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Wealth Management Associates’s Amazon AMZN Stock Holding History

Wealth Management Associates’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 		$2.64M Sell
12,673
-269
-2% -$59.2K 0.91% 26
2025
Q4 		$2.99M Buy
12,942
+109
+0.8% +$24.9K 1.04% 23
2025
Q3 		$2.82M Buy
12,833
+149
+1% +$33.7K 1% 23
2025
Q2 		$2.78M Buy
12,684
+45
+0.4% +$8.9K 1.08% 23
2025
Q1 		$2.4M Sell
12,639
-100
-0.8% -$21.7K 1.03% 24
2024
Q4 		$2.79M Sell
12,739
-65
-0.5% -$13.3K 1.19% 19
2024
Q3 		$2.39M Buy
12,804
+1,279
+11% +$233K 1.05% 20
2024
Q2 		$2.23M Hold
11,525
– – 1.04% 20
2024
Q1 		$2.23M Sell
11,525
-110
-0.9% -$18.4K 1.04% 20
2023
Q4 		$1.77M Buy
11,635
+65
+0.6% +$9.11K 0.93% 22
2023
Q3 		$1.47M Buy
11,570
+385
+3% +$51.6K 0.86% 26
2023
Q2 		$1.46M Sell
11,185
-197
-2% -$22.5K 0.83% 27
2023
Q1 		$1.18M Sell
11,382
-115
-1% -$11.1K 0.73% 30
2022
Q4 		$966K Sell
11,497
-1,113
-9% -$110K 0.64% 37
2022
Q3 		$1.42M Buy
12,610
+1,240
+11% +$157K 1% 22
2022
Q2 		$1.21M Buy
11,370
+410
+4% +$51.3K 0.82% 27
2022
Q1 		$1.79M Sell
10,960
-660
-6% -$102K 1.01% 20
2021
Q4 		$1.94M Hold
11,620
– – 1.04% 18
2021
Q3 		$1.91M Buy
11,620
+360
+3% +$62.1K 1.12% 16
2021
Q2 		$1.94M Hold
11,260
– – 1.1% 16
2021
Q1 		$1.74M Sell
11,260
-920
-8% -$146K 1.11% 15
2020
Q4 		$1.98M Buy
12,180
+1,360
+13% +$217K 1.3% 15
2020
Q3 		$1.7M Sell
10,820
-220
-2% -$34.7K 1.32% 16
2020
Q2 		$1.52M Sell
11,040
-800
-7% -$96.6K 1.28% 16
2020
Q1 		$1.15M Buy
11,840
+60
+0.5% +$5.81K 1.17% 19
2019
Q4 		$1.09M Buy
11,780
+560
+5% +$49.6K 0.78% 30
2019
Q3 		$974K Buy
11,220
+800
+8% +$74.2K 0.78% 29
2019
Q2 		$987K Sell
10,420
-240
-2% -$22.4K 0.98% 27
2019
Q1 		$949K Buy
10,660
+1,140
+12% +$94.9K 1.03% 27
2018
Q4 		$715K Buy
+9,520
New +$791K 0.96% 28

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 Management Associates's AMZN Position: Q1 2026 in Review

Wealth Management Associates reduced its Amazon (AMZN) stake by 2.1% in Q1 2026, selling an estimated $59.2K and leaving 12,673 shares worth $2.64M. The position accounts for 0.91% of the portfolio, ranked #26.

Wealth Management Associates first reported a position in AMZN in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.99M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Wealth Management Associates held 12,673 shares of Amazon worth $2.64M as of Q1 2026.
  • Wealth Management Associates sold 269 Amazon shares in Q1 2026, an estimated $59.2K.
  • Amazon made up 0.91% of Wealth Management Associates's portfolio in Q1 2026, its #26 holding.
  • Wealth Management Associates first reported a position in Amazon in Q4 2018 and has held it in 30 quarters since.
  • Wealth Management Associates's Amazon position peaked at $2.99M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

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