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Ullmann Wealth Partners Group’s Amazon AMZN Stock Holding History

Ullmann Wealth Partners 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 		$3.15M Buy
15,122
+1,879
+14% +$414K 0.33% 36
2025
Q4 		$3.23M Sell
13,243
-9
-0.1% -$2.06K 0.34% 36
2025
Q3 		$2.91M Buy
13,252
+365
+3% +$82.6K 0.32% 37
2025
Q2 		$2.83M Buy
12,887
+371
+3% +$73.4K 0.33% 36
2025
Q1 		$2.38M Buy
12,516
+542
+5% +$118K 0.32% 34
2024
Q4 		$2.63M Sell
11,974
-37
-0.3% -$7.57K 0.34% 33
2024
Q3 		$2.24M Sell
12,011
-135
-1% -$24.6K 0.29% 38
2024
Q2 		$2.35M Buy
12,146
+395
+3% +$72.6K 0.33% 34
2024
Q1 		$2.12M Buy
11,751
+1,305
+12% +$218K 0.32% 35
2023
Q4 		$1.59M Buy
10,446
+1,980
+23% +$278K 0.26% 37
2023
Q3 		$1.08M Buy
8,466
+1,860
+28% +$249K 0.2% 37
2023
Q2 		$861K Sell
6,606
-12
-0.2% -$1.37K 0.17% 43
2023
Q1 		$684K Buy
6,618
+218
+3% +$21.1K 0.16% 43
2022
Q4 		$538K Sell
6,400
-100
-2% -$9.88K 0.13% 48
2022
Q3 		$735K Hold
6,500
– – 0.2% 37
2022
Q2 		$690K Buy
6,500
+120
+2% +$15K 0.19% 43
2022
Q1 		$1.04M Buy
6,380
+20
+0.3% +$3.09K 0.27% 33
2021
Q4 		$1.06M Buy
6,360
+120
+2% +$20.5K 0.28% 34
2021
Q3 		$1.02M Buy
6,240
+740
+13% +$128K 0.4% 29
2021
Q2 		$945K Sell
5,500
-2,520
-31% -$419K 0.39% 32
2021
Q1 		$1.24M Buy
8,020
+6,040
+305% +$957K 0.55% 25
2020
Q4 		$322K Buy
1,980
+540
+38% +$86.2K 0.16% 55
2020
Q3 		$227K Buy
+1,440
New +$227K 0.13% 64
2017
Q3 		– Sell
-1,360
Closed -$65K – 54
2017
Q2 		$65K Buy
+1,360
New +$64.9K 0.05% 83

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

Ullmann Wealth Partners Group's AMZN Position: Q1 2026 in Review

Ullmann Wealth Partners Group increased its Amazon (AMZN) stake by 14% in Q1 2026, buying an estimated $414K and bringing the position to 15,122 shares worth $3.15M. The position accounts for 0.33% of the portfolio, ranked #36.

Ullmann Wealth Partners Group first reported a position in AMZN in Q2 2017 and has held it in 24 quarters since. The position peaked at $3.23M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Ullmann Wealth Partners Group held 15,122 shares of Amazon worth $3.15M as of Q1 2026.
  • Ullmann Wealth Partners Group bought 1,879 Amazon shares in Q1 2026, an estimated $414K.
  • Amazon made up 0.33% of Ullmann Wealth Partners Group's portfolio in Q1 2026, its #36 holding.
  • Ullmann Wealth Partners Group first reported a position in Amazon in Q2 2017 and has held it in 24 quarters since.
  • Ullmann Wealth Partners Group's Amazon position peaked at $3.23M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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