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AMZN icon

TruWealth Advisors’s Amazon AMZN Stock Holding History

TruWealth 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 		$39.2M Buy
188,422
+2,937
+2% +$647K 1.89% 11
2025
Q4 		$42.8M Buy
185,485
+1,908
+1% +$437K 2.09% 11
2025
Q3 		$40.3M Buy
183,577
+1,437
+0.8% +$325K 2.04% 14
2025
Q2 		$40M Buy
182,140
+4,659
+3% +$922K 2.2% 12
2025
Q1 		$33.8M Buy
177,481
+1,126
+0.6% +$244K 2.04% 13
2024
Q4 		$38.7M Sell
176,355
-7,818
-4% -$1.6M 2.33% 11
2024
Q3 		$34.3M Buy
184,173
+1,080
+0.6% +$197K 2.1% 13
2024
Q2 		$35.4M Buy
183,093
+950
+0.5% +$175K 2.35% 13
2024
Q1 		$32.9M Sell
182,143
-1,244
-0.7% -$208K 2.29% 11
2023
Q4 		$27.9M Buy
183,387
+694
+0.4% +$97.3K 2.13% 15
2023
Q3 		$23.2M Buy
182,693
+888
+0.5% +$119K 2% 18
2023
Q2 		$23.7M Buy
181,805
+2,905
+2% +$332K 2.03% 15
2023
Q1 		$18.5M Buy
178,900
+7,233
+4% +$699K 1.69% 18
2022
Q4 		$14.4M Buy
171,667
+4,311
+3% +$426K 1.41% 19
2022
Q3 		$18.9M Buy
167,356
+52,432
+46% +$6.63M 2% 14
2022
Q2 		$12.2M Buy
114,924
+13,864
+14% +$1.73M 1.31% 20
2022
Q1 		$16.5M Buy
101,060
+7,380
+8% +$1.14M 1.71% 19
2021
Q4 		$15.6M Buy
93,680
+3,620
+4% +$620K 1.58% 18
2021
Q3 		$14.8M Buy
90,060
+1,920
+2% +$331K 1.65% 17
2021
Q2 		$15.2M Buy
88,140
+4,160
+5% +$691K 1.78% 14
2021
Q1 		$13M Buy
83,980
+4,580
+6% +$726K 1.76% 15
2020
Q4 		$12.9M Buy
+79,400
New +$12.7M 1.93% 12

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

TruWealth Advisors's AMZN Position: Q1 2026 in Review

TruWealth Advisors increased its Amazon (AMZN) stake by 1.6% in Q1 2026, buying an estimated $647K and bringing the position to 188,422 shares worth $39.2M. The position accounts for 1.89% of the portfolio, ranked #11.

TruWealth Advisors first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. The position peaked at $42.8M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • TruWealth Advisors held 188,422 shares of Amazon worth $39.2M as of Q1 2026.
  • TruWealth Advisors bought 2,937 Amazon shares in Q1 2026, an estimated $647K.
  • Amazon made up 1.89% of TruWealth Advisors's portfolio in Q1 2026, its #11 holding.
  • TruWealth Advisors first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's Amazon position peaked at $42.8M in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.