West Branch Capital’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.7M | Buy |
95,216
+356
| +0.4% | +$89.4K | 5.27% | 5 |
|
|
2026
Q1 | $19.8M | Buy |
94,860
+1,926
| +2% | +$424K | 5.29% | 5 |
|
|
2025
Q4 | $21.5M | Sell |
92,934
-875
| -0.9% | -$200K | 5.53% | 5 |
|
|
2025
Q3 | $20.6M | Buy |
93,809
+3,887
| +4% | +$880K | 5.4% | 5 |
|
|
2025
Q2 | $19.7M | Buy |
89,922
+2,714
| +3% | +$537K | 5.83% | 4 |
|
|
2025
Q1 | $16.6M | Buy |
87,208
+2,120
| +2% | +$460K | 5.54% | 4 |
|
|
2024
Q4 | $18.7M | Buy |
85,088
+2,319
| +3% | +$474K | 5.95% | 4 |
|
|
2024
Q3 | $15.4M | Buy |
82,769
+4,243
| +5% | +$774K | 5.33% | 4 |
|
|
2024
Q2 | $15.2M | Sell |
78,526
-252
| -0.3% | -$46.3K | 5.64% | 5 |
|
|
2024
Q1 | $14.2M | Buy |
78,778
+3,547
| +5% | +$592K | 5.73% | 4 |
|
|
2023
Q4 | $11.4M | Buy |
75,231
+2,606
| +4% | +$365K | 5.37% | 4 |
|
|
2023
Q3 | $9.23M | Sell |
72,625
-104
| -0.1% | -$13.9K | 4.84% | 5 |
|
|
2023
Q2 | $9.48M | Sell |
72,729
-17
| -0% | -$1.94K | 4.73% | 4 |
|
|
2023
Q1 | $7.51M | Buy |
72,746
+426
| +0.6% | +$41.2K | 4.19% | 7 |
|
|
2022
Q4 | $6.07M | Sell |
72,320
-3,796
| -5% | -$375K | 3.75% | 7 |
|
|
2022
Q3 | $8.6M | Buy |
76,116
+996
| +1% | +$126K | 5.35% | 3 |
|
|
2022
Q2 | $7.98M | Sell |
75,120
-380
| -0.5% | -$47.6K | 4.61% | 6 |
|
|
2022
Q1 | $12.3M | Sell |
75,500
-7,680
| -9% | -$1.19M | 5.88% | 3 |
|
|
2021
Q4 | $13.9M | Buy |
83,180
+960
| +1% | +$164K | 5.9% | 4 |
|
|
2021
Q3 | $13.5M | Buy |
82,220
+80
| +0.1% | +$13.8K | 6.5% | 2 |
|
|
2021
Q2 | $14.1M | Buy |
82,140
+860
| +1% | +$143K | 6.94% | 2 |
|
|
2021
Q1 | $12.6M | Sell |
81,280
-740
| -0.9% | -$117K | 7.36% | 2 |
|
|
2020
Q4 | $13.4M | Sell |
82,020
-740
| -0.9% | -$118K | 7.89% | 2 |
|
|
2020
Q3 | $13M | Buy |
82,760
+1,540
| +2% | +$243K | 8.31% | 2 |
|
|
2020
Q2 | $11.2M | Buy |
81,220
+2,840
| +4% | +$343K | 7.89% | 2 |
|
|
2020
Q1 | $7.64M | Sell |
78,380
-1,100
| -1% | -$106K | 7.3% | 2 |
|
|
2019
Q4 | $7.34M | Sell |
79,480
-1,180
| -1% | -$104K | 5.11% | 3 |
|
|
2019
Q3 | $7M | Sell |
80,660
-3,260
| -4% | -$302K | 5.19% | 3 |
|
|
2019
Q2 | $7.95M | Sell |
83,920
-340
| -0.4% | -$31.7K | 6.56% | 3 |
|
|
2019
Q1 | $7.5M | Sell |
84,260
-1,520
| -2% | -$126K | 6.72% | 3 |
|
|
2018
Q4 | $6.44M | Sell |
85,780
-2,580
| -3% | -$214K | 6.79% | 2 |
|
|
2018
Q3 | $8.85M | Buy |
88,360
+680
| +0.8% | +$63.9K | 6.56% | 2 |
|
|
2018
Q2 | $7.45M | Buy |
87,680
+19,280
| +28% | +$1.53M | 5.87% | 3 |
|
|
2018
Q1 | $4.95M | Buy |
+68,400
| New | +$4.89M | 5.43% | 3 |
|
Other funds holding AMZN
SCI
West Branch Capital's AMZN Position: Q2 2026 in Review
West Branch Capital increased its Amazon (AMZN) stake by 0.38% in Q2 2026, buying an estimated $89.4K and bringing the position to 95,216 shares worth $22.7M. The position accounts for 5.27% of the portfolio, ranked #5.
West Branch Capital first reported a position in AMZN in Q1 2018 and has held it in 34 quarters since. 2,800 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- West Branch Capital held 95,216 shares of Amazon worth $22.7M as of Q2 2026.
- West Branch Capital bought 356 Amazon shares in Q2 2026, an estimated $89.4K.
- Amazon made up 5.27% of West Branch Capital's portfolio in Q2 2026, its #5 holding.
- West Branch Capital first reported a position in Amazon in Q1 2018 and has held it in 34 quarters since.
- 2,800 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.