Vestia Personal Wealth Advisors’s Amazon AMZN Stock Holding History

Vestia Personal Wealth 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	$1.05M	Sell	5,025 -44	-0.9%	-$9.69K	0.49%	33
2025 Q4	$1.17M	Buy	5,069 +368	+8%	+$84.2K	0.6%	32
2025 Q3	$1.03M	Buy	4,701 +11	+0.2%	+$2.49K	0.6%	31
2025 Q2	$1.03M	Buy	4,690 +93	+2%	+$18.4K	0.7%	30
2025 Q1	$875K	Buy	4,597 +142	+3%	+$30.8K	0.69%	29
2024 Q4	$977K	Buy	4,455 +3,111	+231%	+$636K	0.8%	27
2024 Q3	$250K	Buy	1,344 +233	+21%	+$42.5K	0.24%	66
2024 Q2	$215K	Buy	+1,111	New	+$204K	0.23%	68

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

Vestia Personal Wealth Advisors's AMZN Position: Q1 2026 in Review

Vestia Personal Wealth Advisors reduced its Amazon (AMZN) stake by 0.87% in Q1 2026, selling an estimated $9.69K and leaving 5,025 shares worth $1.05M. The position accounts for 0.49% of the portfolio, ranked #33.

Vestia Personal Wealth Advisors first reported a position in AMZN in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.17M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Vestia Personal Wealth Advisors held 5,025 shares of Amazon worth $1.05M as of Q1 2026.
Vestia Personal Wealth Advisors sold 44 Amazon shares in Q1 2026, an estimated $9.69K.
Amazon made up 0.49% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #33 holding.
Vestia Personal Wealth Advisors first reported a position in Amazon in Q2 2024 and has held it in 8 quarters since.
Vestia Personal Wealth Advisors's Amazon position peaked at $1.17M in Q4 2025.
5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.