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Summit Wealth Group’s Amazon AMZN Stock Holding History

Summit Wealth 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 		$1.41M Buy
6,759
+1,041
+18% +$229K 0.32% 44
2025
Q4 		$1.32M Buy
5,718
+496
+9% +$113K 0.31% 44
2025
Q3 		$1.15M Sell
5,222
-56
-1% -$12.7K 0.28% 45
2025
Q2 		$1.16M Buy
5,278
+46
+0.9% +$9.1K 0.3% 46
2025
Q1 		$995K Sell
5,232
-341
-6% -$74K 0.29% 45
2024
Q4 		$1.22M Sell
5,573
-75
-1% -$15.3K 0.35% 41
2024
Q3 		$1.05M Hold
5,648
– – 0.3% 44
2024
Q2 		$1.09M Buy
5,648
+131
+2% +$24.1K 0.33% 41
2024
Q1 		$995K Buy
5,517
+78
+1% +$13K 0.68% 20
2023
Q4 		$826K Hold
5,439
– – 0.65% 21
2023
Q3 		$691K Buy
+5,439
New +$729K 0.62% 21
2023
Q2 		– Sell
-561,898
Closed -$5K – 90
2023
Q1 		$5K Buy
561,898
+556,156
+9,686% +$53.7M 0.12% 50
2022
Q4 		$482K Buy
5,742
+1,140
+25% +$113K 0.51% 23
2022
Q3 		$520K Sell
4,602
-320
-7% -$40.4K 0.61% 19
2022
Q2 		$523K Buy
4,922
+322
+7% +$40.3K 0.62% 19
2022
Q1 		$750K Sell
4,600
-80
-2% -$12.4K 0.79% 18
2021
Q4 		$780K Buy
+4,680
New +$801K 0.89% 17
2021
Q1 		– Sell
-4,820
Closed -$785K – 181
2020
Q4 		$785K Buy
4,820
+80
+2% +$12.8K 0.49% 25
2020
Q3 		$746K Sell
4,740
-340
-7% -$53.6K 0.65% 17
2020
Q2 		$701K Buy
5,080
+700
+16% +$84.5K 0.64% 17
2020
Q1 		$427K Buy
4,380
+1,160
+36% +$112K 0.43% 19
2019
Q4 		$298K Buy
+3,220
New +$285K 0.28% 24

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

Summit Wealth Group's AMZN Position: Q1 2026 in Review

Summit Wealth Group increased its Amazon (AMZN) stake by 18% in Q1 2026, buying an estimated $229K and bringing the position to 6,759 shares worth $1.41M. The position accounts for 0.32% of the portfolio, ranked #44.

Summit Wealth Group first reported a position in AMZN in Q4 2019 and has held it in 22 quarters since. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Summit Wealth Group held 6,759 shares of Amazon worth $1.41M as of Q1 2026.
  • Summit Wealth Group bought 1,041 Amazon shares in Q1 2026, an estimated $229K.
  • Amazon made up 0.32% of Summit Wealth Group's portfolio in Q1 2026, its #44 holding.
  • Summit Wealth Group first reported a position in Amazon in Q4 2019 and has held it in 22 quarters since.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.