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Spectrum Wealth Counsel’s Amazon AMZN Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		$10.8M Buy
56,709
+121
+0.2% +$26.3K 1.3% 23
2024
Q4 		$12.4M Sell
56,588
-638
-1% -$131K 1.46% 17
2024
Q3 		$10.7M Sell
57,226
-792
-1% -$145K 1.26% 20
2024
Q2 		$11.2M Buy
58,018
+5,760
+11% +$1.06M 1.42% 19
2024
Q1 		$9.43M Buy
52,258
+11,883
+29% +$1.98M 1.15% 25
2023
Q4 		$6.13M Buy
+40,375
New +$5.66M 0.85% 34

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spectrum Wealth Counsel's AMZN Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its Amazon (AMZN) stake by 0.21% in Q1 2025, buying an estimated $26.3K and bringing the position to 56,709 shares worth $10.8M. The position accounts for 1.3% of the portfolio, ranked #23.

Spectrum Wealth Counsel first reported a position in AMZN in Q4 2023 and has held it in 6 quarters since. The position peaked at $12.4M in Q4 2024. 5,468 funds tracked by Wall St. Rank hold AMZN as of Q1 2025.

  • Spectrum Wealth Counsel held 56,709 shares of Amazon worth $10.8M as of Q1 2025.
  • Spectrum Wealth Counsel bought 121 Amazon shares in Q1 2025, an estimated $26.3K.
  • Amazon made up 1.3% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #23 holding.
  • Spectrum Wealth Counsel first reported a position in Amazon in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Amazon position peaked at $12.4M in Q4 2024.
  • 5,468 funds tracked by Wall St. Rank held Amazon as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.