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Wescott Financial Advisory Group’s Amazon AMZN Stock Holding History

Wescott Financial Advisory Group’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 		$1.46M Buy
7,021
+1,711
+32% +$377K 0.13% 76
2025
Q4 		$1.23M Buy
5,310
+1,511
+40% +$346K 0.11% 85
2025
Q3 		$834K Sell
3,799
-199
-5% -$45K 0.07% 101
2025
Q2 		$877K Buy
3,998
+231
+6% +$45.7K 0.08% 94
2025
Q1 		$717K Buy
3,767
+119
+3% +$25.8K 0.07% 95
2024
Q4 		$800K Buy
3,648
+1,339
+58% +$274K 0.08% 95
2024
Q3 		$430K Buy
2,309
+113
+5% +$20.6K 0.05% 128
2024
Q2 		$424K Sell
2,196
-1,579
-42% -$290K 0.05% 120
2024
Q1 		$681K Sell
3,775
-411
-10% -$68.6K 0.08% 93
2023
Q4 		$636K Sell
4,186
-318
-7% -$44.6K 0.09% 89
2023
Q3 		$573K Buy
4,504
+90
+2% +$12.1K 0.1% 88
2023
Q2 		$575K Buy
4,414
+602
+16% +$68.7K 0.1% 90
2023
Q1 		$394K Buy
3,812
+486
+15% +$47K 0.09% 108
2022
Q4 		$279K Sell
3,326
-750
-18% -$74.1K 0.06% 127
2022
Q3 		$461K Buy
4,076
+496
+14% +$62.7K 0.13% 89
2022
Q2 		$380K Sell
3,580
-20
-0.6% -$2.5K 0.1% 92
2022
Q1 		$587K Buy
3,600
+360
+11% +$55.6K 0.15% 74
2021
Q4 		$540K Sell
3,240
-980
-23% -$168K 0.28% 39
2021
Q3 		$693K Buy
4,220
+100
+2% +$17.2K 0.39% 30
2021
Q2 		$748K Buy
4,120
+900
+28% +$150K 0.44% 28
2021
Q1 		$498K Hold
3,220
– – 0.32% 34
2020
Q4 		$524K Buy
+3,220
New +$514K 0.37% 28

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

Wescott Financial Advisory Group's AMZN Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Amazon (AMZN) stake by 32% in Q1 2026, buying an estimated $377K and bringing the position to 7,021 shares worth $1.46M. The position accounts for 0.13% of the portfolio, ranked #76.

Wescott Financial Advisory Group first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Wescott Financial Advisory Group held 7,021 shares of Amazon worth $1.46M as of Q1 2026.
  • Wescott Financial Advisory Group bought 1,711 Amazon shares in Q1 2026, an estimated $377K.
  • Amazon made up 0.13% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #76 holding.
  • Wescott Financial Advisory Group first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.