Wellington Shields Capital 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 | $23M | Buy |
110,251
+4,809
| +5% | +$1.06M | 3.45% | 5 |
|
|
2025
Q4 | $24.3M | Buy |
105,442
+1,900
| +2% | +$435K | 3.55% | 5 |
|
|
2025
Q3 | $22.7M | Buy |
103,542
+4,703
| +5% | +$1.06M | 3.45% | 6 |
|
|
2025
Q2 | $21.7M | Buy |
98,839
+1,193
| +1% | +$236K | 3.67% | 5 |
|
|
2025
Q1 | $18.6M | Sell |
97,646
-269,377
| -73% | -$58.5M | 3.37% | 5 |
|
|
2024
Q4 | $20.6M | Buy |
367,023
+271,693
| +285% | +$55.6M | 3.65% | 5 |
|
|
2024
Q3 | $17.8M | Buy |
95,330
+1,256
| +1% | +$229K | 3.09% | 5 |
|
|
2024
Q2 | $18.2M | Buy |
94,074
+2,283
| +2% | +$419K | 3.31% | 4 |
|
|
2024
Q1 | $16.6M | Buy |
91,791
+8,395
| +10% | +$1.4M | 3.12% | 5 |
|
|
2023
Q4 | $12.7M | Buy |
83,396
+2,185
| +3% | +$306K | 1.58% | 8 |
|
|
2023
Q3 | $10.3M | Buy |
81,211
+2,970
| +4% | +$398K | 1.36% | 8 |
|
|
2023
Q2 | $10.2M | Buy |
78,241
+1,295
| +2% | +$148K | 1.25% | 9 |
|
|
2023
Q1 | $7.95M | Sell |
76,946
-2,734
| -3% | -$264K | 0.96% | 11 |
|
|
2022
Q4 | $6.69M | Sell |
79,680
-39,379
| -33% | -$3.89M | 0.81% | 15 |
|
|
2022
Q3 | $13.5M | Buy |
119,059
+4,190
| +4% | +$530K | 3.2% | 4 |
|
|
2022
Q2 | $12.2M | Buy |
114,869
+7,569
| +7% | +$947K | 1.51% | 6 |
|
|
2022
Q1 | $17.5M | Sell |
107,300
-7,720
| -7% | -$1.19M | 1.91% | 6 |
|
|
2021
Q4 | $19.2M | Buy |
115,020
+8,860
| +8% | +$1.52M | 2.45% | 4 |
|
|
2021
Q3 | $17.4M | Sell |
106,160
-11,080
| -9% | -$1.91M | 2.38% | 5 |
|
|
2021
Q2 | $20.2M | Buy |
117,240
+1,940
| +2% | +$322K | 2.44% | 5 |
|
|
2021
Q1 | $17.8M | Buy |
115,300
+280
| +0.2% | +$44.4K | 1.69% | 9 |
|
|
2020
Q4 | $18.7M | Buy |
115,020
+12,700
| +12% | +$2.03M | 2.51% | 5 |
|
|
2020
Q3 | $16.1M | Sell |
102,320
-24,040
| -19% | -$3.79M | 2.55% | 4 |
|
|
2020
Q2 | $17.4M | Sell |
126,360
-420
| -0.3% | -$50.7K | 2.8% | 4 |
|
|
2020
Q1 | $12.4M | Buy |
126,780
+7,500
| +6% | +$726K | 2.33% | 4 |
|
|
2019
Q4 | $11M | Buy |
119,280
+11,680
| +11% | +$1.03M | 1.69% | 6 |
|
|
2019
Q3 | $9.34M | Buy |
107,600
+4,640
| +5% | +$430K | 1.52% | 8 |
|
|
2019
Q2 | $9.75M | Buy |
102,960
+20,580
| +25% | +$1.92M | 1.62% | 7 |
|
|
2019
Q1 | $7.33M | Sell |
82,380
-2,760
| -3% | -$230K | 1.25% | 12 |
|
|
2018
Q4 | $6.39M | Buy |
85,140
+6,720
| +9% | +$559K | 1.21% | 13 |
|
|
2018
Q3 | $7.85M | Sell |
78,420
-4,520
| -5% | -$425K | 1.27% | 11 |
|
|
2018
Q2 | $7.05M | Sell |
82,940
-16,960
| -17% | -$1.35M | 1.17% | 8 |
|
|
2018
Q1 | $7.23M | Sell |
99,900
-25,020
| -20% | -$1.79M | 1.09% | 10 |
|
|
2017
Q4 | $7.3M | Sell |
124,920
-5,900
| -5% | -$325K | 1.13% | 10 |
|
|
2017
Q3 | $6.29M | Sell |
130,820
-2,740
| -2% | -$135K | 1.03% | 13 |
|
|
2017
Q2 | $6.46M | Sell |
133,560
-3,320
| -2% | -$158K | 1.05% | 11 |
|
|
2017
Q1 | $6.07M | Buy |
136,880
+8,680
| +7% | +$362K | 0.98% | 12 |
|
|
2016
Q4 | $4.81M | Buy |
128,200
+9,260
| +8% | +$363K | 0.8% | 17 |
|
|
2016
Q3 | $4.98M | Buy |
118,940
+12,600
| +12% | +$482K | 0.87% | 20 |
|
|
2016
Q2 | $3.81M | Sell |
106,340
-21,580
| -17% | -$730K | 0.64% | 32 |
|
|
2016
Q1 | $3.8M | Buy |
127,920
+42,460
| +50% | +$1.21M | 0.67% | 30 |
|
|
2015
Q4 | $2.89M | Buy |
85,460
+38,760
| +83% | +$1.22M | 0.49% | 44 |
|
|
2015
Q3 | $1.2M | Hold |
46,700
| – | – | 0.21% | 92 |
|
|
2015
Q2 | $1.01M | Sell |
46,700
-13,600
| -23% | -$284K | 0.16% | 128 |
|
|
2015
Q1 | $1.12M | Sell |
60,300
-14,800
| -20% | -$260K | 0.17% | 113 |
|
|
2014
Q4 | $1.17M | Sell |
75,100
-6,200
| -8% | -$96.6K | 0.19% | 113 |
|
|
2014
Q3 | $1.31M | Buy |
81,300
+1,200
| +1% | +$20K | 0.22% | 104 |
|
|
2014
Q2 | $1.3M | Buy |
80,100
+11,000
| +16% | +$174K | 0.2% | 105 |
|
|
2014
Q1 | $1.16M | Buy |
69,100
+13,200
| +24% | +$245K | 0.2% | 105 |
|
|
2013
Q4 | $1.11M | Buy |
+55,900
| New | +$1.01M | 0.2% | 103 |
|
|
2013
Q3 | – | Sell |
-16,000
| Closed | -$222K | – | 321 |
|
|
2013
Q2 | $222K | Buy |
+16,000
| New | +$213K | 0.04% | 297 |
|
Other funds holding AMZN
VCM
VPM
Wellington Shields Capital Management's AMZN Position: Q1 2026 in Review
Wellington Shields Capital Management increased its Amazon (AMZN) stake by 4.6% in Q1 2026, buying an estimated $1.06M and bringing the position to 110,251 shares worth $23M. The position accounts for 3.45% of the portfolio, ranked #5.
Wellington Shields Capital Management first reported a position in AMZN in Q2 2013 and has held it in 51 quarters since. The position peaked at $24.3M in Q4 2025. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Wellington Shields Capital Management held 110,251 shares of Amazon worth $23M as of Q1 2026.
- Wellington Shields Capital Management bought 4,809 Amazon shares in Q1 2026, an estimated $1.06M.
- Amazon made up 3.45% of Wellington Shields Capital Management's portfolio in Q1 2026, its #5 holding.
- Wellington Shields Capital Management first reported a position in Amazon in Q2 2013 and has held it in 51 quarters since.
- Wellington Shields Capital Management's Amazon position peaked at $24.3M in Q4 2025.
- 5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Wellington Shields Capital Management's 13F filing for Q1 2026, filed 4 May 2026.