WRPWM
AMZN icon

Werba Rubin Papier Wealth Management’s Amazon AMZN Stock Holding History

Werba Rubin Papier Wealth Management’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 		$4.7M Buy
19,731
+223
+1% +$56K 0.57% 32
2026
Q1 		$4.06M Buy
+19,508
New +$4.3M 0.57% 31
2025
Q4 		– Sell
-15,946
Closed -$3.5M – 238
2025
Q3 		$3.5M Sell
15,946
-570
-3% -$129K 0.57% 31
2025
Q2 		$3.62M Sell
16,516
-184
-1% -$36.4K 0.68% 27
2025
Q1 		$3.18M Sell
16,700
-1,223
-7% -$265K 0.69% 24
2024
Q4 		$3.93M Sell
17,923
-1,036
-5% -$212K 0.93% 17
2024
Q3 		$3.53M Buy
18,959
+1,914
+11% +$349K 0.83% 20
2024
Q2 		$3.29M Sell
17,045
-4
-0% -$735 0.91% 19
2024
Q1 		$3.08M Buy
17,049
+1,633
+11% +$273K 0.89% 17
2023
Q4 		$2.34M Buy
15,416
+31
+0.2% +$4.35K 0.8% 22
2023
Q3 		$1.96M Buy
15,385
+90
+0.6% +$12.1K 0.7% 24
2023
Q2 		$1.99M Buy
15,295
+1,661
+12% +$190K 0.69% 23
2023
Q1 		$1.41M Buy
13,634
+263
+2% +$25.4K 0.55% 28
2022
Q4 		$1.12M Buy
+13,371
New +$1.32M 0.46% 28

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Werba Rubin Papier Wealth Management's AMZN Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Amazon (AMZN) stake by 1.1% in Q2 2026, buying an estimated $56K and bringing the position to 19,731 shares worth $4.7M. The position accounts for 0.57% of the portfolio, ranked #32.

Werba Rubin Papier Wealth Management first reported a position in AMZN in Q4 2022 and has held it in 14 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 19,731 shares of Amazon worth $4.7M as of Q2 2026.
  • Werba Rubin Papier Wealth Management bought 223 Amazon shares in Q2 2026, an estimated $56K.
  • Amazon made up 0.57% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Amazon in Q4 2022 and has held it in 14 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.