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Wealth Advisors of Iowa’s Amazon AMZN Stock Holding History

Wealth Advisors of Iowa’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 		$1.79M Sell
8,599
-286
-3% -$63K 0.55% 31
2025
Q4 		$2.05M Sell
8,885
-498
-5% -$114K 0.67% 24
2025
Q3 		$2.06M Buy
9,383
+393
+4% +$89K 0.7% 23
2025
Q2 		$1.97M Buy
8,990
+786
+10% +$156K 0.74% 22
2025
Q1 		$1.56M Buy
8,204
+260
+3% +$56.4K 0.67% 25
2024
Q4 		$1.74M Buy
7,944
+43
+0.5% +$8.8K 0.88% 18
2024
Q3 		$1.47M Sell
7,901
-26
-0.3% -$4.74K 0.75% 18
2024
Q2 		$1.53M Buy
7,927
+6
+0.1% +$1.1K 0.85% 12
2024
Q1 		$1.43M Sell
7,921
-440
-5% -$73.4K 0.87% 17
2023
Q4 		$1.27M Sell
8,361
-70
-0.8% -$9.81K 0.85% 18
2023
Q3 		$1.07M Buy
8,431
+222
+3% +$29.7K 0.75% 17
2023
Q2 		$1.07M Buy
8,209
+140
+2% +$16K 0.77% 15
2023
Q1 		$833K Sell
8,069
-463
-5% -$44.7K 0.65% 18
2022
Q4 		$717K Sell
8,532
-140
-2% -$13.8K 0.59% 20
2022
Q3 		$980K Sell
8,672
-8,264
-49% -$1.04M 0.92% 12
2022
Q2 		$2.73M Buy
16,936
+11,016
+186% +$1.38M 0.48% 21
2022
Q1 		$965K Sell
5,920
-420
-7% -$64.9K 0.48% 21
2021
Q4 		$1.06M Buy
6,340
+1,160
+22% +$199K 0.58% 16
2021
Q3 		$851K Buy
5,180
+360
+7% +$62.1K 0.46% 20
2021
Q2 		$829K Buy
4,820
+320
+7% +$53.2K 0.43% 21
2021
Q1 		$696K Buy
4,500
+80
+2% +$12.7K 0.39% 23
2020
Q4 		$720K Buy
4,420
+760
+21% +$121K 0.45% 19
2020
Q3 		$576K Sell
3,660
-520
-12% -$82K 0.4% 15
2020
Q2 		$577K Sell
4,180
-300
-7% -$36.2K 0.43% 14
2020
Q1 		$437K Buy
+4,480
New +$434K 0.35% 13

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

Wealth Advisors of Iowa's AMZN Position: Q1 2026 in Review

Wealth Advisors of Iowa reduced its Amazon (AMZN) stake by 3.2% in Q1 2026, selling an estimated $63K and leaving 8,599 shares worth $1.79M. The position accounts for 0.55% of the portfolio, ranked #31.

Wealth Advisors of Iowa first reported a position in AMZN in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.73M in Q2 2022. 5,984 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Wealth Advisors of Iowa held 8,599 shares of Amazon worth $1.79M as of Q1 2026.
  • Wealth Advisors of Iowa sold 286 Amazon shares in Q1 2026, an estimated $63K.
  • Amazon made up 0.55% of Wealth Advisors of Iowa's portfolio in Q1 2026, its #31 holding.
  • Wealth Advisors of Iowa first reported a position in Amazon in Q1 2020 and has held it in 25 quarters since.
  • Wealth Advisors of Iowa's Amazon position peaked at $2.73M in Q2 2022.
  • 5,984 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q1 2026, filed 13 May 2026.