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Wealth Alliance’s Amazon AMZN Stock Holding History

Wealth Alliance’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 		$12.3M Sell
59,161
-1,638
-3% -$361K 1.22% 12
2025
Q4 		$14M Buy
60,799
+438
+0.7% +$100K 1.37% 13
2025
Q3 		$13.3M Sell
60,361
-1,529
-2% -$346K 1.36% 14
2025
Q2 		$13.6M Buy
61,890
+1,112
+2% +$220K 1.52% 11
2025
Q1 		$11.6M Sell
60,778
-2,277
-4% -$494K 1.4% 11
2024
Q4 		$13.8M Sell
63,055
-1,213
-2% -$248K 1.65% 11
2024
Q3 		$12M Sell
64,268
-276
-0.4% -$50.4K 1.43% 10
2024
Q2 		$12.5M Sell
64,544
-5,014
-7% -$921K 1.61% 9
2024
Q1 		$12.5M Sell
69,558
-2,427
-3% -$405K 1.65% 9
2023
Q4 		$10.9M Buy
71,985
+15
+0% +$2.1K 1.53% 7
2023
Q3 		$9.15M Sell
71,970
-1,322
-2% -$177K 1.44% 8
2023
Q2 		$9.55M Buy
73,292
+236
+0.3% +$26.9K 1.43% 8
2023
Q1 		$7.55M Buy
73,056
+19,070
+35% +$1.84M 1.22% 10
2022
Q4 		$4.53M Sell
53,986
-6,597
-11% -$652K 0.81% 13
2022
Q3 		$6.85M Buy
60,583
+441
+0.7% +$55.7K 1.35% 8
2022
Q2 		$6.39M Buy
60,142
+14,582
+32% +$1.82M 1.23% 9
2022
Q1 		$7.43M Buy
45,560
+5,740
+14% +$887K 1.52% 7
2021
Q4 		$6.64M Sell
39,820
-580
-1% -$99.3K 1.33% 10
2021
Q3 		$6.63M Buy
40,400
+2,720
+7% +$469K 1.49% 8
2021
Q2 		$6.48M Buy
37,680
+1,800
+5% +$299K 1.53% 7
2021
Q1 		$5.55M Buy
35,880
+4,680
+15% +$742K 1.56% 7
2020
Q4 		$5.08M Buy
31,200
+1,420
+5% +$227K 1.5% 7
2020
Q3 		$4.69M Sell
29,780
-1,160
-4% -$183K 1.69% 5
2020
Q2 		$4.27M Buy
30,940
+800
+3% +$96.6K 1.69% 8
2020
Q1 		$2.94M Buy
+30,140
New +$2.92M 1.58% 9

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 Alliance's AMZN Position: Q1 2026 in Review

Wealth Alliance reduced its Amazon (AMZN) stake by 2.7% in Q1 2026, selling an estimated $361K and leaving 59,161 shares worth $12.3M. The position accounts for 1.22% of the portfolio, ranked #12.

Wealth Alliance first reported a position in AMZN in Q1 2020 and has held it in 25 quarters since. The position peaked at $14M in Q4 2025. 5,984 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Wealth Alliance held 59,161 shares of Amazon worth $12.3M as of Q1 2026.
  • Wealth Alliance sold 1,638 Amazon shares in Q1 2026, an estimated $361K.
  • Amazon made up 1.22% of Wealth Alliance's portfolio in Q1 2026, its #12 holding.
  • Wealth Alliance first reported a position in Amazon in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Amazon position peaked at $14M in Q4 2025.
  • 5,984 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.