Welch & Forbes’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 | $118M | Buy |
567,966
+4,800
| +0.9% | +$1.06M | 1.53% | 17 |
|
|
2025
Q4 | $130M | Buy |
563,166
+13,042
| +2% | +$2.98M | 1.57% | 16 |
|
|
2025
Q3 | $121M | Buy |
550,124
+2,252
| +0.4% | +$510K | 1.45% | 17 |
|
|
2025
Q2 | $120M | Buy |
547,872
+15,150
| +3% | +$3M | 1.5% | 17 |
|
|
2025
Q1 | $101M | Buy |
532,722
+11,255
| +2% | +$2.44M | 1.33% | 23 |
|
|
2024
Q4 | $114M | Buy |
521,467
+769
| +0.1% | +$157K | 1.47% | 16 |
|
|
2024
Q3 | $97M | Buy |
520,698
+33,034
| +7% | +$6.03M | 1.23% | 22 |
|
|
2024
Q2 | $96.1M | Buy |
487,664
+25,557
| +6% | +$4.69M | 1.28% | 22 |
|
|
2024
Q1 | $83.4M | Buy |
462,107
+13,223
| +3% | +$2.21M | 1.14% | 27 |
|
|
2023
Q4 | $68.2M | Buy |
448,884
+6,170
| +1% | +$865K | 1.03% | 31 |
|
|
2023
Q3 | $56.3M | Buy |
442,714
+9,893
| +2% | +$1.33M | 0.93% | 37 |
|
|
2023
Q2 | $56.4M | Buy |
432,821
+3,918
| +0.9% | +$447K | 0.89% | 35 |
|
|
2023
Q1 | $44.3M | Buy |
428,903
+6,270
| +1% | +$606K | 0.75% | 40 |
|
|
2022
Q4 | $35.5M | Sell |
422,633
-21,390
| -5% | -$2.11M | 0.64% | 47 |
|
|
2022
Q3 | $50.2M | Buy |
444,023
+13,766
| +3% | +$1.74M | 0.98% | 35 |
|
|
2022
Q2 | $45.7M | Buy |
430,257
+11,437
| +3% | +$1.43M | 0.84% | 38 |
|
|
2022
Q1 | $68.3M | Buy |
418,820
+31,740
| +8% | +$4.9M | 1.08% | 29 |
|
|
2021
Q4 | $64.5M | Buy |
387,080
+14,940
| +4% | +$2.56M | 0.97% | 30 |
|
|
2021
Q3 | $61.1M | Buy |
372,140
+21,240
| +6% | +$3.66M | 1.02% | 31 |
|
|
2021
Q2 | $60.4M | Buy |
350,900
+41,400
| +13% | +$6.88M | 1.02% | 30 |
|
|
2021
Q1 | $47.9M | Buy |
309,500
+12,660
| +4% | +$2.01M | 0.88% | 33 |
|
|
2020
Q4 | $48.3M | Sell |
296,840
-1,460
| -0.5% | -$233K | 0.95% | 29 |
|
|
2020
Q3 | $47M | Buy |
298,300
+420
| +0.1% | +$66.2K | 1.01% | 28 |
|
|
2020
Q2 | $41.1M | Buy |
297,880
+28,360
| +11% | +$3.43M | 0.96% | 30 |
|
|
2020
Q1 | $26.3M | Buy |
269,520
+21,460
| +9% | +$2.08M | 0.73% | 43 |
|
|
2019
Q4 | $22.9M | Buy |
248,060
+34,360
| +16% | +$3.04M | 0.51% | 57 |
|
|
2019
Q3 | $18.5M | Buy |
213,700
+13,920
| +7% | +$1.29M | 0.44% | 63 |
|
|
2019
Q2 | $18.9M | Buy |
199,780
+19,420
| +11% | +$1.81M | 0.46% | 60 |
|
|
2019
Q1 | $16.1M | Buy |
180,360
+6,400
| +4% | +$533K | 0.4% | 68 |
|
|
2018
Q4 | $13.1M | Buy |
173,960
+124,880
| +254% | +$10.4M | 0.37% | 77 |
|
|
2018
Q3 | $4.92M | Buy |
49,080
+60
| +0.1% | +$5.64K | 0.12% | 132 |
|
|
2018
Q2 | $4.17M | Buy |
49,020
+4,700
| +11% | +$373K | 0.11% | 133 |
|
|
2018
Q1 | $3.21M | Sell |
44,320
-1,660
| -4% | -$119K | 0.08% | 149 |
|
|
2017
Q4 | $2.69M | Buy |
45,980
+760
| +2% | +$41.8K | 0.07% | 147 |
|
|
2017
Q3 | $2.17M | Buy |
45,220
+400
| +0.9% | +$19.6K | 0.06% | 168 |
|
|
2017
Q2 | $2.17M | Sell |
44,820
-6,620
| -13% | -$316K | 0.06% | 161 |
|
|
2017
Q1 | $2.28M | Buy |
51,440
+2,500
| +5% | +$104K | 0.07% | 155 |
|
|
2016
Q4 | $1.83M | Buy |
+48,940
| New | +$1.92M | 0.05% | 166 |
|
|
2016
Q3 | – | Sell |
-33,720
| Closed | -$1.21M | – | 318 |
|
|
2016
Q2 | $1.21M | Buy |
33,720
+1,480
| +5% | +$50.1K | 0.04% | 180 |
|
|
2016
Q1 | $957K | Buy |
32,240
+3,660
| +13% | +$104K | 0.03% | 197 |
|
|
2015
Q4 | $965K | Buy |
28,580
+5,660
| +25% | +$178K | 0.03% | 190 |
|
|
2015
Q3 | $586K | Buy |
22,920
+3,900
| +21% | +$98.6K | 0.02% | 231 |
|
|
2015
Q2 | $413K | Sell |
19,020
-300
| -2% | -$6.27K | 0.01% | 269 |
|
|
2015
Q1 | $359K | Buy |
19,320
+1,700
| +10% | +$29.9K | 0.01% | 274 |
|
|
2014
Q4 | $273K | Buy |
17,620
+2,440
| +16% | +$38K | 0.01% | 311 |
|
|
2014
Q3 | $245K | Buy |
+15,180
| New | +$252K | 0.01% | 319 |
|
|
2014
Q2 | – | Sell |
-13,520
| Closed | -$227K | – | 335 |
|
|
2014
Q1 | $227K | Buy |
13,520
+2,800
| +26% | +$52K | 0.01% | 309 |
|
|
2013
Q4 | $214K | Buy |
+10,720
| New | +$193K | 0.01% | 304 |
|
Other funds holding AMZN
VCM
VPM
Welch & Forbes's AMZN Position: Q1 2026 in Review
Welch & Forbes increased its Amazon (AMZN) stake by 0.85% in Q1 2026, buying an estimated $1.06M and bringing the position to 567,966 shares worth $118M. The position accounts for 1.53% of the portfolio, ranked #17.
Welch & Forbes first reported a position in AMZN in Q4 2013 and has held it in 48 quarters since. The position peaked at $130M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Welch & Forbes held 567,966 shares of Amazon worth $118M as of Q1 2026.
- Welch & Forbes bought 4,800 Amazon shares in Q1 2026, an estimated $1.06M.
- Amazon made up 1.53% of Welch & Forbes's portfolio in Q1 2026, its #17 holding.
- Welch & Forbes first reported a position in Amazon in Q4 2013 and has held it in 48 quarters since.
- Welch & Forbes's Amazon position peaked at $130M in Q4 2025.
- 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Welch & Forbes's 13F filing for Q1 2026, filed 1 May 2026.