WorthPointe’s Amazon AMZN Stock Holding History

WorthPointe’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	$730K	Buy	3,504 +66	+2%	+$14.5K	0.2%	62
2025 Q4	$794K	Buy	3,438 +120	+4%	+$27.5K	0.21%	68
2025 Q3	$729K	Sell	3,318 -74	-2%	-$16.8K	0.27%	45
2025 Q2	$744K	Sell	3,392 -429	-11%	-$84.9K	0.31%	38
2025 Q1	$727K	Buy	3,821 +27	+0.7%	+$5.86K	0.33%	38
2024 Q4	$832K	Buy	3,794 +154	+4%	+$31.5K	0.34%	34
2024 Q3	$678K	Buy	3,640 +241	+7%	+$44K	0.29%	38
2024 Q2	$657K	Buy	3,399 +101	+3%	+$18.6K	0.3%	38
2024 Q1	$595K	Buy	3,298 +83	+3%	+$13.9K	0.3%	33
2023 Q4	$489K	Sell	3,215 -970	-23%	-$136K	0.25%	46
2023 Q3	$532K	Buy	4,185 +1,437	+52%	+$193K	0.31%	34
2023 Q2	$358K	Buy	+2,748	New	+$314K	0.22%	38

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WorthPointe's AMZN Position: Q1 2026 in Review

WorthPointe increased its Amazon (AMZN) stake by 1.9% in Q1 2026, buying an estimated $14.5K and bringing the position to 3,504 shares worth $730K. The position accounts for 0.2% of the portfolio, ranked #62.

WorthPointe first reported a position in AMZN in Q2 2023 and has held it in 12 quarters since. The position peaked at $832K in Q4 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

WorthPointe held 3,504 shares of Amazon worth $730K as of Q1 2026.
WorthPointe bought 66 Amazon shares in Q1 2026, an estimated $14.5K.
Amazon made up 0.2% of WorthPointe's portfolio in Q1 2026, its #62 holding.
WorthPointe first reported a position in Amazon in Q2 2023 and has held it in 12 quarters since.
WorthPointe's Amazon position peaked at $832K in Q4 2024.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.