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West Oak Capital’s Amazon AMZN Stock Holding History

West Oak Capital’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
2025
Q3 		$50.1K Sell
22,830
-1,450
-6% -$328K 1.99% 12
2025
Q2 		$53.3K Buy
24,280
+1,110
+5% +$220K 2.09% 12
2025
Q1 		$44.1K Sell
23,170
-1,635
-7% -$355K 1.7% 13
2024
Q4 		$54.4M Sell
24,805
-70
-0.3% -$14.3K 1.93% 6
2024
Q3 		$46.4K Sell
24,875
-380
-2% -$69.3K 0.86% 11
2024
Q2 		$4.88M Sell
25,255
-135
-0.5% -$24.8K 1.96% 8
2024
Q1 		$4.58M Buy
25,390
+235
+0.9% +$39.2K 1.95% 8
2023
Q4 		$3.89M Sell
25,155
-110
-0.4% -$15.4K 1.82% 8
2023
Q3 		$3.21M Hold
25,265
– – 1.59% 9
2023
Q2 		$3.29M Sell
25,265
-415
-2% -$47.4K 1.6% 11
2023
Q1 		$2.65M Buy
25,680
+3,005
+13% +$290K 1.34% 18
2022
Q4 		$1.91M Sell
22,675
-1,400
-6% -$138K 1% 39
2022
Q3 		$2.72M Buy
24,075
+1,895
+9% +$240K 1.48% 12
2022
Q2 		$2.36M Sell
22,180
-260
-1% -$32.5K 1.24% 20
2022
Q1 		$3.66M Sell
22,440
-400
-2% -$61.8K 1.65% 9
2021
Q4 		$3.81M Sell
22,840
-100
-0.4% -$17.1K 1.4% 14
2021
Q3 		$3.77M Sell
22,940
-600
-3% -$103K 1.46% 12
2021
Q2 		$4.05M Hold
23,540
– – 1.6% 9
2021
Q1 		$3.64M Buy
23,540
+20
+0.1% +$3.17K 1.56% 10
2020
Q4 		$3.83M Buy
23,520
+640
+3% +$102K 1.78% 6
2020
Q3 		$3.6M Sell
22,880
-2,780
-11% -$438K 1.98% 6
2020
Q2 		$3.54M Sell
25,660
-960
-4% -$116K 2.01% 6
2020
Q1 		$2.6M Sell
26,620
-500
-2% -$48.4K 1.78% 7
2019
Q4 		$2.51M Sell
27,120
-1,620
-6% -$143K 1.41% 13
2019
Q3 		$2.5M Sell
28,740
-360
-1% -$33.4K 1.47% 16
2019
Q2 		$2.75M Buy
29,100
+100
+0.3% +$9.31K 1.65% 9
2019
Q1 		$2.58M Sell
29,000
-200
-0.7% -$16.6K 1.61% 10
2018
Q4 		$2.19M Sell
29,200
-220
-0.7% -$18.3K 1.56% 14
2018
Q3 		$2.95M Sell
29,420
-760
-3% -$71.5K 1.7% 5
2018
Q2 		$2.56M Sell
30,180
-440
-1% -$34.9K 1.56% 7
2018
Q1 		$2.22M Buy
30,620
+3,720
+14% +$266K 1.31% 14
2017
Q4 		$1.57M Buy
26,900
+12,360
+85% +$680K 0.97% 39
2017
Q3 		$699K Buy
14,540
+620
+4% +$30.5K 0.41% 73
2017
Q2 		$674K Buy
13,920
+8,600
+162% +$410K 0.41% 73
2017
Q1 		$236K Hold
5,320
– – 0.15% 109
2016
Q4 		$199K Hold
5,320
– – 0.13% 116
2016
Q3 		$223K Buy
5,320
+1,000
+23% +$38.3K 0.15% 110
2016
Q2 		$155K Buy
4,320
+2,220
+106% +$75.1K 0.11% 114
2016
Q1 		$62.3K Sell
2,100
-700
-25% -$19.9K 0.05% 139
2015
Q4 		$94.6K Buy
2,800
+20
+0.7% +$630 0.07% 126
2015
Q3 		$71.2K Sell
2,780
-200
-7% -$5.06K 0.06% 139
2015
Q2 		$64.7K Hold
2,980
– – 0.05% 139
2015
Q1 		$55.4K Hold
2,980
– – 0.04% 146
2014
Q4 		$46.2K Buy
2,980
+2,280
+326% +$35.5K 0.03% 152
2014
Q3 		$11.3K Sell
700
-600
-46% -$9.98K 0.01% 202
2014
Q2 		$21.1K Hold
1,300
– – 0.02% 185
2014
Q1 		$21.9K Sell
1,300
-200
-13% -$3.71K 0.02% 181
2013
Q4 		$29.9K Hold
1,500
– – 0.02% 170
2013
Q3 		$23.4K Buy
1,500
+800
+114% +$11.9K 0.02% 173
2013
Q2 		$9.72K Buy
+700
New +$9.32K 0.01% 192

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

West Oak Capital's AMZN Position: Q3 2025 in Review

West Oak Capital reduced its Amazon (AMZN) stake by 6% in Q3 2025, selling an estimated $328K and leaving 22,830 shares worth $50.1K. The position accounts for 1.99% of the portfolio, ranked #12.

West Oak Capital first reported a position in AMZN in Q2 2013 and has held it in 50 quarters since. The position peaked at $54.4M in Q4 2024. 5,570 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.

  • West Oak Capital held 22,830 shares of Amazon worth $50.1K as of Q3 2025.
  • West Oak Capital sold 1,450 Amazon shares in Q3 2025, an estimated $328K.
  • Amazon made up 1.99% of West Oak Capital's portfolio in Q3 2025, its #12 holding.
  • West Oak Capital first reported a position in Amazon in Q2 2013 and has held it in 50 quarters since.
  • West Oak Capital's Amazon position peaked at $54.4M in Q4 2024.
  • 5,570 funds tracked by Wall St. Rank held Amazon as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.