West Financial Advisors’s Amazon AMZN Stock Holding History

West Financial Advisors’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	$119K	Buy	500 +100	+25%	+$25.1K	0.02%	80
2026 Q1	$83.3K	Sell	400 -75	-16%	-$16.5K	0.01%	78
2025 Q4	$110K	Buy	475 +75	+19%	+$17.2K	0.02%	75
2025 Q3	$87.8K	Hold	400	–	–	0.01%	82
2025 Q2	$87.8K	Hold	400	–	–	0.02%	81
2025 Q1	$76.1K	Hold	400	–	–	0.01%	85
2024 Q4	$87.8K	Buy	+400	New	+$81.8K	0.02%	80
2023 Q3	–	Sell	-320	Closed	-$41.7K	–	209
2023 Q2	$41.7K	Hold	320	–	–	0.01%	85
2023 Q1	$33.1K	Hold	320	–	–	0.01%	88
2022 Q4	$26.9K	Sell	320 -25	-7%	-$2.47K	0.01%	96
2022 Q3	$39K	Buy	345 +25	+8%	+$3.16K	0.01%	105
2022 Q2	$34K	Sell	320 -60	-16%	-$7.51K	0.01%	107
2022 Q1	$62K	Buy	380 +60	+19%	+$9.27K	0.02%	96
2021 Q4	$53K	Hold	320	–	–	0.01%	107
2021 Q3	$53K	Hold	320	–	–	0.02%	95
2021 Q2	$55K	Hold	320	–	–	0.02%	87
2021 Q1	$50K	Sell	320 -20	-6%	-$3.17K	0.02%	87
2020 Q4	$55K	Buy	+340	New	+$54.3K	0.02%	85

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

West Financial Advisors's AMZN Position: Q2 2026 in Review

West Financial Advisors increased its Amazon (AMZN) stake by 25% in Q2 2026, buying an estimated $25.1K and bringing the position to 500 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #80.

West Financial Advisors first reported a position in AMZN in Q4 2020 and has held it in 18 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

West Financial Advisors held 500 shares of Amazon worth $119K as of Q2 2026.
West Financial Advisors bought 100 Amazon shares in Q2 2026, an estimated $25.1K.
Amazon made up 0.02% of West Financial Advisors's portfolio in Q2 2026, its #80 holding.
West Financial Advisors first reported a position in Amazon in Q4 2020 and has held it in 18 quarters since.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.