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West Wealth Group’s Amazon AMZN Stock Holding History

West Wealth 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 		$2.95M Buy
14,167
+1,335
+10% +$294K 0.58% 25
2025
Q4 		$2.96M Sell
12,832
-50
-0.4% -$11.4K 0.61% 25
2025
Q3 		$2.78M Sell
12,882
-525
-4% -$119K 0.63% 25
2025
Q2 		$2.98M Buy
13,407
+431
+3% +$85.3K 0.74% 24
2025
Q1 		$2.49M Buy
12,976
+521
+4% +$113K 0.74% 24
2024
Q4 		$2.73M Sell
12,455
-317
-2% -$64.9K 0.82% 20
2024
Q3 		$2.38M Sell
12,772
-372
-3% -$67.9K 0.77% 18
2024
Q2 		$2.54M Buy
13,144
+57
+0.4% +$10.5K 0.9% 19
2024
Q1 		$2.36M Sell
13,087
-19
-0.1% -$3.17K 0.87% 20
2023
Q4 		$1.99M Sell
13,106
-313
-2% -$43.9K 0.79% 21
2023
Q3 		$1.71M Buy
13,419
+81
+0.6% +$10.9K 0.74% 21
2023
Q2 		$1.74M Buy
13,338
+41
+0.3% +$4.68K 0.74% 18
2023
Q1 		$1.37M Buy
13,297
+271
+2% +$26.2K 0.64% 19
2022
Q4 		$1.09M Buy
13,026
+1,702
+15% +$168K 0.54% 22
2022
Q3 		$1.28M Buy
11,324
+2,511
+28% +$317K 0.65% 23
2022
Q2 		$936K Buy
8,813
+2,393
+37% +$299K 0.43% 28
2022
Q1 		$1.05M Buy
6,420
+560
+10% +$86.5K 0.42% 22
2021
Q4 		$976K Buy
+5,860
New +$1M 0.37% 25

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 Wealth Group's AMZN Position: Q1 2026 in Review

West Wealth Group increased its Amazon (AMZN) stake by 10% in Q1 2026, buying an estimated $294K and bringing the position to 14,167 shares worth $2.95M. The position accounts for 0.58% of the portfolio, ranked #25.

West Wealth Group first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.98M in Q2 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • West Wealth Group held 14,167 shares of Amazon worth $2.95M as of Q1 2026.
  • West Wealth Group bought 1,335 Amazon shares in Q1 2026, an estimated $294K.
  • Amazon made up 0.58% of West Wealth Group's portfolio in Q1 2026, its #25 holding.
  • West Wealth Group first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • West Wealth Group's Amazon position peaked at $2.98M in Q2 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.