Wellington Shields & Co’s Amazon AMZN Stock Holding History

Wellington Shields & Co’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	$6.38M	Buy	30,623 +387	+1%	+$85.2K	1.63%	10
2025 Q4	$6.98M	Sell	30,236 -32	-0.1%	-$7.32K	1.72%	10
2025 Q3	$6.65M	Buy	30,268 +645	+2%	+$146K	1.73%	10
2025 Q2	$6.5M	Buy	29,623 +1,630	+6%	+$323K	1.84%	8
2025 Q1	$5.33M	Buy	27,993 +234	+0.8%	+$50.8K	1.67%	11
2024 Q4	$6.09M	Sell	27,759 -1,253	-4%	-$256K	1.87%	9
2024 Q3	$5.41M	Buy	29,012 +1,182	+4%	+$216K	1.64%	11
2024 Q2	$5.38M	Buy	27,830 +857	+3%	+$157K	1.75%	9
2024 Q1	$4.87M	Buy	26,973 +923	+4%	+$154K	1.63%	11
2023 Q4	$3.96M	Sell	26,050 -477	-2%	-$66.9K	1.46%	14
2023 Q3	$3.37M	Sell	26,527 -304	-1%	-$40.7K	0.84%	14
2023 Q2	$3.5M	Sell	26,831 -1,651	-6%	-$189K	0.82%	12
2023 Q1	$2.94M	Buy	28,482 +1,234	+5%	+$119K	0.66%	16
2022 Q4	$2.29M	Sell	27,248 -11,987	-31%	-$1.18M	0.52%	27
2022 Q3	$4.43M	Buy	39,235 +2,069	+6%	+$262K	1.93%	7
2022 Q2	$3.95M	Buy	37,166 +4,126	+12%	+$516K	0.96%	9
2022 Q1	$5.38M	Buy	+33,040	New	+$5.11M	1.77%	8
2021 Q4	–	Sell	-27,840	Closed	-$4.57M	–	229
2021 Q3	$4.57M	Sell	27,840 -220	-0.8%	-$37.9K	1.6%	8
2021 Q2	$4.83M	Buy	28,060 +1,560	+6%	+$259K	1.59%	8
2021 Q1	$4.1M	Buy	26,500 +900	+4%	+$143K	1.47%	10
2020 Q4	$4.17M	Buy	25,600 +1,120	+5%	+$179K	1.49%	13
2020 Q3	$3.85M	Buy	24,480 +4,900	+25%	+$772K	1.62%	11
2020 Q2	$2.7M	Buy	19,580 +800	+4%	+$96.6K	1.18%	22
2020 Q1	$1.83M	Buy	18,780 +3,440	+22%	+$333K	1.01%	27
2019 Q4	$1.42M	Sell	15,340 -4,600	-23%	-$407K	0.63%	43
2019 Q3	$1.73M	Buy	19,940 +10,340	+108%	+$959K	2.67%	4
2019 Q2	$909K	Hold	9,600	–	–	0.43%	66
2019 Q1	$855K	Buy	9,600 +1,000	+12%	+$83.2K	0.44%	65
2018 Q4	$646K	Buy	8,600 +500	+6%	+$41.6K	0.37%	74
2018 Q3	$811K	Buy	8,100 +100	+1%	+$9.4K	0.44%	56
2018 Q2	$680K	Buy	8,000 +500	+7%	+$39.7K	0.35%	67
2018 Q1	$543K	Buy	7,500 +1,500	+25%	+$107K	0.29%	80
2017 Q4	$351K	Buy	+6,000	New	+$330K	0.19%	105
2017 Q3	–	Sell	-5,400	Closed	-$261K	–	145
2017 Q2	$261K	Hold	5,400	–	–	0.09%	110
2017 Q1	$239K	Buy	+5,400	New	+$225K	0.07%	114
2016 Q4	–	Sell	-6,000	Closed	-$251K	–	130
2016 Q3	$251K	Hold	6,000	–	–	0.13%	93
2016 Q2	$215K	Buy	+6,000	New	+$203K	0.13%	101

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

Wellington Shields & Co's AMZN Position: Q1 2026 in Review

Wellington Shields & Co increased its Amazon (AMZN) stake by 1.3% in Q1 2026, buying an estimated $85.2K and bringing the position to 30,623 shares worth $6.38M. The position accounts for 1.63% of the portfolio, ranked #10.

Wellington Shields & Co first reported a position in AMZN in Q2 2016 and has held it in 37 quarters since. The position peaked at $6.98M in Q4 2025. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Wellington Shields & Co held 30,623 shares of Amazon worth $6.38M as of Q1 2026.
Wellington Shields & Co bought 387 Amazon shares in Q1 2026, an estimated $85.2K.
Amazon made up 1.63% of Wellington Shields & Co's portfolio in Q1 2026, its #10 holding.
Wellington Shields & Co first reported a position in Amazon in Q2 2016 and has held it in 37 quarters since.
Wellington Shields & Co's Amazon position peaked at $6.98M in Q4 2025.
5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.