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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
Q2 		$5.63M Buy
23,624
+98
+0.4% +$24.6K 1.27% 16
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
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

Duncan Williams Asset Management's AMZN Position: Q2 2026 in Review

Duncan Williams Asset Management increased its Amazon (AMZN) stake by 0.42% in Q2 2026, buying an estimated $24.6K and bringing the position to 23,624 shares worth $5.63M. The position accounts for 1.27% of the portfolio, ranked #16.

Duncan Williams Asset Management first reported a position in AMZN in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.65M in Q4 2025. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Duncan Williams Asset Management held 23,624 shares of Amazon worth $5.63M as of Q2 2026.
  • Duncan Williams Asset Management bought 98 Amazon shares in Q2 2026, an estimated $24.6K.
  • Amazon made up 1.27% of Duncan Williams Asset Management's portfolio in Q2 2026, its #16 holding.
  • Duncan Williams Asset Management first reported a position in Amazon in Q1 2024 and has held it in 10 quarters since.
  • Duncan Williams Asset Management's Amazon position peaked at $5.65M in Q4 2025.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.