Strata Wealth Advisors’s Amazon AMZN Stock Holding History

Strata Wealth Advisors’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	$751K	Sell	3,605 -213	-6%	-$46.9K	0.21%	42
2025 Q4	$881K	Sell	3,818 -2,186	-36%	-$500K	0.25%	38
2025 Q3	$1.32M	Sell	6,004 -29	-0.5%	-$6.56K	0.35%	36
2025 Q2	$1.32M	Buy	6,033 +324	+6%	+$64.1K	0.36%	33
2025 Q1	$1.09M	Sell	5,709 -698	-11%	-$151K	0.34%	33
2024 Q4	$1.41M	Buy	6,407 +606	+10%	+$124K	0.44%	28
2024 Q3	$1.08M	Buy	5,801 +171	+3%	+$31.2K	0.35%	32
2024 Q2	$1.09M	Buy	5,630 +731	+15%	+$134K	0.37%	29
2024 Q1	$884K	Buy	4,899 +264	+6%	+$44.1K	0.31%	35
2023 Q4	$704K	Sell	4,635 -227	-5%	-$31.8K	0.28%	38
2023 Q3	$618K	Buy	+4,862	New	+$651K	0.3%	27
2023 Q1	$1.66M	Sell	16,105 -453	-3%	-$43.8K	0.86%	13
2022 Q4	$1.39M	Buy	+16,558	New	+$1.64M	0.77%	16

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

Strata Wealth Advisors's AMZN Position: Q1 2026 in Review

Strata Wealth Advisors reduced its Amazon (AMZN) stake by 5.6% in Q1 2026, selling an estimated $46.9K and leaving 3,605 shares worth $751K. The position accounts for 0.21% of the portfolio, ranked #42.

Strata Wealth Advisors first reported a position in AMZN in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.66M in Q1 2023. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Strata Wealth Advisors held 3,605 shares of Amazon worth $751K as of Q1 2026.
Strata Wealth Advisors sold 213 Amazon shares in Q1 2026, an estimated $46.9K.
Amazon made up 0.21% of Strata Wealth Advisors's portfolio in Q1 2026, its #42 holding.
Strata Wealth Advisors first reported a position in Amazon in Q4 2022 and has held it in 13 quarters since.
Strata Wealth Advisors's Amazon position peaked at $1.66M in Q1 2023.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.