FWG Investments’s Amazon AMZN Stock Holding History

FWG Investments’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	$627K	Buy	3,009 +696	+30%	+$153K	0.4%	65
2025 Q4	$534K	Sell	2,313 -353	-13%	-$80.8K	0.34%	72
2025 Q3	$585K	Sell	2,666 -233	-8%	-$52.7K	0.4%	60
2025 Q2	$636K	Buy	+2,899	New	+$574K	0.48%	55
2025 Q1	–	Sell	-12,838	Closed	-$2.82M	–	57
2024 Q4	$2.82M	Buy	12,838 +14	+0.1%	+$2.86K	2.19%	5
2024 Q3	$2.39M	Sell	12,824 -759	-6%	-$138K	2.07%	9
2024 Q2	$2.62M	Sell	13,583 -315	-2%	-$57.9K	2.65%	5
2024 Q1	$2.51M	Buy	13,898 +77	+0.6%	+$12.9K	2.72%	7
2023 Q4	$2.1M	Buy	+13,821	New	+$1.94M	2.61%	7

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

FWG Investments's AMZN Position: Q1 2026 in Review

FWG Investments increased its Amazon (AMZN) stake by 30% in Q1 2026, buying an estimated $153K and bringing the position to 3,009 shares worth $627K. The position accounts for 0.4% of the portfolio, ranked #65.

FWG Investments first reported a position in AMZN in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.82M in Q4 2024. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

FWG Investments held 3,009 shares of Amazon worth $627K as of Q1 2026.
FWG Investments bought 696 Amazon shares in Q1 2026, an estimated $153K.
Amazon made up 0.4% of FWG Investments's portfolio in Q1 2026, its #65 holding.
FWG Investments first reported a position in Amazon in Q4 2023 and has held it in 9 quarters since.
FWG Investments's Amazon position peaked at $2.82M in Q4 2024.
5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.