Valley Wealth Managers’s Amazon AMZN Stock Holding History

Valley Wealth Managers’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	$5.39M	Buy	25,895 +75	+0.3%	+$16.5K	0.35%	59
2025 Q4	$5.96M	Buy	25,820 +2,237	+9%	+$512K	0.38%	57
2025 Q3	$5.18M	Buy	23,583 +2,148	+10%	+$486K	0.34%	61
2025 Q2	$4.7M	Sell	21,435 -2,685	-11%	-$531K	0.34%	62
2025 Q1	$4.59M	Buy	24,120 +936	+4%	+$203K	0.35%	59
2024 Q4	$5.09M	Buy	23,184 +1,231	+6%	+$252K	0.38%	53
2024 Q3	$4.09M	Buy	21,953 +5,619	+34%	+$1.03M	0.3%	78
2024 Q2	$3.16M	Buy	16,334 +1,638	+11%	+$301K	0.25%	98
2024 Q1	$2.65M	Buy	14,696 +2,005	+16%	+$335K	0.2%	107
2023 Q4	$1.93M	Sell	12,691 -4	-0%	-$561	0.15%	111
2023 Q3	$1.61M	Buy	12,695 +87	+0.7%	+$11.7K	0.13%	118
2023 Q2	$1.64M	Sell	12,608 -252	-2%	-$28.8K	0.15%	98
2023 Q1	$1.33M	Buy	12,860 +515	+4%	+$49.8K	0.12%	102
2022 Q4	$1.04M	Buy	12,345 +292	+2%	+$28.8K	0.1%	108
2022 Q3	$1.36M	Sell	12,053 -1,339	-10%	-$169K	0.14%	102
2022 Q2	$1.42M	Sell	13,392 -808	-6%	-$101K	0.13%	102
2022 Q1	$2.31M	Buy	14,200 +460	+3%	+$71.1K	0.19%	97
2021 Q4	$2.29M	Buy	13,740 +700	+5%	+$120K	0.18%	100
2021 Q3	$2.14M	Sell	13,040 -380	-3%	-$65.5K	0.19%	101
2021 Q2	$2.31M	Buy	13,420 +1,240	+10%	+$206K	0.2%	97
2021 Q1	$1.88M	Buy	12,180 +3,280	+37%	+$520K	0.17%	99
2020 Q4	$1.45M	Buy	8,900 +60	+0.7%	+$9.57K	0.14%	102
2020 Q3	$1.39M	Hold	8,840	–	–	0.15%	96
2020 Q2	$1.22M	Sell	8,840 -1,360	-13%	-$164K	0.14%	99
2020 Q1	$994K	Buy	+10,200	New	+$987K	0.13%	98
2019 Q4	–	Sell	-11,300	Closed	-$981K	–	188
2019 Q3	$981K	Sell	11,300 -1,600	-12%	-$148K	0.1%	103
2019 Q2	$1.22M	Buy	12,900 +920	+8%	+$85.7K	0.13%	98
2019 Q1	$1.07M	Sell	11,980 -660	-5%	-$54.9K	0.12%	104
2018 Q4	$950K	Buy	12,640 +2,200	+21%	+$183K	0.12%	93
2018 Q3	$1.04M	Sell	10,440 -4,620	-31%	-$434K	0.12%	89
2018 Q2	$1.28M	Sell	15,060 -2,460	-14%	-$195K	0.16%	88
2018 Q1	$1.27M	Buy	17,520 +4,680	+36%	+$335K	0.15%	86
2017 Q4	$751K	Hold	12,840	–	–	0.09%	94
2017 Q3	$617K	Buy	12,840 +1,000	+8%	+$49.1K	0.08%	94
2017 Q2	$573K	Buy	11,840 +7,340	+163%	+$350K	0.08%	95
2017 Q1	$199K	Hold	4,500	–	–	0.03%	117
2016 Q4	$169K	Buy	4,500 +100	+2%	+$3.92K	0.02%	117
2016 Q3	$184K	Hold	4,400	–	–	0.03%	121
2016 Q2	$157K	Buy	+4,400	New	+$149K	0.02%	120

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

Valley Wealth Managers's AMZN Position: Q1 2026 in Review

Valley Wealth Managers increased its Amazon (AMZN) stake by 0.29% in Q1 2026, buying an estimated $16.5K and bringing the position to 25,895 shares worth $5.39M. The position accounts for 0.35% of the portfolio, ranked #59.

Valley Wealth Managers first reported a position in AMZN in Q2 2016 and has held it in 39 quarters since. The position peaked at $5.96M in Q4 2025. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Valley Wealth Managers held 25,895 shares of Amazon worth $5.39M as of Q1 2026.
Valley Wealth Managers bought 75 Amazon shares in Q1 2026, an estimated $16.5K.
Amazon made up 0.35% of Valley Wealth Managers's portfolio in Q1 2026, its #59 holding.
Valley Wealth Managers first reported a position in Amazon in Q2 2016 and has held it in 39 quarters since.
Valley Wealth Managers's Amazon position peaked at $5.96M in Q4 2025.
5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.