Westbourne Investment Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.26M | Sell |
34,656
-306
| -0.9% | -$76.8K | 2.28% | 13 |
|
|
2026
Q1 | $7.28M | Buy |
34,962
+1,527
| +5% | +$336K | 2.12% | 15 |
|
|
2025
Q4 | $7.72M | Buy |
33,435
+1,184
| +4% | +$271K | 2.13% | 14 |
|
|
2025
Q3 | $7.08M | Buy |
32,251
+2,047
| +7% | +$463K | 1.97% | 18 |
|
|
2025
Q2 | $6.63M | Buy |
30,204
+1,274
| +4% | +$252K | 2.01% | 16 |
|
|
2025
Q1 | $5.5M | Buy |
28,930
+392
| +1% | +$85.1K | 1.96% | 21 |
|
|
2024
Q4 | $6.26M | Buy |
28,538
+507
| +2% | +$104K | 2.14% | 18 |
|
|
2024
Q3 | $5.22M | Buy |
28,031
+640
| +2% | +$117K | 1.83% | 21 |
|
|
2024
Q2 | $5.29M | Sell |
27,391
-204
| -0.7% | -$37.5K | 1.92% | 21 |
|
|
2024
Q1 | $4.98M | Buy |
27,595
+805
| +3% | +$134K | 1.83% | 23 |
|
|
2023
Q4 | $4.07M | Sell |
26,790
-80
| -0.3% | -$11.2K | 1.63% | 25 |
|
|
2023
Q3 | $3.42M | Buy |
26,870
+384
| +1% | +$51.5K | 1.57% | 25 |
|
|
2023
Q2 | $3.45M | Buy |
26,486
+1,104
| +4% | +$126K | 1.55% | 26 |
|
|
2023
Q1 | $2.62M | Buy |
25,382
+19,825
| +357% | +$1.92M | 1.27% | 27 |
|
|
2022
Q4 | $467K | Sell |
5,557
-33
| -0.6% | -$3.26K | 0.24% | 67 |
|
|
2022
Q3 | $632K | Buy |
+5,590
| New | +$707K | 0.34% | 57 |
|
|
2022
Q2 | – | Sell |
-5,440
| Closed | -$887K | – | 82 |
|
|
2022
Q1 | $887K | Buy |
5,440
+40
| +0.7% | +$6.18K | 0.37% | 50 |
|
|
2021
Q4 | $900K | Buy |
5,400
+100
| +2% | +$17.1K | 0.35% | 51 |
|
|
2021
Q3 | $871K | Hold |
5,300
| – | – | 0.4% | 48 |
|
|
2021
Q2 | $912K | Buy |
5,300
+120
| +2% | +$19.9K | 0.41% | 47 |
|
|
2021
Q1 | $801K | Buy |
5,180
+260
| +5% | +$41.2K | 0.4% | 49 |
|
|
2020
Q4 | $801K | Buy |
4,920
+200
| +4% | +$31.9K | 0.47% | 43 |
|
|
2020
Q3 | $743K | Buy |
4,720
+440
| +10% | +$69.4K | 0.85% | 25 |
|
|
2020
Q2 | $590K | Sell |
4,280
-1,000
| -19% | -$121K | 0.73% | 27 |
|
|
2020
Q1 | $515K | Buy |
5,280
+500
| +10% | +$48.4K | 0.48% | 52 |
|
|
2019
Q4 | $442K | Sell |
4,780
-80
| -2% | -$7.08K | 0.3% | 69 |
|
|
2019
Q3 | $422K | Buy |
4,860
+140
| +3% | +$13K | 0.32% | 67 |
|
|
2019
Q2 | $447K | Sell |
4,720
-260
| -5% | -$24.2K | 0.36% | 63 |
|
|
2019
Q1 | $443K | Hold |
4,980
| – | – | 0.34% | 64 |
|
|
2018
Q4 | $374K | Buy |
4,980
+960
| +24% | +$79.8K | 0.32% | 67 |
|
|
2018
Q3 | $403K | Hold |
4,020
| – | – | 0.29% | 72 |
|
|
2018
Q2 | $342K | Hold |
4,020
| – | – | 0.29% | 72 |
|
|
2018
Q1 | $291K | Sell |
4,020
-2,580
| -39% | -$184K | 0.23% | 87 |
|
|
2017
Q4 | $386K | Buy |
6,600
+1,600
| +32% | +$88K | 0.29% | 79 |
|
|
2017
Q3 | $240K | Sell |
5,000
-100
| -2% | -$4.91K | 0.19% | 94 |
|
|
2017
Q2 | $247K | Hold |
5,100
| – | – | 0.2% | 98 |
|
|
2017
Q1 | $226K | Buy |
+5,100
| New | +$213K | 0.19% | 98 |
|
Other funds holding AMZN
Westbourne Investment Advisors's AMZN Position: Q2 2026 in Review
Westbourne Investment Advisors reduced its Amazon (AMZN) stake by 0.88% in Q2 2026, selling an estimated $76.8K and leaving 34,656 shares worth $8.26M. The position accounts for 2.28% of the portfolio, ranked #13.
Westbourne Investment Advisors first reported a position in AMZN in Q1 2017 and has held it in 37 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Westbourne Investment Advisors held 34,656 shares of Amazon worth $8.26M as of Q2 2026.
- Westbourne Investment Advisors sold 306 Amazon shares in Q2 2026, an estimated $76.8K.
- Amazon made up 2.28% of Westbourne Investment Advisors's portfolio in Q2 2026, its #13 holding.
- Westbourne Investment Advisors first reported a position in Amazon in Q1 2017 and has held it in 37 quarters since.
- 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.