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Wealthspire Advisors (New York)’s Amazon AMZN Stock Holding History

Wealthspire Advisors (New York)’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 		$45.7M Sell
219,404
-34,976
-14% -$7.7M 0.36% 46
2025
Q4 		$58.7M Buy
254,380
+81,816
+47% +$18.7M 0.47% 43
2025
Q3 		$37.9M Sell
172,564
-5,384
-3% -$1.22M 0.2% 57
2025
Q2 		$39M Buy
177,948
+866
+0.5% +$171K 0.22% 51
2025
Q1 		$33.7M Sell
177,082
-9,753
-5% -$2.12M 0.2% 58
2024
Q4 		$41M Buy
186,835
+9,594
+5% +$1.96M 0.41% 44
2024
Q3 		$33M Buy
177,241
+21,223
+14% +$3.87M 0.34% 48
2024
Q2 		$30.2M Buy
156,018
+16,061
+11% +$2.95M 0.39% 38
2024
Q1 		$25.2M Sell
139,957
-6,247
-4% -$1.04M 0.34% 42
2023
Q4 		$22.2M Buy
146,204
+6,206
+4% +$870K 0.32% 42
2023
Q3 		$17.8M Buy
139,998
+10,176
+8% +$1.36M 0.29% 45
2023
Q2 		$16.9M Buy
129,822
+2,884
+2% +$329K 0.28% 49
2023
Q1 		$13.1M Sell
126,938
-14,523
-10% -$1.4M 0.23% 55
2022
Q4 		$11.9M Buy
141,461
+4,034
+3% +$398K 0.22% 61
2022
Q3 		$15.5M Sell
137,427
-10,092
-7% -$1.28M 0.32% 50
2022
Q2 		$15.7M Buy
147,519
+46,619
+46% +$5.83M 0.33% 48
2022
Q1 		$16.4M Sell
100,900
-16,660
-14% -$2.57M 0.37% 37
2021
Q4 		$19.6M Sell
117,560
-18,460
-14% -$3.16M 0.43% 34
2021
Q3 		$22.3M Buy
136,020
+51,100
+60% +$8.81M 0.46% 36
2021
Q2 		$14.6M Sell
84,920
-165,380
-66% -$27.5M 0.38% 34
2021
Q1 		$38.7M Buy
250,300
+109,740
+78% +$17.4M 0.92% 20
2020
Q4 		$22.9M Buy
140,560
+67,980
+94% +$10.8M 0.68% 26
2020
Q3 		$11.4M Buy
72,580
+5,240
+8% +$826K 0.68% 22
2020
Q2 		$9.29M Sell
67,340
-99,240
-60% -$12M 0.65% 24
2020
Q1 		$16.2M Buy
166,580
+131,380
+373% +$12.7M 0.68% 25
2019
Q4 		$3.25M Buy
35,200
+7,340
+26% +$650K 0.24% 30
2019
Q3 		$2.42M Buy
27,860
+21,680
+351% +$2.01M 0.2% 28
2019
Q2 		$585K Buy
+6,180
New +$576K 0.05% 45
2019
Q1 		– Sell
-5,420
Closed -$407K – 89
2018
Q4 		$407K Buy
+5,420
New +$451K 0.04% 42

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

Wealthspire Advisors (New York)'s AMZN Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Amazon (AMZN) stake by 14% in Q1 2026, selling an estimated $7.7M and leaving 219,404 shares worth $45.7M. The position accounts for 0.36% of the portfolio, ranked #46.

Wealthspire Advisors (New York) first reported a position in AMZN in Q4 2018 and has held it in 29 quarters since. The position peaked at $58.7M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Wealthspire Advisors (New York) held 219,404 shares of Amazon worth $45.7M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 34,976 Amazon shares in Q1 2026, an estimated $7.7M.
  • Amazon made up 0.36% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #46 holding.
  • Wealthspire Advisors (New York) first reported a position in Amazon in Q4 2018 and has held it in 29 quarters since.
  • Wealthspire Advisors (New York)'s Amazon position peaked at $58.7M in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.