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Vista Cima Wealth Management’s Amazon AMZN Stock Holding History

Vista Cima Wealth Management’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 		$1.46M Sell
7,032
-2,922
-29% -$643K 1.45% 23
2025
Q4 		$2.3M Buy
9,954
+3,455
+53% +$790K 1.92% 16
2025
Q3 		$1.43M Sell
6,499
-3,752
-37% -$849K 1.19% 20
2025
Q2 		$2.25M Buy
10,251
+234
+2% +$46.3K 2.1% 15
2025
Q1 		$1.91M Buy
10,017
+1,107
+12% +$240K 2.05% 16
2024
Q4 		$1.95M Buy
+8,910
New +$1.82M 2.03% 16

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

Vista Cima Wealth Management's AMZN Position: Q1 2026 in Review

Vista Cima Wealth Management reduced its Amazon (AMZN) stake by 29% in Q1 2026, selling an estimated $643K and leaving 7,032 shares worth $1.46M. The position accounts for 1.45% of the portfolio, ranked #23.

Vista Cima Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.3M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Vista Cima Wealth Management held 7,032 shares of Amazon worth $1.46M as of Q1 2026.
  • Vista Cima Wealth Management sold 2,922 Amazon shares in Q1 2026, an estimated $643K.
  • Amazon made up 1.45% of Vista Cima Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Vista Cima Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Vista Cima Wealth Management's Amazon position peaked at $2.3M in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Vista Cima Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.