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WestEnd Advisors’s Amazon AMZN Stock Holding History

WestEnd Advisors’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 		$40.6M Sell
194,883
-9,537
-5% -$2.1M 0.98% 25
2025
Q4 		$47.2M Sell
204,420
-7,739
-4% -$1.77M 1.1% 25
2025
Q3 		$46.6M Sell
212,159
-4,250
-2% -$962K 1.09% 24
2025
Q2 		$47.5M Sell
216,409
-6,019
-3% -$1.19M 1.18% 23
2025
Q1 		$42.3M Sell
222,428
-11,641
-5% -$2.53M 1.12% 23
2024
Q4 		$51.4M Buy
234,069
+20,292
+9% +$4.15M 1.31% 16
2024
Q3 		$39.8M Sell
213,777
-791
-0.4% -$144K 0.98% 31
2024
Q2 		$41.5M Sell
214,568
-60,332
-22% -$11.1M 1.07% 23
2024
Q1 		$49.6M Sell
274,900
-4,075
-1% -$680K 1.28% 16
2023
Q4 		$42.4M Sell
278,975
-6,589
-2% -$924K 1.16% 15
2023
Q3 		$36.3M Sell
285,564
-60,433
-17% -$8.1M 1.09% 20
2023
Q2 		$45.1M Buy
+345,997
New +$39.5M 1.33% 14
2023
Q1 		– Sell
-244,056
Closed -$23.6M – 16
2022
Q4 		$20.5M Sell
244,056
-52,419
-18% -$5.18M 0.67% 35
2022
Q3 		$33.5M Sell
296,475
-32,288
-10% -$4.08M 1.12% 19
2022
Q2 		$34.9M Buy
+328,763
New +$41.1M 1.1% 29
2022
Q1 		– Sell
-309,900
Closed -$47.9M – 15
2021
Q4 		$51.7M Buy
+309,900
New +$53M 1.41% 17
2021
Q3 		– Hold
0
– – – 17
2021
Q2 		– Sell
-271,200
Closed -$45.1M – 16
2021
Q1 		$42M Buy
271,200
+30,260
+13% +$4.8M 1.68% 26
2020
Q4 		$39.2M Sell
240,940
-4,480
-2% -$715K 1.98% 19
2020
Q3 		$38.6M Sell
245,420
-31,680
-11% -$4.99M 2.27% 11
2020
Q2 		$38.2M Sell
277,100
-12,200
-4% -$1.47M 2.57% 12
2020
Q1 		$28.2M Sell
289,300
-48,720
-14% -$4.72M 2.36% 15
2019
Q4 		$31.2M Buy
338,020
+3,600
+1% +$319K 2.36% 25
2019
Q3 		$29M Sell
334,420
-17,640
-5% -$1.64M 2.38% 23
2019
Q2 		$33.3M Buy
+352,060
New +$32.8M 2.9% 22

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

WestEnd Advisors's AMZN Position: Q1 2026 in Review

WestEnd Advisors reduced its Amazon (AMZN) stake by 4.7% in Q1 2026, selling an estimated $2.1M and leaving 194,883 shares worth $40.6M. The position accounts for 0.98% of the portfolio, ranked #25.

WestEnd Advisors first reported a position in AMZN in Q2 2019 and has held it in 24 quarters since. The position peaked at $51.7M in Q4 2021. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • WestEnd Advisors held 194,883 shares of Amazon worth $40.6M as of Q1 2026.
  • WestEnd Advisors sold 9,537 Amazon shares in Q1 2026, an estimated $2.1M.
  • Amazon made up 0.98% of WestEnd Advisors's portfolio in Q1 2026, its #25 holding.
  • WestEnd Advisors first reported a position in Amazon in Q2 2019 and has held it in 24 quarters since.
  • WestEnd Advisors's Amazon position peaked at $51.7M in Q4 2021.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.