Websterrogers Financial Advisors’s Amazon AMZN Stock Holding History

Websterrogers Financial Advisors’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 Q2	$203K	Buy	+852	New	+$214K	0.05%	100
2024 Q2	–	Sell	-1,759	Closed	-$317K	–	69
2024 Q1	$317K	Buy	1,759 +8	+0.5%	+$1.33K	0.11%	57
2023 Q4	$266K	Buy	1,751 +14	+0.8%	+$1.96K	0.11%	62
2023 Q3	$221K	Buy	1,737 +23	+1%	+$3.08K	0.1%	63
2023 Q2	$223K	Buy	+1,714	New	+$196K	0.1%	59
2022 Q2	–	Sell	-1,720	Closed	-$281K	–	57
2022 Q1	$281K	Buy	1,720 +160	+10%	+$24.7K	0.14%	56
2021 Q4	$260K	Buy	1,560 +80	+5%	+$13.7K	0.06%	58
2021 Q3	$243K	Buy	1,480 +100	+7%	+$17.2K	0.06%	54
2021 Q2	$245K	Hold	1,380	–	–	0.06%	56
2021 Q1	$213K	Buy	+1,380	New	+$219K	0.06%	50

Other funds holding AMZN

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Websterrogers Financial Advisors's AMZN Position: Q2 2026 in Review

Websterrogers Financial Advisors opened a new position in Amazon (AMZN) in Q2 2026: 852 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #100 among its holdings. This is a return to the name: Websterrogers Financial Advisors previously reported a position in AMZN as recently as Q1 2024.

Websterrogers Financial Advisors first reported a position in AMZN in Q1 2021 and has held it in 10 quarters since. The position peaked at $317K in Q1 2024. 1,179 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Websterrogers Financial Advisors held 852 shares of Amazon worth $203K as of Q2 2026.
Amazon was a new Websterrogers Financial Advisors position in Q2 2026.
Amazon made up 0.05% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #100 holding.
Websterrogers Financial Advisors first reported a position in Amazon in Q1 2021 and has held it in 10 quarters since.
Websterrogers Financial Advisors's Amazon position peaked at $317K in Q1 2024.
1,179 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.