2023
Q1 		$602K Buy
5,828
+150
+3% +$14.5K 0.81% 18
2022
Q4 		$477K Buy
5,678
+625
+12% +$61.7K 0.66% 19
2022
Q3 		$571K Sell
5,053
-657
-12% -$83K 0.72% 24
2022
Q2 		$606K Buy
5,710
+970
+20% +$121K 0.68% 24
2022
Q1 		$773K Sell
4,740
-80
-2% -$12.4K 0.75% 23
2021
Q4 		$804K Sell
4,820
-40
-0.8% -$6.85K 0.72% 25
2021
Q3 		$798K Buy
4,860
+200
+4% +$34.5K 0.79% 24
2021
Q2 		$802K Hold
4,660
– – 0.79% 25
2021
Q1 		$721K Sell
4,660
-120
-3% -$19K 0.69% 23
2020
Q4 		$778K Sell
4,780
-4,660
-49% -$744K 0.88% 21
2020
Q3 		$1.48M Buy
9,440
+4,520
+92% +$713K 0.95% 20
2020
Q2 		$679K Hold
4,920
– – 0.96% 22
2020
Q1 		$477K Buy
4,920
+460
+10% +$44.5K 1.03% 19
2019
Q4 		$412K Hold
4,460
– – 0.74% 20
2019
Q3 		$387K Sell
4,460
-1,720
-28% -$159K 0.77% 20
2019
Q2 		$586K Sell
6,180
-100
-2% -$9.31K 1.2% 20
2019
Q1 		$559K Buy
+6,280
New +$523K 0.87% 20

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 Wealth Advisory Group's AMZN Position: Q1 2026 in Review

Spectrum Wealth Advisory Group increased its Amazon (AMZN) stake by 6.2% in Q1 2026, buying an estimated $117K and bringing the position to 9,120 shares worth $1.9M. The position accounts for 0.71% of the portfolio, ranked #22.

Spectrum Wealth Advisory Group first reported a position in AMZN in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.98M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Spectrum Wealth Advisory Group held 9,120 shares of Amazon worth $1.9M as of Q1 2026.
  • Spectrum Wealth Advisory Group bought 530 Amazon shares in Q1 2026, an estimated $117K.
  • Amazon made up 0.71% of Spectrum Wealth Advisory Group's portfolio in Q1 2026, its #22 holding.
  • Spectrum Wealth Advisory Group first reported a position in Amazon in Q1 2019 and has held it in 29 quarters since.
  • Spectrum Wealth Advisory Group's Amazon position peaked at $1.98M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2026, filed 6 May 2026.