CWC Advisors’s Amazon AMZN Stock Holding History

CWC 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 Q2	$1.43M	Sell	5,980 -9	-0.2%	-$2.26K	0.63%	42
2026 Q1	$1.25M	Sell	5,989 -405	-6%	-$89.2K	0.59%	46
2025 Q4	$1.48M	Buy	6,394 +239	+4%	+$54.7K	0.71%	38
2025 Q3	$1.35M	Buy	6,155 +1,930	+46%	+$437K	0.66%	39
2025 Q2	$927K	Buy	4,225 +307	+8%	+$60.8K	0.48%	51
2025 Q1	$745K	Buy	3,918 +2,046	+109%	+$444K	0.42%	56
2024 Q4	$411K	Buy	1,872 +56	+3%	+$11.5K	0.41%	70
2024 Q3	$338K	Buy	+1,816	New	+$331K	0.33%	81

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CWC Advisors's AMZN Position: Q2 2026 in Review

CWC Advisors reduced its Amazon (AMZN) stake by 0.15% in Q2 2026, selling an estimated $2.26K and leaving 5,980 shares worth $1.43M. The position accounts for 0.63% of the portfolio, ranked #42.

CWC Advisors first reported a position in AMZN in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.48M in Q4 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

CWC Advisors held 5,980 shares of Amazon worth $1.43M as of Q2 2026.
CWC Advisors sold 9 Amazon shares in Q2 2026, an estimated $2.26K.
Amazon made up 0.63% of CWC Advisors's portfolio in Q2 2026, its #42 holding.
CWC Advisors first reported a position in Amazon in Q3 2024 and has held it in 8 quarters since.
CWC Advisors's Amazon position peaked at $1.48M in Q4 2025.
6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.