WE
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Wealth Effects’s Amazon AMZN Stock Holding History

Wealth Effects’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 		$13.2M Buy
63,605
+1,658
+3% +$365K 4.69% 3
2025
Q4 		$14.3M Sell
61,947
-115
-0.2% -$26.3K 4.47% 4
2025
Q3 		$13.6M Buy
62,062
+2,261
+4% +$512K 4.38% 4
2025
Q2 		$13.1M Buy
59,801
+970
+2% +$192K 4.91% 4
2025
Q1 		$11.2M Sell
58,831
-1,666
-3% -$362K 4.7% 4
2024
Q4 		$13.3M Sell
60,497
-668
-1% -$137K 4.71% 4
2024
Q3 		$11.4M Buy
61,165
+450
+0.7% +$82.1K 3.99% 4
2024
Q2 		$11.7M Sell
60,715
-58
-0.1% -$10.7K 4.25% 4
2024
Q1 		$11M Sell
60,773
-1,865
-3% -$311K 4.04% 4
2023
Q4 		$9.52M Buy
62,638
+5,375
+9% +$753K 3.58% 4
2023
Q3 		$7.28M Sell
57,263
-711
-1% -$95.3K 3.59% 4
2023
Q2 		$7.56M Buy
57,974
+834
+1% +$95.2K 3.33% 4
2023
Q1 		$5.9M Sell
57,140
-955
-2% -$92.3K 3.02% 5
2022
Q4 		$4.88M Sell
58,095
-1,506
-3% -$149K 2.79% 5
2022
Q3 		$6.74M Sell
59,601
-1,080
-2% -$137K 4.12% 3
2022
Q2 		$6.45M Buy
60,681
+2,061
+4% +$258K 3.88% 2
2022
Q1 		$9.55M Buy
58,620
+120
+0.2% +$18.5K 4.46% 3
2021
Q4 		$9.75M Buy
+58,500
New +$10M 4.05% 3

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 Effects's AMZN Position: Q1 2026 in Review

Wealth Effects increased its Amazon (AMZN) stake by 2.7% in Q1 2026, buying an estimated $365K and bringing the position to 63,605 shares worth $13.2M. The position accounts for 4.69% of the portfolio, ranked #3.

Wealth Effects first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.3M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Wealth Effects held 63,605 shares of Amazon worth $13.2M as of Q1 2026.
  • Wealth Effects bought 1,658 Amazon shares in Q1 2026, an estimated $365K.
  • Amazon made up 4.69% of Wealth Effects's portfolio in Q1 2026, its #3 holding.
  • Wealth Effects first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • Wealth Effects's Amazon position peaked at $14.3M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.