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AMZN icon

ViaWealth’s Amazon AMZN Stock Holding History

ViaWealth’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 		$3.16M Sell
15,160
-273
-2% -$60.1K 1.76% 11
2025
Q4 		$3.56M Sell
15,433
-422
-3% -$96.5K 2% 11
2025
Q3 		$3.48M Buy
15,855
+570
+4% +$129K 1.9% 11
2025
Q2 		$3.35M Sell
15,285
-142
-0.9% -$28.1K 1.98% 10
2025
Q1 		$2.94M Sell
15,427
-1,475
-9% -$320K 1.81% 12
2024
Q4 		$3.71M Sell
16,902
-1,761
-9% -$360K 2.24% 9
2024
Q3 		$3.48M Buy
18,663
+772
+4% +$141K 2.03% 10
2024
Q2 		$3.46M Hold
17,891
– – 2.14% 10
2024
Q1 		$3.23M Sell
17,891
-273
-2% -$45.6K 2.02% 7
2023
Q4 		$2.76M Sell
18,164
-562
-3% -$78.8K 1.9% 10
2023
Q3 		$2.38M Buy
18,726
+174
+0.9% +$23.3K 1.75% 10
2023
Q2 		$2.42M Buy
18,552
+80
+0.4% +$9.14K 1.8% 10
2023
Q1 		$1.91M Buy
18,472
+375
+2% +$36.2K 1.51% 13
2022
Q4 		$1.58M Buy
+18,097
New +$1.79M 1.3% 19

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

ViaWealth's AMZN Position: Q1 2026 in Review

ViaWealth reduced its Amazon (AMZN) stake by 1.8% in Q1 2026, selling an estimated $60.1K and leaving 15,160 shares worth $3.16M. The position accounts for 1.76% of the portfolio, ranked #11.

ViaWealth first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.71M in Q4 2024. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • ViaWealth held 15,160 shares of Amazon worth $3.16M as of Q1 2026.
  • ViaWealth sold 273 Amazon shares in Q1 2026, an estimated $60.1K.
  • Amazon made up 1.76% of ViaWealth's portfolio in Q1 2026, its #11 holding.
  • ViaWealth first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
  • ViaWealth's Amazon position peaked at $3.71M in Q4 2024.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.