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Westbourne Investments’s Amazon AMZN Stock Holding History

Westbourne Investments’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 		$7.03M Buy
29,515
+779
+3% +$196K 2.87% 8
2026
Q1 		$5.98M Sell
28,736
-906
-3% -$199K 2.85% 7
2025
Q4 		$6.84M Sell
29,642
-189
-0.6% -$43.2K 3.18% 6
2025
Q3 		$7.73M Sell
29,831
-1,160
-4% -$263K 3.69% 3
2025
Q2 		$6.8M Sell
30,991
-4,165
-12% -$824K 3.63% 5
2025
Q1 		$6.69M Sell
35,156
-1,054
-3% -$229K 4.04% 4
2024
Q4 		$7.94M Buy
+36,210
New +$7.41M 4.68% 3

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

Westbourne Investments's AMZN Position: Q2 2026 in Review

Westbourne Investments increased its Amazon (AMZN) stake by 2.7% in Q2 2026, buying an estimated $196K and bringing the position to 29,515 shares worth $7.03M. The position accounts for 2.87% of the portfolio, ranked #8.

Westbourne Investments first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.94M in Q4 2024. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Westbourne Investments held 29,515 shares of Amazon worth $7.03M as of Q2 2026.
  • Westbourne Investments bought 779 Amazon shares in Q2 2026, an estimated $196K.
  • Amazon made up 2.87% of Westbourne Investments's portfolio in Q2 2026, its #8 holding.
  • Westbourne Investments first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • Westbourne Investments's Amazon position peaked at $7.94M in Q4 2024.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.