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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 		$41.7K Buy
+200
New +$44K 0.02% 172

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

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. 5,978 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.
  • 5,978 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.