Johnson & White Wealth Management’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2.5M Hold
10,052
– – 0.91% 27
2026
Q2
$2.4M Buy
10,052
+398
+4% +$100K 0.9% 25
2026
Q1
$2.01M Sell
9,654
-404
-4% -$89K 0.85% 26
2025
Q4
$2.32M Buy
10,058
+17
+0.2% +$3.89K 1.01% 24
2025
Q3
$2.2M Buy
10,041
+924
+10% +$209K 1.01% 24
2025
Q2
$2M Buy
9,117
+165
+2% +$32.7K 1.01% 26
2025
Q1
$1.7M Buy
8,952
+88
+1% +$19.1K 0.96% 28
2024
Q4
$1.95M Buy
8,864
+268
+3% +$54.8K 1.18% 22
2024
Q3
$1.6M Buy
8,596
+410
+5% +$74.8K 1.38% 19
2024
Q2
$1.58M Buy
8,186
+849
+12% +$156K 1.51% 18
2024
Q1
$1.32M Buy
7,337
+728
+11% +$122K 0.96% 29
2023
Q4
$1M Sell
6,609
-87
-1% -$12.2K 0.83% 32
2023
Q3
$851K Buy
+6,696
New +$897K 0.77% 33
2023
Q2
– Sell
-6,571
Closed -$679K – 39
2023
Q1
$679K Sell
6,571
-3,199
-33% -$309K 0.6% 41
2022
Q4
$621K Buy
9,770
+5,169
+112% +$511K 0.63% 43
2022
Q3
$520K Buy
+4,601
New +$582K 0.59% 45

Other funds holding AMZN

Johnson & White Wealth Management's AMZN Position: Q3 2026 in Review

Johnson & White Wealth Management held its Amazon (AMZN) position steady in Q3 2026 at 10,052 shares worth $2.5M. The position accounts for 0.91% of the portfolio, ranked #27.

Johnson & White Wealth Management first reported a position in AMZN in Q3 2022 and has held it in 16 quarters since. 3,702 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Johnson & White Wealth Management held 10,052 shares of Amazon worth $2.5M as of Q3 2026.
  • Johnson & White Wealth Management left its Amazon share count unchanged in Q3 2026.
  • Amazon made up 0.91% of Johnson & White Wealth Management's portfolio in Q3 2026, its #27 holding.
  • Johnson & White Wealth Management first reported a position in Amazon in Q3 2022 and has held it in 16 quarters since.
  • 3,702 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Johnson & White Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.