Strait & Sound Wealth Management’s Amazon AMZN Stock Holding History

Strait & Sound Wealth Management’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	$10.2M	Buy	49,002 +934	+2%	+$206K	3.8%	6
2025 Q4	$11.1M	Buy	48,068 +354	+0.7%	+$81K	4.13%	5
2025 Q3	$10.5M	Buy	47,714 +294	+0.6%	+$66.5K	4.02%	6
2025 Q2	$10.4M	Sell	47,420 -1,585	-3%	-$314K	4.42%	6
2025 Q1	$9.32M	Buy	49,005 +3,997	+9%	+$867K	4.33%	5
2024 Q4	$9.87M	Sell	45,008 -934	-2%	-$191K	4.58%	6
2024 Q3	$8.56M	Sell	45,942 -1,038	-2%	-$189K	4.16%	7
2024 Q2	$9.08M	Sell	46,980 -343	-0.7%	-$63K	4.63%	6
2024 Q1	$8.95M	Buy	47,323 +4,488	+10%	+$749K	5%	6
2023 Q4	$6.5M	Buy	42,835 +3,577	+9%	+$501K	4.06%	5
2023 Q3	$4.99M	Sell	39,258 -8	-0%	-$1.07K	4.28%	4
2023 Q2	$5.12M	Sell	39,266 -4,718	-11%	-$539K	5.07%	3
2023 Q1	$4.54M	Buy	43,984 +1,774	+4%	+$171K	4.52%	3
2022 Q4	$4.05M	Buy	+42,210	New	+$4.17M	4.43%	3

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Strait & Sound Wealth Management's AMZN Position: Q1 2026 in Review

Strait & Sound Wealth Management increased its Amazon (AMZN) stake by 1.9% in Q1 2026, buying an estimated $206K and bringing the position to 49,002 shares worth $10.2M. The position accounts for 3.8% of the portfolio, ranked #6.

Strait & Sound Wealth Management first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.1M in Q4 2025. 5,987 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Strait & Sound Wealth Management held 49,002 shares of Amazon worth $10.2M as of Q1 2026.
Strait & Sound Wealth Management bought 934 Amazon shares in Q1 2026, an estimated $206K.
Amazon made up 3.8% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #6 holding.
Strait & Sound Wealth Management first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
Strait & Sound Wealth Management's Amazon position peaked at $11.1M in Q4 2025.
5,987 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.