Duncan Williams Asset Management’s Amazon AMZN Stock Holding History

Duncan Williams Asset 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	$4.9M	Sell	23,526 -743	-3%	-$164K	1.36%	15
2025 Q4	$5.65M	Sell	24,269 -130	-0.5%	-$29.7K	1.41%	17
2025 Q3	$5.36M	Buy	24,399 +378	+2%	+$85.6K	1.51%	16
2025 Q2	$5.27M	Buy	24,021 +1,320	+6%	+$261K	1.66%	14
2025 Q1	$4.32M	Buy	22,701 +955	+4%	+$207K	1.56%	15
2024 Q4	$4.77M	Buy	21,746 +8,623	+66%	+$1.76M	1.88%	12
2024 Q3	$2.45M	Buy	13,123 +3,277	+33%	+$598K	1.35%	10
2024 Q2	$1.9M	Buy	9,846 +588	+6%	+$108K	1.6%	10
2024 Q1	$1.67M	Buy	+9,258	New	+$1.55M	1.5%	10

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

Duncan Williams Asset Management's AMZN Position: Q1 2026 in Review

Duncan Williams Asset Management reduced its Amazon (AMZN) stake by 3.1% in Q1 2026, selling an estimated $164K and leaving 23,526 shares worth $4.9M. The position accounts for 1.36% of the portfolio, ranked #15.

Duncan Williams Asset Management first reported a position in AMZN in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.65M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Duncan Williams Asset Management held 23,526 shares of Amazon worth $4.9M as of Q1 2026.
Duncan Williams Asset Management sold 743 Amazon shares in Q1 2026, an estimated $164K.
Amazon made up 1.36% of Duncan Williams Asset Management's portfolio in Q1 2026, its #15 holding.
Duncan Williams Asset Management first reported a position in Amazon in Q1 2024 and has held it in 9 quarters since.
Duncan Williams Asset Management's Amazon position peaked at $5.65M in Q4 2025.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.