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Leeward Financial Partners’s Amazon AMZN Stock Holding History

Leeward Financial Partners’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 		$13.1M Sell
54,781
-1,227
-2% -$308K 3.43% 9
2026
Q1 		$11.7M Buy
56,008
+1,229
+2% +$271K 3.47% 9
2025
Q4 		$12.6M Buy
54,779
+773
+1% +$177K 3.55% 8
2025
Q3 		$11.9M Buy
54,006
+1,083
+2% +$245K 3.37% 9
2025
Q2 		$11.6M Buy
52,923
+4,284
+9% +$848K 3.68% 6
2025
Q1 		$9.25M Sell
48,639
-182
-0.4% -$39.5K 3.46% 8
2024
Q4 		$10.7M Sell
48,821
-1,276
-3% -$261K 3.82% 7
2024
Q3 		$9.33M Sell
50,097
-223
-0.4% -$40.7K 3.52% 8
2024
Q2 		$9.72M Sell
50,320
-385
-0.8% -$70.7K 3.95% 6
2024
Q1 		$9.15M Buy
50,705
+2,841
+6% +$474K 3.87% 6
2023
Q4 		$7.27M Sell
47,864
-1,418
-3% -$199K 3.51% 7
2023
Q3 		$6.26M Buy
49,282
+11,293
+30% +$1.51M 3.47% 8
2023
Q2 		$4.95M Sell
37,989
-3,783
-9% -$432K 2.85% 9
2023
Q1 		$4.31M Buy
41,772
+1,279
+3% +$124K 2.64% 13
2022
Q4 		$3.4M Sell
40,493
-2,226
-5% -$220K 2.35% 15
2022
Q3 		$4.83M Sell
42,719
-525
-1% -$66.4K 3.46% 6
2022
Q2 		$4.59M Buy
43,244
+12,084
+39% +$1.51M 3.15% 10
2022
Q1 		$5.08M Buy
31,160
+2,520
+9% +$389K 3.14% 9
2021
Q4 		$4.78M Buy
+28,640
New +$4.9M 2.98% 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

Leeward Financial Partners's AMZN Position: Q2 2026 in Review

Leeward Financial Partners reduced its Amazon (AMZN) stake by 2.2% in Q2 2026, selling an estimated $308K and leaving 54,781 shares worth $13.1M. The position accounts for 3.43% of the portfolio, ranked #9.

Leeward Financial Partners first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,093 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Leeward Financial Partners held 54,781 shares of Amazon worth $13.1M as of Q2 2026.
  • Leeward Financial Partners sold 1,227 Amazon shares in Q2 2026, an estimated $308K.
  • Amazon made up 3.43% of Leeward Financial Partners's portfolio in Q2 2026, its #9 holding.
  • Leeward Financial Partners first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,093 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.