TWP
AMZN icon

Triad Wealth Partners’s Amazon AMZN Stock Holding History

Triad Wealth Partners’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 		$11.6M Buy
55,858
+4,749
+9% +$1.05M 0.92% 26
2025
Q4 		$11.8M Buy
51,109
+8,975
+21% +$2.05M 1.12% 22
2025
Q3 		$9.25M Buy
42,134
+14,102
+50% +$3.19M 1.19% 22
2025
Q2 		$6.15M Buy
28,032
+8,719
+45% +$1.73M 1.24% 23
2025
Q1 		$3.67M Buy
19,313
+3,164
+20% +$687K 1.14% 21
2024
Q4 		$3.54M Buy
16,149
+3,123
+24% +$639K 1.28% 18
2024
Q3 		$2.43M Buy
13,026
+2,082
+19% +$380K 1.29% 27
2024
Q2 		$2.11M Buy
10,944
+3,845
+54% +$706K 1.11% 19
2024
Q1 		$1.28M Buy
+7,099
New +$1.19M 0.98% 18

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

Triad Wealth Partners's AMZN Position: Q1 2026 in Review

Triad Wealth Partners increased its Amazon (AMZN) stake by 9.3% in Q1 2026, buying an estimated $1.05M and bringing the position to 55,858 shares worth $11.6M. The position accounts for 0.92% of the portfolio, ranked #26.

Triad Wealth Partners first reported a position in AMZN in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.8M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Triad Wealth Partners held 55,858 shares of Amazon worth $11.6M as of Q1 2026.
  • Triad Wealth Partners bought 4,749 Amazon shares in Q1 2026, an estimated $1.05M.
  • Amazon made up 0.92% of Triad Wealth Partners's portfolio in Q1 2026, its #26 holding.
  • Triad Wealth Partners first reported a position in Amazon in Q1 2024 and has held it in 9 quarters since.
  • Triad Wealth Partners's Amazon position peaked at $11.8M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.