UP Strategic Wealth Investment Advisors’s Amazon AMZN Stock Holding History

UP Strategic Wealth Investment 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	$3.64M	Buy	13,413 +1,362	+11%	+$300K	2.29%	10
2025 Q4	$2.53M	Sell	12,051 -363	-3%	-$83K	1.84%	11
2025 Q3	$2.68M	Sell	12,414 -234	-2%	-$53K	2.01%	11
2025 Q2	$2.77M	Sell	12,648 -1,380	-10%	-$273K	2.16%	10
2025 Q1	$2.67M	Buy	14,028 +1,648	+13%	+$358K	2.37%	10
2024 Q4	$2.72M	Buy	12,380 +2,640	+27%	+$540K	2.72%	10
2024 Q3	$1.81M	Buy	9,740 +3,269	+51%	+$596K	2.03%	10
2024 Q2	$1.25M	Buy	6,471 +264	+4%	+$48.5K	1.89%	11
2024 Q1	$1.12M	Hold	6,207	–	–	1.83%	11
2023 Q4	$943K	Buy	+6,207	New	+$870K	1.72%	14

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's AMZN Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its Amazon (AMZN) stake by 11% in Q1 2026, buying an estimated $300K and bringing the position to 13,413 shares worth $3.64M. The position accounts for 2.29% of the portfolio, ranked #10.

UP Strategic Wealth Investment Advisors first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. 5,985 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

UP Strategic Wealth Investment Advisors held 13,413 shares of Amazon worth $3.64M as of Q1 2026.
UP Strategic Wealth Investment Advisors bought 1,362 Amazon shares in Q1 2026, an estimated $300K.
Amazon made up 2.29% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #10 holding.
UP Strategic Wealth Investment Advisors first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
5,985 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.