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Stone Summit Wealth’s Amazon AMZN Stock Holding History

Stone Summit 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 		$325K Sell
1,560
-79
-5% -$17.4K 0.09% 119
2025
Q4 		$378K Buy
1,639
+150
+10% +$34.3K 0.1% 111
2025
Q3 		$327K Sell
1,489
-58
-4% -$13.1K 0.09% 119
2025
Q2 		$339K Sell
1,547
-15
-1% -$2.97K 0.11% 116
2025
Q1 		$297K Sell
1,562
-20
-1% -$4.34K 0.1% 121
2024
Q4 		$347K Sell
1,582
-357
-18% -$73K 0.12% 114
2024
Q3 		$361K Buy
1,939
+215
+12% +$39.2K 0.12% 116
2024
Q2 		$333K Sell
1,724
-24
-1% -$4.41K 0.12% 114
2024
Q1 		$315K Buy
1,748
+20
+1% +$3.34K 0.11% 122
2023
Q4 		$263K Sell
1,728
-347
-17% -$48.6K 0.1% 129
2023
Q3 		$264K Buy
2,075
+200
+11% +$26.8K 0.11% 128
2023
Q2 		$244K Sell
1,875
-73
-4% -$8.34K 0.1% 131
2023
Q1 		$201K Buy
+1,948
New +$188K 0.09% 132
2022
Q4 		– Sell
-2,465
Closed -$278K – 131
2022
Q3 		$278K Buy
2,465
+580
+31% +$73.3K 0.17% 109
2022
Q2 		$200K Sell
1,885
-15
-0.8% -$1.88K 0.12% 128
2022
Q1 		$311K Buy
+1,900
New +$294K 0.17% 115

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

Stone Summit Wealth's AMZN Position: Q1 2026 in Review

Stone Summit Wealth reduced its Amazon (AMZN) stake by 4.8% in Q1 2026, selling an estimated $17.4K and leaving 1,560 shares worth $325K. The position accounts for 0.09% of the portfolio, ranked #119.

Stone Summit Wealth first reported a position in AMZN in Q1 2022 and has held it in 16 quarters since. The position peaked at $378K in Q4 2025. 5,981 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Stone Summit Wealth held 1,560 shares of Amazon worth $325K as of Q1 2026.
  • Stone Summit Wealth sold 79 Amazon shares in Q1 2026, an estimated $17.4K.
  • Amazon made up 0.09% of Stone Summit Wealth's portfolio in Q1 2026, its #119 holding.
  • Stone Summit Wealth first reported a position in Amazon in Q1 2022 and has held it in 16 quarters since.
  • Stone Summit Wealth's Amazon position peaked at $378K in Q4 2025.
  • 5,981 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.