WAM
AMZN icon

Wakefield Asset Management’s Amazon AMZN Stock Holding History

Wakefield 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 		$1.94M Hold
9,334
– – 0.52% 56
2025
Q4 		$2.15M Hold
9,334
– – 0.58% 49
2025
Q3 		$2.05M Hold
9,334
– – 0.56% 52
2025
Q2 		$2.05M Hold
9,334
– – 0.57% 51
2025
Q1 		$1.78M Buy
+9,334
New +$2.03M 0.54% 59
2020
Q4 		– Sell
-1,440
Closed -$227K – 161
2020
Q3 		$227K Buy
+1,440
New +$227K 0.11% 148
2019
Q2 		– Sell
-27,200
Closed -$2.42M – 176
2019
Q1 		$2.42M Buy
27,200
+2,920
+12% +$243K 0.88% 46
2018
Q4 		$1.82M Sell
24,280
-13,220
-35% -$1.1M 0.79% 46
2018
Q3 		$3.76M Buy
+37,500
New +$3.53M 1.47% 27

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State Street
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Fidelity Investments
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return