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Westover Capital Advisors’s Amazon AMZN Stock Holding History

Westover Capital 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 		$15.4M Buy
73,849
+2,063
+3% +$454K 2.83% 6
2025
Q4 		$16.6M Buy
71,786
+129
+0.2% +$29.5K 3.02% 7
2025
Q3 		$15.7M Buy
71,657
+731
+1% +$165K 2.91% 7
2025
Q2 		$15.6M Buy
70,926
+1,313
+2% +$260K 3.11% 6
2025
Q1 		$13.2M Buy
69,613
+3,511
+5% +$762K 2.94% 6
2024
Q4 		$14.5M Buy
66,102
+858
+1% +$176K 3.19% 6
2024
Q3 		$12.2M Buy
65,244
+5,382
+9% +$982K 2.34% 13
2024
Q2 		$11.6M Buy
59,862
+5,419
+10% +$995K 2.98% 6
2024
Q1 		$9.82M Sell
54,443
-856
-2% -$143K 2.87% 5
2023
Q4 		$8.4M Buy
55,299
+1,680
+3% +$235K 2.73% 7
2023
Q3 		$6.82M Buy
53,619
+373
+0.7% +$50K 2.47% 9
2023
Q2 		$6.94M Buy
53,246
+359
+0.7% +$41K 2.41% 8
2023
Q1 		$5.46M Sell
52,887
-2,795
-5% -$270K 2.02% 10
2022
Q4 		$4.68M Sell
55,682
-6,878
-11% -$679K 1.85% 12
2022
Q3 		$7.07M Sell
62,560
-711
-1% -$89.9K 2.7% 8
2022
Q2 		$6.72M Sell
63,271
-6,329
-9% -$792K 2.48% 8
2022
Q1 		$11.3M Sell
69,600
-1,420
-2% -$219K 3.54% 4
2021
Q4 		$11.8M Sell
71,020
-1,200
-2% -$205K 3.45% 3
2021
Q3 		$11.9M Buy
72,220
+6,320
+10% +$1.09M 3.71% 3
2021
Q2 		$11.3M Buy
65,900
+1,640
+3% +$273K 3.64% 3
2021
Q1 		$9.94M Buy
64,260
+180
+0.3% +$28.5K 3.42% 3
2020
Q4 		$10.4M Buy
64,080
+940
+1% +$150K 3.76% 2
2020
Q3 		$9.94M Buy
63,140
+1,020
+2% +$161K 4.08% 2
2020
Q2 		$8.57M Sell
62,120
-240
-0.4% -$29K 4.02% 3
2020
Q1 		$6.08M Buy
62,360
+7,900
+15% +$765K 3.29% 5
2019
Q4 		$5.03M Sell
54,460
-140
-0.3% -$12.4K 2.25% 12
2019
Q3 		$4.74M Buy
54,600
+5,400
+11% +$501K 2.24% 13
2019
Q2 		$4.66M Buy
49,200
+3,600
+8% +$335K 2.3% 11
2019
Q1 		$4.06M Buy
45,600
+1,120
+3% +$93.2K 2.11% 11
2018
Q4 		$3.34M Buy
44,480
+280
+0.6% +$23.3K 2.09% 12
2018
Q3 		$4.43M Sell
44,200
-8,940
-17% -$841K 2.24% 9
2018
Q2 		$4.52M Sell
53,140
-860
-2% -$68.3K 2.43% 6
2018
Q1 		$3.91M Sell
54,000
-4,060
-7% -$290K 2.13% 10
2017
Q4 		$3.4M Sell
58,060
-2,500
-4% -$138K 1.86% 14
2017
Q3 		$2.91M Buy
60,560
+2,860
+5% +$140K 1.71% 16
2017
Q2 		$2.79M Sell
57,700
-2,440
-4% -$116K 1.84% 17
2017
Q1 		$2.67M Sell
60,140
-900
-1% -$37.5K 1.78% 22
2016
Q4 		$2.29M Sell
61,040
-8,920
-13% -$350K 1.64% 23
2016
Q3 		$2.93M Sell
69,960
-3,240
-4% -$124K 2.18% 17
2016
Q2 		$2.62M Sell
73,200
-3,340
-4% -$113K 2.15% 18
2016
Q1 		$2.27M Buy
76,540
+57,340
+299% +$1.63M 1.92% 18
2015
Q4 		$649K Buy
+19,200
New +$605K 0.54% 48

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

Westover Capital Advisors's AMZN Position: Q1 2026 in Review

Westover Capital Advisors increased its Amazon (AMZN) stake by 2.9% in Q1 2026, buying an estimated $454K and bringing the position to 73,849 shares worth $15.4M. The position accounts for 2.83% of the portfolio, ranked #6.

Westover Capital Advisors first reported a position in AMZN in Q4 2015 and has held it in 42 quarters since. The position peaked at $16.6M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Westover Capital Advisors held 73,849 shares of Amazon worth $15.4M as of Q1 2026.
  • Westover Capital Advisors bought 2,063 Amazon shares in Q1 2026, an estimated $454K.
  • Amazon made up 2.83% of Westover Capital Advisors's portfolio in Q1 2026, its #6 holding.
  • Westover Capital Advisors first reported a position in Amazon in Q4 2015 and has held it in 42 quarters since.
  • Westover Capital Advisors's Amazon position peaked at $16.6M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.