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 Q2	$2.45M	Buy	10,298 +67	+0.7%	+$16.8K	1.28%	13
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wernau Asset Management's AMZN Position: Q2 2026 in Review

Wernau Asset Management increased its Amazon (AMZN) stake by 0.65% in Q2 2026, buying an estimated $16.8K and bringing the position to 10,298 shares worth $2.45M. The position accounts for 1.28% of the portfolio, ranked #13.

Wernau Asset Management first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.49M in Q4 2024. 6,148 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Wernau Asset Management held 10,298 shares of Amazon worth $2.45M as of Q2 2026.
Wernau Asset Management bought 67 Amazon shares in Q2 2026, an estimated $16.8K.
Amazon made up 1.28% of Wernau Asset Management's portfolio in Q2 2026, its #13 holding.
Wernau Asset Management first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
Wernau Asset Management's Amazon position peaked at $2.49M in Q4 2024.
6,148 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Wernau Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.