Wallace Advisory Group’s Amazon AMZN Stock Holding History

Wallace Advisory Group’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	$2.03M	Sell	9,745 -1,818	-16%	-$400K	2.17%	6
2025 Q4	$2.67M	Sell	11,563 -7,020	-38%	-$1.61M	2.8%	4
2025 Q3	$4.08M	Sell	18,583 -6,063	-25%	-$1.37M	3.28%	3
2025 Q2	$4.69M	Buy	24,646 +176	+0.7%	+$34.8K	3.4%	3
2025 Q1	$5.37M	Sell	24,470 -2,777	-10%	-$603K	3.72%	3
2024 Q4	$5.08M	Buy	27,247 +292	+1%	+$59.7K	3.51%	3
2024 Q3	$5.21M	Sell	26,955 -376	-1%	-$68.6K	3.81%	3
2024 Q2	$5.28M	Sell	27,331 -364	-1%	-$66.9K	3.8%	3
2024 Q1	$4.21M	Sell	27,695 -330	-1%	-$55.1K	3.16%	3
2023 Q4	$3.56M	Sell	28,025 -3,431	-11%	-$481K	2.79%	6
2023 Q3	$4.1M	Buy	31,456 +790	+3%	+$106K	2.94%	4
2023 Q2	$3.17M	Hold	30,666	–	–	2.41%	8
2023 Q1	$3.17M	Buy	30,666 +13,034	+74%	+$1.26M	2.41%	8
2022 Q4	$1.48M	Buy	+17,632	New	+$1.74M	1.17%	14

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

Wallace Advisory Group's AMZN Position: Q1 2026 in Review

Wallace Advisory Group reduced its Amazon (AMZN) stake by 16% in Q1 2026, selling an estimated $400K and leaving 9,745 shares worth $2.03M. The position accounts for 2.17% of the portfolio, ranked #6.

Wallace Advisory Group first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.37M in Q1 2025. 5,980 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Wallace Advisory Group held 9,745 shares of Amazon worth $2.03M as of Q1 2026.
Wallace Advisory Group sold 1,818 Amazon shares in Q1 2026, an estimated $400K.
Amazon made up 2.17% of Wallace Advisory Group's portfolio in Q1 2026, its #6 holding.
Wallace Advisory Group first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's Amazon position peaked at $5.37M in Q1 2025.
5,980 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.