Visionary Wealth Advisors
AMZN icon

Visionary Wealth Advisors’s Amazon AMZN Stock Holding History

Visionary 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
Q3 		$22.2M Sell
89,277
-1,181
-1% -$300K 0.87% 21
2026
Q2 		$21.6M Buy
90,458
+1,466
+2% +$368K 0.85% 23
2026
Q1 		$18.5M Buy
88,992
+3,151
+4% +$694K 0.82% 28
2025
Q4 		$19.8M Buy
85,841
+2,982
+4% +$682K 0.89% 23
2025
Q3 		$18.2M Buy
82,859
+2,608
+3% +$590K 0.85% 26
2025
Q2 		$17.6M Buy
80,251
+19,790
+33% +$3.92M 0.9% 24
2025
Q1 		$11.5M Buy
60,461
+1,906
+3% +$414K 0.69% 35
2024
Q4 		$12.8M Buy
58,555
+6,942
+13% +$1.42M 0.75% 28
2024
Q3 		$9.6M Buy
51,613
+272
+0.5% +$49.6K 0.59% 46
2024
Q2 		$9.9M Sell
51,341
-4,146
-7% -$762K 0.65% 35
2024
Q1 		$10M Sell
55,487
-1,011
-2% -$169K 0.68% 35
2023
Q4 		$8.58M Sell
56,498
-899
-2% -$126K 0.63% 38
2023
Q3 		$7.3M Buy
57,397
+504
+0.9% +$67.5K 0.59% 45
2023
Q2 		$7.42M Sell
56,893
-997
-2% -$114K 0.59% 39
2023
Q1 		$5.98M Sell
57,890
-1,270
-2% -$123K 0.51% 53
2022
Q4 		$4.97M Buy
59,160
+1,506
+3% +$149K 0.46% 63
2022
Q3 		$6.52M Buy
57,654
+152
+0.3% +$19.2K 0.68% 37
2022
Q2 		$6.11M Buy
57,502
+21,462
+60% +$2.69M 0.55% 46
2022
Q1 		$5.88M Buy
36,040
+5,620
+18% +$868K 0.47% 54
2021
Q4 		$5.07M Buy
+30,420
New +$5.21M 0.42% 59
2021
Q3 		– Sell
-29,800
Closed -$5.13M – 321
2021
Q2 		$5.13M Buy
29,800
+4,140
+16% +$688K 0.52% 49
2021
Q1 		$3.97M Sell
25,660
-1,780
-6% -$282K 0.42% 67
2020
Q4 		$4.47M Buy
+27,440
New +$4.38M 0.5% 51
2020
Q3 		– Sell
-23,460
Closed -$3.24M – 258
2020
Q2 		$3.24M Buy
23,460
+3,640
+18% +$440K 0.49% 53
2020
Q1 		$1.93M Buy
19,820
+1,280
+7% +$124K 0.36% 78
2019
Q4 		$1.71M Buy
+18,540
New +$1.64M 0.31% 75

Other funds holding AMZN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Visionary Wealth Advisors's AMZN Position: Q3 2026 in Review

Visionary Wealth Advisors reduced its Amazon (AMZN) stake by 1.3% in Q3 2026, selling an estimated $300K and leaving 89,277 shares worth $22.2M. The position accounts for 0.87% of the portfolio, ranked #21.

Visionary Wealth Advisors first reported a position in AMZN in Q4 2019 and has held it in 26 quarters since. 5,350 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Visionary Wealth Advisors held 89,277 shares of Amazon worth $22.2M as of Q3 2026.
  • Visionary Wealth Advisors sold 1,181 Amazon shares in Q3 2026, an estimated $300K.
  • Amazon made up 0.87% of Visionary Wealth Advisors's portfolio in Q3 2026, its #21 holding.
  • Visionary Wealth Advisors first reported a position in Amazon in Q4 2019 and has held it in 26 quarters since.
  • 5,350 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.