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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
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

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

Western Pacific Wealth Management's AMZN Position: Q2 2026 in Review

Western Pacific Wealth Management reduced its Amazon (AMZN) stake by 1.3% in Q2 2026, selling an estimated $94.6K and leaving 29,650 shares worth $7.07M. The position accounts for 6.39% of the portfolio, ranked #5.

Western Pacific Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $9M in Q4 2024. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Western Pacific Wealth Management held 29,650 shares of Amazon worth $7.07M as of Q2 2026.
  • Western Pacific Wealth Management sold 377 Amazon shares in Q2 2026, an estimated $94.6K.
  • Amazon made up 6.39% of Western Pacific Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Western Pacific Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • Western Pacific Wealth Management's Amazon position peaked at $9M in Q4 2024.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.