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West Family Investments’s Amazon AMZN Stock Holding History

West Family Investments’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 		$5.43M Sell
26,080
-14,917
-36% -$3.28M 1.9% 11
2025
Q4 		$9.46M Sell
40,997
-2,839
-6% -$650K 2.22% 8
2025
Q3 		$9.63M Buy
43,836
+1,099
+3% +$249K 2.15% 8
2025
Q2 		$9.38M Buy
42,737
+13,798
+48% +$2.73M 2.45% 7
2025
Q1 		$5.51M Buy
28,939
+183
+0.6% +$39.7K 2.07% 10
2024
Q4 		$6.31M Sell
28,756
-356
-1% -$72.8K 2.2% 10
2024
Q3 		$5.42M Buy
29,112
+5,124
+21% +$935K 1.85% 9
2024
Q2 		$4.64M Buy
23,988
+310
+1% +$56.9K 1.39% 21
2024
Q1 		$4.27M Buy
23,678
+1,254
+6% +$209K 1.33% 23
2023
Q4 		$3.41M Buy
22,424
+221
+1% +$31K 1.15% 23
2023
Q3 		$2.82M Hold
22,203
– – 0.98% 24
2023
Q2 		$2.89M Buy
+22,203
New +$2.54M 1.13% 21
2023
Q1 		– Sell
-7,588
Closed -$637K – 206
2022
Q4 		$637K Sell
7,588
-11,708
-61% -$1.16M 0.22% 82
2022
Q3 		$2.18M Buy
19,296
+11,832
+159% +$1.5M 0.91% 23
2022
Q2 		$793K Sell
7,464
-17,796
-70% -$2.23M 0.31% 62
2022
Q1 		$4.12M Sell
25,260
-1,920
-7% -$297K 1.17% 20
2021
Q4 		$4.53M Sell
27,180
-1,700
-6% -$291K 1.24% 17
2021
Q3 		$4.74M Buy
28,880
+2,400
+9% +$414K 1.23% 17
2021
Q2 		$4.55M Buy
+26,480
New +$4.4M 1.23% 11

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

West Family Investments's AMZN Position: Q1 2026 in Review

West Family Investments reduced its Amazon (AMZN) stake by 36% in Q1 2026, selling an estimated $3.28M and leaving 26,080 shares worth $5.43M. The position accounts for 1.9% of the portfolio, ranked #11.

West Family Investments first reported a position in AMZN in Q2 2021 and has held it in 19 quarters since. The position peaked at $9.63M in Q3 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • West Family Investments held 26,080 shares of Amazon worth $5.43M as of Q1 2026.
  • West Family Investments sold 14,917 Amazon shares in Q1 2026, an estimated $3.28M.
  • Amazon made up 1.9% of West Family Investments's portfolio in Q1 2026, its #11 holding.
  • West Family Investments first reported a position in Amazon in Q2 2021 and has held it in 19 quarters since.
  • West Family Investments's Amazon position peaked at $9.63M in Q3 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.