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Whalen Wealth Management’s Amazon AMZN Stock Holding History

Whalen Wealth Management’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 		$5.51M Buy
26,439
+2,659
+11% +$585K 2.95% 5
2025
Q4 		$5.49M Buy
23,780
+10,846
+84% +$2.48M 2.95% 4
2025
Q3 		$2.84M Buy
12,934
+2,398
+23% +$543K 1.66% 12
2025
Q2 		$2.31M Sell
10,536
-3,984
-27% -$788K 1.45% 11
2025
Q1 		$2.76M Sell
14,520
-5,596
-28% -$1.21M 1.84% 14
2024
Q4 		$4.41M Sell
20,116
-2,180
-10% -$446K 3.06% 4
2024
Q3 		$4.15M Buy
22,296
+2,022
+10% +$369K 2.94% 4
2024
Q2 		$3.92M Buy
20,274
+197
+1% +$36.2K 3.11% 7
2024
Q1 		$3.62M Buy
20,077
+6,062
+43% +$1.01M 2.68% 5
2023
Q4 		$2.13M Buy
+14,015
New +$1.96M 1.92% 6

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

Whalen Wealth Management's AMZN Position: Q1 2026 in Review

Whalen Wealth Management increased its Amazon (AMZN) stake by 11% in Q1 2026, buying an estimated $585K and bringing the position to 26,439 shares worth $5.51M. The position accounts for 2.95% of the portfolio, ranked #5.

Whalen Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. 5,981 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Whalen Wealth Management held 26,439 shares of Amazon worth $5.51M as of Q1 2026.
  • Whalen Wealth Management bought 2,659 Amazon shares in Q1 2026, an estimated $585K.
  • Amazon made up 2.95% of Whalen Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Whalen Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
  • 5,981 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.