Weatherly Asset Management’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$45.6M Sell
218,822
-4,745
-2% -$1.04M 3.69% 3
2025
Q4
$51.6M Sell
223,567
-1,991
-0.9% -$456K 3.97% 3
2025
Q3
$49.5M Sell
225,558
-6,549
-3% -$1.48M 4.08% 4
2025
Q2
$50.9M Sell
232,107
-730
-0.3% -$144K 4.34% 4
2025
Q1
$44.3M Sell
232,837
-2,025
-0.9% -$439K 3.97% 3
2024
Q4
$51.5M Buy
234,862
+708
+0.3% +$145K 4.57% 3
2024
Q3
$43.6M Buy
234,154
+1,677
+0.7% +$306K 3.82% 4
2024
Q2
$44.9M Sell
232,477
-1,098
-0.5% -$202K 4.11% 4
2024
Q1
$42.1M Sell
233,575
-3,683
-2% -$615K 4.08% 4
2023
Q4
$36M Buy
237,258
+266
+0.1% +$37.3K 3.88% 4
2023
Q3
$30.1M Sell
236,992
-3,600
-1% -$482K 3.6% 4
2023
Q2
$31.4M Sell
240,592
-3,634
-1% -$415K 3.66% 4
2023
Q1
$25.2M Sell
244,226
-1,485
-0.6% -$143K 3.27% 5
2022
Q4
$20.6M Sell
245,711
-4,474
-2% -$442K 2.82% 6
2022
Q3
$28.3M Sell
250,185
-2,025
-0.8% -$256K 4.06% 3
2022
Q2
$26.8M Sell
252,210
-6,750
-3% -$845K 3.73% 4
2022
Q1
$42.2M Sell
258,960
-1,300
-0.5% -$201K 4.94% 3
2021
Q4
$43.4M Buy
260,260
+840
+0.3% +$144K 4.81% 3
2021
Q3
$42.6M Sell
259,420
-720
-0.3% -$124K 5.18% 3
2021
Q2
$44.7M Sell
260,140
-740
-0.3% -$123K 5.64% 3
2021
Q1
$40.4M Buy
260,880
+1,420
+0.5% +$225K 5.6% 3
2020
Q4
$42.3M Sell
259,460
-5,820
-2% -$929K 6.07% 3
2020
Q3
$41.8M Sell
265,280
-13,800
-5% -$2.18M 6.74% 3
2020
Q2
$38.5M Sell
279,080
-2,040
-0.7% -$246K 6.81% 3
2020
Q1
$27.4M Sell
281,120
-4,080
-1% -$395K 5.99% 4
2019
Q4
$26.4M Sell
285,200
-1,620
-0.6% -$143K 5.03% 3
2019
Q3
$24.9M Sell
286,820
-28,240
-9% -$2.62M 5.3% 3
2019
Q2
$29.8M Sell
315,060
-3,280
-1% -$306K 5.94% 3
2019
Q1
$28.3M Sell
318,340
-5,060
-2% -$421K 5.79% 3
2018
Q4
$24.3M Buy
323,400
+11,160
+4% +$928K 5.75% 3
2018
Q3
$31.3M Buy
312,240
+4,440
+1% +$418K 6.42% 4
2018
Q2
$26.2M Buy
307,800
+4,260
+1% +$338K 6.1% 4
2018
Q1
$22M Sell
303,540
-2,140
-0.7% -$153K 5.21% 4
2017
Q4
$17.9M Buy
305,680
+6,420
+2% +$353K 4.32% 4
2017
Q3
$14.4M Buy
299,260
+3,740
+1% +$184K 3.82% 4
2017
Q2
$14.3M Buy
295,520
+1,220
+0.4% +$58.2K 4.03% 4
2017
Q1
$13M Buy
294,300
+13,180
+5% +$549K 3.85% 4
2016
Q4
$10.5M Buy
281,120
+13,600
+5% +$533K 3.36% 4
2016
Q3
$11.2M Buy
267,520
+16,000
+6% +$612K 3.71% 4
2016
Q2
$9M Buy
251,520
+13,780
+6% +$466K 2.97% 6
2016
Q1
$7.06M Buy
237,740
+5,420
+2% +$154K 2.44% 7
2015
Q4
$7.85M Buy
232,320
+20,500
+10% +$646K 2.78% 6
2015
Q3
$5.42M Buy
211,820
+7,760
+4% +$196K 2.19% 8
2015
Q2
$4.43M Buy
204,060
+7,540
+4% +$158K 1.69% 15
2015
Q1
$3.66M Buy
196,520
+7,960
+4% +$140K 1.46% 18
2014
Q4
$2.93M Buy
188,560
+1,860
+1% +$29K 1.23% 22
2014
Q3
$3.01M Buy
186,700
+3,960
+2% +$65.9K 1.3% 20
2014
Q2
$2.97M Sell
182,740
-3,480
-2% -$55.1K 1.24% 19
2014
Q1
$3.13M Sell
186,220
-14,300
-7% -$265K 1.45% 17
2013
Q4
$4M Sell
200,520
-36,900
-16% -$664K 1.91% 11
2013
Q3
$3.71M Sell
237,420
-2,260
-0.9% -$33.7K 1.89% 11
2013
Q2
$3.33M Buy
+239,680
New +$3.19M 1.84% 14

Other funds holding AMZN

Weatherly Asset Management's AMZN Position: Q1 2026 in Review

Weatherly Asset Management reduced its Amazon (AMZN) stake by 2.1% in Q1 2026, selling an estimated $1.04M and leaving 218,822 shares worth $45.6M. The position accounts for 3.69% of the portfolio, ranked #3.

Weatherly Asset Management first reported a position in AMZN in Q2 2013 and has held it in 52 quarters since. The position peaked at $51.6M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Weatherly Asset Management held 218,822 shares of Amazon worth $45.6M as of Q1 2026.
  • Weatherly Asset Management sold 4,745 Amazon shares in Q1 2026, an estimated $1.04M.
  • Amazon made up 3.69% of Weatherly Asset Management's portfolio in Q1 2026, its #3 holding.
  • Weatherly Asset Management first reported a position in Amazon in Q2 2013 and has held it in 52 quarters since.
  • Weatherly Asset Management's Amazon position peaked at $51.6M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Weatherly Asset Management's 13F filing for Q1 2026, filed 15 Apr 2026.