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WestHill Financial Advisors’s Amazon AMZN Stock Holding History

WestHill Financial 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
Q2 		$3.02M Sell
12,664
-307
-2% -$77.1K 0.51% 19
2026
Q1 		$2.7M Buy
12,971
+4,038
+45% +$889K 0.52% 19
2025
Q4 		$2.06M Sell
8,933
-21
-0.2% -$4.8K 0.39% 21
2025
Q3 		$1.97M Sell
8,954
-104
-1% -$23.5K 0.39% 21
2025
Q2 		$1.99M Buy
9,058
+129
+1% +$25.5K 0.42% 21
2025
Q1 		$1.7M Sell
8,929
-15
-0.2% -$3.25K 0.39% 21
2024
Q4 		$1.96M Hold
8,944
– – 0.44% 20
2024
Q3 		$1.67M Buy
8,944
+10
+0.1% +$1.82K 0.37% 22
2024
Q2 		$1.73M Sell
8,934
-220
-2% -$40.4K 0.42% 21
2024
Q1 		$1.65M Sell
9,154
-2,553
-22% -$426K 0.41% 21
2023
Q4 		$1.78M Buy
11,707
+6
+0.1% +$841 0.47% 21
2023
Q3 		$1.49M Buy
11,701
+1,229
+12% +$165K 0.43% 21
2023
Q2 		$1.37M Sell
10,472
-60
-0.6% -$6.85K 0.39% 21
2023
Q1 		$1.09M Hold
10,532
– – 0.33% 22
2022
Q4 		$885K Buy
10,532
+103
+1% +$10.2K 0.28% 26
2022
Q3 		$1.18M Buy
10,429
+281
+3% +$35.5K 0.4% 22
2022
Q2 		$1.08M Buy
10,148
+2,888
+40% +$361K 0.36% 23
2022
Q1 		$1.18M Buy
7,260
+2,580
+55% +$399K 0.34% 24
2021
Q4 		$780K Buy
4,680
+540
+13% +$92.4K 0.22% 31
2021
Q3 		$680K Buy
+4,140
New +$714K 0.21% 30
2021
Q1 		$715K Sell
4,620
-160
-3% -$25.4K 0.25% 26
2020
Q4 		$778K Buy
+4,780
New +$763K 0.31% 23

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

WestHill Financial Advisors's AMZN Position: Q2 2026 in Review

WestHill Financial Advisors reduced its Amazon (AMZN) stake by 2.4% in Q2 2026, selling an estimated $77.1K and leaving 12,664 shares worth $3.02M. The position accounts for 0.51% of the portfolio, ranked #19.

WestHill Financial Advisors first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • WestHill Financial Advisors held 12,664 shares of Amazon worth $3.02M as of Q2 2026.
  • WestHill Financial Advisors sold 307 Amazon shares in Q2 2026, an estimated $77.1K.
  • Amazon made up 0.51% of WestHill Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • WestHill Financial Advisors first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.