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Western Pacific Wealth Management’s Amazon AMZN Stock Holding History

Western Pacific Wealth Management’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
Q3 		$7.23M Sell
29,013
-637
-2% -$162K 6.09% 6
2026
Q2 		$7.07M Sell
29,650
-377
-1% -$94.6K 6.39% 5
2026
Q1 		$6.25M Sell
30,027
-411
-1% -$90.5K 6.36% 4
2025
Q4 		$7.03M Buy
30,438
+53
+0.2% +$12.1K 6.8% 5
2025
Q3 		$6.67M Sell
30,385
-9,762
-24% -$2.21M 6.51% 6
2025
Q2 		$8.81M Sell
40,147
-283
-0.7% -$56K 8.45% 3
2025
Q1 		$7.69M Sell
40,430
-575
-1% -$125K 6.96% 4
2024
Q4 		$9M Buy
41,005
+357
+0.9% +$73K 7.26% 3
2024
Q3 		$7.57M Buy
40,648
+224
+0.6% +$40.9K 5.04% 4
2024
Q2 		$7.81M Buy
40,424
+99
+0.2% +$18.2K 5.91% 3
2024
Q1 		$7.27M Buy
40,325
+445
+1% +$74.3K 5.28% 4
2023
Q4 		$6.06M Buy
39,880
+79
+0.2% +$11.1K 4.43% 4
2023
Q3 		$5.06M Sell
39,801
-160
-0.4% -$21.4K 4.15% 4
2023
Q2 		$5.21M Buy
39,961
+718
+2% +$82K 3.95% 4
2023
Q1 		$4.05M Buy
39,243
+1,934
+5% +$187K 3.1% 4
2022
Q4 		$3.13M Buy
37,309
+152
+0.4% +$15K 2.61% 5
2022
Q3 		$4.2M Buy
37,157
+3,728
+11% +$471K 4.17% 3
2022
Q2 		$3.55M Sell
33,429
-611
-2% -$76.5K 3.46% 4
2022
Q1 		$5.55M Buy
34,040
+100
+0.3% +$15.5K 4.04% 3
2021
Q4 		$5.66M Buy
+33,940
New +$5.81M 3.64% 3

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Western Pacific Wealth Management's AMZN Position: Q3 2026 in Review

Western Pacific Wealth Management reduced its Amazon (AMZN) stake by 2.1% in Q3 2026, selling an estimated $162K and leaving 29,013 shares worth $7.23M. The position accounts for 6.09% of the portfolio, ranked #6.

Western Pacific Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 20 quarters since. The position peaked at $9M in Q4 2024. 1,088 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Western Pacific Wealth Management held 29,013 shares of Amazon worth $7.23M as of Q3 2026.
  • Western Pacific Wealth Management sold 637 Amazon shares in Q3 2026, an estimated $162K.
  • Amazon made up 6.09% of Western Pacific Wealth Management's portfolio in Q3 2026, its #6 holding.
  • Western Pacific Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 20 quarters since.
  • Western Pacific Wealth Management's Amazon position peaked at $9M in Q4 2024.
  • 1,088 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Western Pacific Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.