TWM
AMZN icon

Tradition Wealth Management’s Amazon AMZN Stock Holding History

Tradition 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 		$12.7M Buy
60,854
+33
+0.1% +$7.27K 0.9% 30
2025
Q4 		$14M Buy
60,821
+377
+0.6% +$86.3K 1.01% 27
2025
Q3 		$13.3M Sell
60,444
-144
-0.2% -$32.6K 0.98% 28
2025
Q2 		$13.3M Buy
60,588
+331
+0.5% +$65.5K 1.06% 25
2025
Q1 		$11.5M Buy
60,257
+2,499
+4% +$542K 1.01% 28
2024
Q4 		$12.7M Buy
57,758
+2,188
+4% +$448K 1.12% 25
2024
Q3 		$10.4M Buy
55,570
+1,129
+2% +$206K 0.92% 30
2024
Q2 		$10.5M Buy
54,441
+3,783
+7% +$695K 1.02% 26
2024
Q1 		$9.14M Buy
50,658
+2,212
+5% +$369K 0.93% 28
2023
Q4 		$7.36M Buy
48,446
+1,526
+3% +$214K 0.77% 35
2023
Q3 		$5.96M Buy
46,920
+1,365
+3% +$183K 0.71% 37
2023
Q2 		$5.94M Buy
45,555
+2,477
+6% +$283K 0.69% 38
2023
Q1 		$4.45M Buy
43,078
+7,907
+22% +$764K 0.55% 45
2022
Q4 		$2.95M Sell
35,171
-63
-0.2% -$6.22K 0.42% 54
2022
Q3 		$3.98M Buy
35,234
+1,614
+5% +$204K 0.6% 48
2022
Q2 		$3.57M Sell
33,620
-2,400
-7% -$300K 0.52% 53
2022
Q1 		$5.87M Buy
36,020
+1,640
+5% +$253K 0.75% 39
2021
Q4 		$5.73M Buy
34,380
+1,080
+3% +$185K 0.72% 39
2021
Q3 		$5.47M Sell
33,300
-4,900
-13% -$845K 0.78% 37
2021
Q2 		$6.57M Buy
38,200
+6,560
+21% +$1.09M 0.98% 24
2021
Q1 		$4.9M Sell
31,640
-920
-3% -$146K 0.85% 37
2020
Q4 		$5.3M Buy
+32,560
New +$5.2M 1.03% 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

Tradition Wealth Management's AMZN Position: Q1 2026 in Review

Tradition Wealth Management increased its Amazon (AMZN) stake by 0.05% in Q1 2026, buying an estimated $7.27K and bringing the position to 60,854 shares worth $12.7M. The position accounts for 0.9% of the portfolio, ranked #30.

Tradition Wealth Management first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. The position peaked at $14M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Tradition Wealth Management held 60,854 shares of Amazon worth $12.7M as of Q1 2026.
  • Tradition Wealth Management bought 33 Amazon shares in Q1 2026, an estimated $7.27K.
  • Amazon made up 0.9% of Tradition Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Tradition Wealth Management first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Amazon position peaked at $14M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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