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WBH Advisory’s Amazon AMZN Stock Holding History

WBH Advisory’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 		$3.85M Buy
18,303
+1,397
+8% +$308K 0.29% 71
2025
Q4 		$3.9M Buy
16,906
+310
+2% +$70.9K 0.29% 72
2025
Q3 		$3.64M Buy
16,596
+64
+0.4% +$14.5K 0.28% 72
2025
Q2 		$3.63M Sell
16,532
-120
-0.7% -$23.7K 0.31% 69
2025
Q1 		$3.17M Buy
16,652
+214
+1% +$46.4K 0.3% 68
2024
Q4 		$3.61M Buy
16,438
+210
+1% +$43K 0.33% 63
2024
Q3 		$3.02M Sell
16,228
-158
-1% -$28.8K 0.29% 69
2024
Q2 		$3.17M Sell
16,386
-345
-2% -$63.4K 0.32% 66
2024
Q1 		$3.02M Buy
16,731
+276
+2% +$46.1K 0.31% 67
2023
Q4 		$2.5M Sell
16,455
-464
-3% -$65K 0.28% 70
2023
Q3 		$2.15M Sell
16,919
-203
-1% -$27.2K 0.26% 77
2023
Q2 		$2.23M Sell
17,122
-285
-2% -$32.5K 0.26% 81
2023
Q1 		$1.8M Buy
+17,407
New +$1.68M 0.22% 95
2022
Q3 		$2.69M Buy
23,810
+50
+0.2% +$6.32K 0.39% 64
2022
Q2 		$2.65M Sell
23,760
-1,020
-4% -$128K 0.35% 66
2022
Q1 		$3.58M Buy
24,780
+460
+2% +$71.1K 0.44% 55
2021
Q4 		$4.05M Sell
24,320
-560
-2% -$95.8K 0.46% 55
2021
Q3 		$4.09M Sell
24,880
-1,780
-7% -$307K 0.55% 44
2021
Q2 		$4.93M Buy
26,660
+2,160
+9% +$359K 0.72% 38
2021
Q1 		$3.79M Buy
24,500
+8,420
+52% +$1.33M 0.61% 42
2020
Q4 		$2.62M Buy
16,080
+100
+0.6% +$16K 0.45% 49
2020
Q3 		$2.52M Buy
15,980
+100
+0.6% +$15.8K 0.51% 44
2020
Q2 		$2.19M Buy
15,880
+640
+4% +$77.3K 0.53% 48
2020
Q1 		$1.49K Buy
15,240
+80
+0.5% +$7.74K 0.35% 57
2019
Q4 		$1.4M Buy
15,160
+560
+4% +$49.6K 0.29% 80
2019
Q3 		$1.27M Sell
14,600
-2,000
-12% -$185K 0.28% 85
2019
Q2 		$1.57M Sell
16,600
-1,680
-9% -$156K 0.36% 68
2019
Q1 		$1.63M Hold
18,280
– – 0.39% 63
2018
Q4 		$1.37K Buy
18,280
+460
+3% +$38.2K 0.33% 68
2018
Q3 		$1.78M Sell
17,820
-360
-2% -$33.9K 0.43% 54
2018
Q2 		$1.54M Buy
18,180
+300
+2% +$23.8K 0.4% 61
2018
Q1 		$1.29M Buy
17,880
+400
+2% +$28.6K 0.35% 71
2017
Q4 		$1.02M Buy
17,480
+1,000
+6% +$55K 0.27% 87
2017
Q3 		$792K Hold
16,480
– – 0.22% 101
2017
Q2 		$797K Buy
16,480
+1,020
+7% +$48.7K 0.22% 95
2017
Q1 		$685K Buy
15,460
+620
+4% +$25.8K 0.21% 104
2016
Q4 		$556K Sell
14,840
-2,000
-12% -$78.4K 0.19% 118
2016
Q3 		$705K Buy
16,840
+1,600
+10% +$61.2K 0.24% 95
2016
Q2 		$545K Hold
15,240
– – 0.21% 108
2016
Q1 		$452K Hold
15,240
– – 0.15% 119
2015
Q4 		$515 Buy
15,240
+1,000
+7% +$31.5K 0.18% 109
2015
Q3 		$364K Hold
14,240
– – 0.15% 137
2015
Q2 		$309K Hold
14,240
– – 0.12% 153
2015
Q1 		$264 Buy
14,240
+240
+2% +$4.22K 0.07% 176
2014
Q4 		$217K Sell
14,000
-1,700
-11% -$26.5K 0.08% 190
2014
Q3 		$253K Buy
15,700
+2,820
+22% +$46.9K 0.09% 174
2014
Q2 		$209K Sell
12,880
-1,000
-7% -$15.8K 0.08% 200
2014
Q1 		$233K Buy
13,880
+140
+1% +$2.6K 0.09% 185
2013
Q4 		$273K Hold
13,740
– – 0.11% 169
2013
Q3 		$215K Buy
+13,740
New +$205K 0.1% 181

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

WBH Advisory's AMZN Position: Q1 2026 in Review

WBH Advisory increased its Amazon (AMZN) stake by 8.3% in Q1 2026, buying an estimated $308K and bringing the position to 18,303 shares worth $3.85M. The position accounts for 0.29% of the portfolio, ranked #71.

WBH Advisory first reported a position in AMZN in Q3 2013 and has held it in 50 quarters since. The position peaked at $4.93M in Q2 2021. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • WBH Advisory held 18,303 shares of Amazon worth $3.85M as of Q1 2026.
  • WBH Advisory bought 1,397 Amazon shares in Q1 2026, an estimated $308K.
  • Amazon made up 0.29% of WBH Advisory's portfolio in Q1 2026, its #71 holding.
  • WBH Advisory first reported a position in Amazon in Q3 2013 and has held it in 50 quarters since.
  • WBH Advisory's Amazon position peaked at $4.93M in Q2 2021.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.