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Wambolt & Associates’s Amazon AMZN Stock Holding History

Wambolt & Associates’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
2025
Q2 		$7.6M Sell
34,455
-17
-0% -$3.36K 2.56% 5
2025
Q1 		$6.62M Sell
34,472
-27
-0.1% -$5.86K 2.25% 7
2024
Q4 		$7.57M Sell
34,499
-5,020
-13% -$1.03M 2.42% 5
2024
Q3 		$7.32M Buy
39,519
+4,728
+14% +$863K 2% 7
2024
Q2 		$6.86M Buy
34,791
+4,148
+14% +$762K 1.99% 6
2024
Q1 		$5.55M Buy
30,643
+23,027
+302% +$3.84M 1.66% 10
2023
Q4 		$1.16M Buy
7,616
+178
+2% +$25K 0.38% 89
2023
Q3 		$963K Buy
7,438
+592
+9% +$79.3K 0.35% 104
2023
Q2 		$892K Buy
6,846
+337
+5% +$38.5K 0.32% 111
2023
Q1 		$667K Sell
6,509
-156
-2% -$15.1K 0.24% 135
2022
Q4 		$560K Buy
6,665
+718
+12% +$70.9K 0.22% 141
2022
Q3 		$672K Buy
5,947
+1,427
+32% +$180K 0.29% 121
2022
Q2 		$480K Buy
4,520
+380
+9% +$47.6K 0.19% 150
2022
Q1 		$677K Sell
4,140
-180
-4% -$27.8K 0.25% 129
2021
Q4 		$720K Buy
4,320
+280
+7% +$47.9K 0.26% 123
2021
Q3 		$663K Hold
4,040
– – 0.27% 122
2021
Q2 		$693K Buy
4,040
+840
+26% +$140K 0.29% 115
2021
Q1 		$506K Sell
3,200
-160
-5% -$25.4K 0.26% 127
2020
Q4 		$547K Sell
3,360
-740
-18% -$118K 0.33% 108
2020
Q3 		$645K Sell
4,100
-180
-4% -$28.4K 0.48% 73
2020
Q2 		$590K Buy
4,280
+80
+2% +$9.66K 0.46% 74
2020
Q1 		$409K Sell
4,200
-100
-2% -$9.68K 0.42% 79
2019
Q4 		$397K Sell
4,300
-1,960
-31% -$173K 0.3% 109
2019
Q3 		$543K Buy
6,260
+2,660
+74% +$247K 0.45% 72
2019
Q2 		$341K Hold
3,600
– – 0.29% 118
2019
Q1 		$330K Sell
3,600
-200
-5% -$16.6K 0.3% 110
2018
Q4 		$285K Buy
+3,800
New +$316K 0.31% 108

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wambolt & Associates's AMZN Position: Q2 2025 in Review

Wambolt & Associates reduced its Amazon (AMZN) stake by 0.05% in Q2 2025, selling an estimated $3.36K and leaving 34,455 shares worth $7.6M. The position accounts for 2.56% of the portfolio, ranked #5.

Wambolt & Associates first reported a position in AMZN in Q4 2018 and has held it in 27 quarters since. 5,543 funds tracked by Wall St. Rank hold AMZN as of Q2 2025.

  • Wambolt & Associates held 34,455 shares of Amazon worth $7.6M as of Q2 2025.
  • Wambolt & Associates sold 17 Amazon shares in Q2 2025, an estimated $3.36K.
  • Amazon made up 2.56% of Wambolt & Associates's portfolio in Q2 2025, its #5 holding.
  • Wambolt & Associates first reported a position in Amazon in Q4 2018 and has held it in 27 quarters since.
  • 5,543 funds tracked by Wall St. Rank held Amazon as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.