WBI Investments’s Amazon AMZN Stock Holding History

WBI Investments’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	$1.51M	Buy	7,262 +1,822	+33%	+$401K	0.42%	48
2025 Q4	$1.26M	Sell	5,440 -2,007	-27%	-$459K	0.33%	76
2025 Q3	$1.64M	Sell	7,447 -2,247	-23%	-$509K	0.42%	58
2025 Q2	$2.13M	Buy	9,694 +735	+8%	+$145K	0.55%	42
2025 Q1	$1.7M	Sell	8,959 -3,684	-29%	-$799K	0.45%	64
2024 Q4	$2.77M	Buy	+12,643	New	+$2.59M	0.69%	37
2024 Q2	–	Sell	-10,788	Closed	-$1.95M	–	167
2024 Q1	$1.95M	Sell	10,788 -516	-5%	-$86.1K	0.4%	66
2023 Q4	$1.72M	Buy	+11,304	New	+$1.58M	0.34%	75
2023 Q3	–	Sell	-68,089	Closed	-$8.88M	–	184
2023 Q2	$8.88M	Buy	+68,089	New	+$7.78M	1.61%	12
2021 Q4	–	Sell	-19,600	Closed	-$3.22M	–	179
2021 Q3	$3.22M	Sell	19,600 -2,040	-9%	-$352K	0.54%	47
2021 Q2	$3.72M	Buy	+21,640	New	+$3.6M	0.57%	39
2020 Q3	–	Sell	-68,040	Closed	-$9.39M	–	121
2020 Q2	$9.39M	Buy	+68,040	New	+$8.22M	1.5%	26
2015 Q4	–	Sell	-96,120	Closed	-$2.46M	–	207
2015 Q3	$2.46M	Buy	+96,120	New	+$2.43M	0.09%	98

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WBI Investments's AMZN Position: Q1 2026 in Review

WBI Investments increased its Amazon (AMZN) stake by 33% in Q1 2026, buying an estimated $401K and bringing the position to 7,262 shares worth $1.51M. The position accounts for 0.42% of the portfolio, ranked #48.

WBI Investments first reported a position in AMZN in Q3 2015 and has held it in 13 quarters since. The position peaked at $9.39M in Q2 2020. 5,985 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

WBI Investments held 7,262 shares of Amazon worth $1.51M as of Q1 2026.
WBI Investments bought 1,822 Amazon shares in Q1 2026, an estimated $401K.
Amazon made up 0.42% of WBI Investments's portfolio in Q1 2026, its #48 holding.
WBI Investments first reported a position in Amazon in Q3 2015 and has held it in 13 quarters since.
WBI Investments's Amazon position peaked at $9.39M in Q2 2020.
5,985 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.