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Strategies Wealth Advisors’s Amazon AMZN Stock Holding History

Strategies 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 		$8.83M Buy
42,395
+1,194
+3% +$263K 0.89% 15
2025
Q4 		$9.51M Buy
41,201
+770
+2% +$176K 0.95% 16
2025
Q3 		$8.88M Buy
40,431
+8,426
+26% +$1.91M 0.92% 16
2025
Q2 		$7.02M Buy
32,005
+879
+3% +$174K 0.77% 19
2025
Q1 		$5.92M Buy
31,126
+17,312
+125% +$3.76M 0.72% 19
2024
Q4 		$3.19M Buy
+13,814
New +$2.83M 0.4% 26

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

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

Strategies Wealth Advisors increased its Amazon (AMZN) stake by 2.9% in Q1 2026, buying an estimated $263K and bringing the position to 42,395 shares worth $8.83M. The position accounts for 0.89% of the portfolio, ranked #15.

Strategies Wealth Advisors first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.51M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Strategies Wealth Advisors held 42,395 shares of Amazon worth $8.83M as of Q1 2026.
  • Strategies Wealth Advisors bought 1,194 Amazon shares in Q1 2026, an estimated $263K.
  • Amazon made up 0.89% of Strategies Wealth Advisors's portfolio in Q1 2026, its #15 holding.
  • Strategies Wealth Advisors first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's Amazon position peaked at $9.51M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.