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Strategic Wealth Investment Group’s Amazon AMZN Stock Holding History

Strategic Wealth Investment Group’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 		$30.4M Buy
145,773
+3,641
+3% +$802K 3.85% 4
2025
Q4 		$32.8M Sell
142,132
-58,600
-29% -$13.4M 4.03% 4
2025
Q3 		$44.1M Buy
200,732
+189,017
+1,613% +$42.8M 3.71% 7
2025
Q2 		$2.57M Buy
11,715
+986
+9% +$195K 3.72% 3
2025
Q1 		$2.04M Sell
10,729
-191,104
-95% -$41.5M 3.55% 4
2024
Q4 		$44.3M Sell
201,833
-5,228
-3% -$1.07M 4.89% 3
2024
Q3 		$38.3M Sell
207,061
-55,224
-21% -$10.1M 4.11% 6
2024
Q2 		$51.7M Buy
+262,285
New +$48.2M 6.54% 1
2023
Q4 		$37.4M Buy
245,994
+15,429
+7% +$2.16M 5.62% 2
2023
Q3 		$29.3M Buy
230,565
+3,156
+1% +$423K 5.31% 3
2023
Q2 		$29.6M Buy
+227,409
New +$26M 4.7% 5
2023
Q1 		– Sell
-138,135
Closed -$13.3M – 7
2022
Q4 		$13.2M Buy
138,135
+26,241
+23% +$2.59M 3.05% 9
2022
Q3 		$12.6M Buy
111,894
+9,119
+9% +$1.15M 3.64% 7
2022
Q2 		$10.9M Sell
102,775
-4,645
-4% -$581K 2.73% 8
2022
Q1 		$17.5M Buy
107,420
+16,800
+19% +$2.6M 4.18% 6
2021
Q4 		$15.1M Buy
90,620
+11,340
+14% +$1.94M 3.93% 7
2021
Q3 		$13M Buy
79,280
+16,300
+26% +$2.81M 3.89% 7
2021
Q2 		$10.8M Buy
62,980
+15,380
+32% +$2.56M 3.84% 7
2021
Q1 		$7.36M Buy
47,600
+8,820
+23% +$1.4M 3.53% 8
2020
Q4 		$6.32M Buy
38,780
+2,400
+7% +$383K 3.7% 7
2020
Q3 		$5.73M Buy
36,380
+3,100
+9% +$489K 4.31% 5
2020
Q2 		$4.59M Sell
33,280
-7,300
-18% -$882K 4.5% 5
2020
Q1 		$3.96M Buy
40,580
+3,980
+11% +$385K 6.45% 3
2019
Q4 		$3.38M Buy
+36,600
New +$3.24M 3.51% 8

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

Strategic Wealth Investment Group's AMZN Position: Q1 2026 in Review

Strategic Wealth Investment Group increased its Amazon (AMZN) stake by 2.6% in Q1 2026, buying an estimated $802K and bringing the position to 145,773 shares worth $30.4M. The position accounts for 3.85% of the portfolio, ranked #4.

Strategic Wealth Investment Group first reported a position in AMZN in Q4 2019 and has held it in 24 quarters since. The position peaked at $51.7M in Q2 2024. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Strategic Wealth Investment Group held 145,773 shares of Amazon worth $30.4M as of Q1 2026.
  • Strategic Wealth Investment Group bought 3,641 Amazon shares in Q1 2026, an estimated $802K.
  • Amazon made up 3.85% of Strategic Wealth Investment Group's portfolio in Q1 2026, its #4 holding.
  • Strategic Wealth Investment Group first reported a position in Amazon in Q4 2019 and has held it in 24 quarters since.
  • Strategic Wealth Investment Group's Amazon position peaked at $51.7M in Q2 2024.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2026, filed 11 May 2026.