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Wealth Preservation Advisors’s Amazon AMZN Stock Holding History

Wealth Preservation Advisors’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 		$15.1M Sell
72,376
-12,037
-14% -$2.65M 12.52% 2
2025
Q4 		$19.5M Buy
84,413
+10
+0% +$2.29K 9.81% 2
2025
Q3 		$18.5M Sell
84,403
-820
-1% -$186K 10.78% 2
2025
Q2 		$18.7M Sell
85,223
-1,415
-2% -$280K 11.53% 1
2025
Q1 		$16.5M Buy
+86,638
New +$18.8M 11.78% 1

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 Preservation Advisors's AMZN Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its Amazon (AMZN) stake by 14% in Q1 2026, selling an estimated $2.65M and leaving 72,376 shares worth $15.1M. The position accounts for 12.52% of the portfolio, ranked #2.

Wealth Preservation Advisors first reported a position in AMZN in Q1 2025 and has held it in 5 quarters since. The position peaked at $19.5M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Wealth Preservation Advisors held 72,376 shares of Amazon worth $15.1M as of Q1 2026.
  • Wealth Preservation Advisors sold 12,037 Amazon shares in Q1 2026, an estimated $2.65M.
  • Amazon made up 12.52% of Wealth Preservation Advisors's portfolio in Q1 2026, its #2 holding.
  • Wealth Preservation Advisors first reported a position in Amazon in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Amazon position peaked at $19.5M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.