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Wernau Asset Management’s Amazon AMZN Stock Holding History

Wernau Asset 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
Q1 		$2.13M Buy
10,231
+43
+0.4% +$9.47K 1.49% 15
2025
Q4 		$2.35M Buy
10,188
+322
+3% +$73.7K 1.27% 12
2025
Q3 		$2.17M Sell
9,866
-413
-4% -$93.5K 1.47% 14
2025
Q2 		$2.26M Sell
10,279
-1,039
-9% -$206K 1.57% 12
2025
Q1 		$2.15M Sell
11,318
-38
-0.3% -$8.25K 1.68% 14
2024
Q4 		$2.49M Buy
+11,356
New +$2.32M 1.86% 13

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wernau Asset Management's AMZN Position: Q1 2026 in Review

Wernau Asset Management increased its Amazon (AMZN) stake by 0.42% in Q1 2026, buying an estimated $9.47K and bringing the position to 10,231 shares worth $2.13M. The position accounts for 1.49% of the portfolio, ranked #15.

Wernau Asset Management first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.49M in Q4 2024. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Wernau Asset Management held 10,231 shares of Amazon worth $2.13M as of Q1 2026.
  • Wernau Asset Management bought 43 Amazon shares in Q1 2026, an estimated $9.47K.
  • Amazon made up 1.49% of Wernau Asset Management's portfolio in Q1 2026, its #15 holding.
  • Wernau Asset Management first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Wernau Asset Management's Amazon position peaked at $2.49M in Q4 2024.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Wernau Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.