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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
Q2 		$3.47M Buy
14,559
+392
+3% +$98.4K 0.57% 26
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

West Wealth Group's AMZN Position: Q2 2026 in Review

West Wealth Group increased its Amazon (AMZN) stake by 2.8% in Q2 2026, buying an estimated $98.4K and bringing the position to 14,559 shares worth $3.47M. The position accounts for 0.57% of the portfolio, ranked #26.

West Wealth Group first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • West Wealth Group held 14,559 shares of Amazon worth $3.47M as of Q2 2026.
  • West Wealth Group bought 392 Amazon shares in Q2 2026, an estimated $98.4K.
  • Amazon made up 0.57% of West Wealth Group's portfolio in Q2 2026, its #26 holding.
  • West Wealth Group first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.