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CWS Financial Advisors’s Amazon AMZN Stock Holding History

CWS Financial 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 		$1.63M Buy
6,835
+16
+0.2% +$4.02K 0.36% 43
2026
Q1 		$1.42M Hold
6,819
– – 0.36% 46
2025
Q4 		$1.57M Sell
6,819
-299
-4% -$68.4K 0.43% 38
2025
Q3 		$1.56M Buy
7,118
+21
+0.3% +$4.75K 0.43% 34
2025
Q2 		$1.56M Buy
7,097
+210
+3% +$41.6K 0.45% 31
2025
Q1 		$1.31M Sell
6,887
-263
-4% -$57.1K 0.41% 33
2024
Q4 		$1.57M Sell
7,150
-5
-0.1% -$1.02K 0.51% 28
2024
Q3 		$1.33M Buy
7,155
+275
+4% +$50.2K 0.47% 28
2024
Q2 		$1.33M Buy
6,880
+172
+3% +$31.6K 0.52% 25
2024
Q1 		$1.21M Sell
6,708
-1,121
-14% -$187K 0.5% 26
2023
Q4 		$1.19M Buy
7,829
+275
+4% +$38.5K 0.45% 32
2023
Q3 		$960K Buy
7,554
+232
+3% +$31.1K 0.39% 41
2023
Q2 		$954K Sell
7,322
-702
-9% -$80.2K 0.36% 45
2023
Q1 		$829K Buy
8,024
+7,724
+2,575% +$746K 0.33% 49
2022
Q4 		$928K Sell
300
-7,466
-96% -$738K 0.4% 41
2022
Q3 		$878K Buy
7,766
+353
+5% +$44.6K 0.42% 35
2022
Q2 		$787K Buy
7,413
+713
+11% +$89.2K 0.36% 49
2022
Q1 		$1.09M Hold
6,700
– – 0.41% 32
2021
Q4 		$1.12M Buy
+6,700
New +$1.15M 0.39% 34
2021
Q2 		$984K Sell
5,720
-280
-5% -$46.5K 0.39% 37
2021
Q1 		$928K Sell
6,000
-520
-8% -$82.4K 0.4% 41
2020
Q4 		$1.06M Sell
6,520
-360
-5% -$57.4K 0.62% 25
2020
Q3 		$1.08M Buy
6,880
+160
+2% +$25.2K 0.72% 19
2020
Q2 		$927K Buy
6,720
+1,500
+29% +$181K 0.67% 21
2020
Q1 		$482K Sell
5,220
-700
-12% -$67.8K 0.36% 65
2019
Q4 		$547K Buy
+5,920
New +$524K 0.4% 48

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CWS Financial Advisors's AMZN Position: Q2 2026 in Review

CWS Financial Advisors increased its Amazon (AMZN) stake by 0.23% in Q2 2026, buying an estimated $4.02K and bringing the position to 6,835 shares worth $1.63M. The position accounts for 0.36% of the portfolio, ranked #43.

CWS Financial Advisors first reported a position in AMZN in Q4 2019 and has held it in 26 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • CWS Financial Advisors held 6,835 shares of Amazon worth $1.63M as of Q2 2026.
  • CWS Financial Advisors bought 16 Amazon shares in Q2 2026, an estimated $4.02K.
  • Amazon made up 0.36% of CWS Financial Advisors's portfolio in Q2 2026, its #43 holding.
  • CWS Financial Advisors first reported a position in Amazon in Q4 2019 and has held it in 26 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.