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Westshore Wealth’s Amazon AMZN Stock Holding History

Westshore Wealth’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 		$2.07M Buy
8,693
+158
+2% +$39.7K 0.64% 23
2026
Q1 		$1.78M Buy
8,535
+480
+6% +$106K 0.62% 24
2025
Q4 		$1.86M Sell
8,055
-608
-7% -$139K 0.62% 26
2025
Q3 		$1.9M Sell
8,663
-22
-0.3% -$4.98K 0.65% 26
2025
Q2 		$1.91M Sell
8,685
-87
-1% -$17.2K 0.73% 21
2025
Q1 		$1.67M Sell
8,772
-353
-4% -$76.6K 0.71% 23
2024
Q4 		$2M Hold
9,125
– – 0.81% 20
2024
Q3 		$1.7M Hold
9,125
– – 0.69% 22
2024
Q2 		$1.76M Sell
9,125
-10
-0.1% -$1.84K 0.73% 19
2024
Q1 		$1.65M Buy
9,135
+233
+3% +$38.9K 0.69% 21
2023
Q4 		$1.35M Sell
8,902
-128
-1% -$17.9K 0.62% 20
2023
Q3 		$1.15M Sell
9,030
-426
-5% -$57.1K 0.64% 18
2023
Q2 		$1.23M Buy
9,456
+10
+0.1% +$1.14K 0.63% 19
2023
Q1 		$976K Buy
9,446
+60
+0.6% +$5.8K 0.51% 21
2022
Q4 		$788K Hold
9,386
– – 0.45% 25
2022
Q3 		$1.06M Buy
9,386
+906
+11% +$115K 0.73% 14
2022
Q2 		$901K Buy
8,480
+420
+5% +$52.6K 0.59% 17
2022
Q1 		$1.31M Buy
8,060
+460
+6% +$71.1K 0.88% 15
2021
Q4 		$1.27M Hold
7,600
– – 0.87% 16
2021
Q3 		$1.25M Sell
7,600
-6,000
-44% -$1.03M 1.01% 13
2021
Q2 		$2.34M Buy
13,600
+300
+2% +$49.9K 1.2% 13
2021
Q1 		$2.06M Buy
+13,300
New +$2.11M 1.17% 14
2019
Q4 		$577K Buy
+6,240
New +$552K 0.64% 27

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

Westshore Wealth's AMZN Position: Q2 2026 in Review

Westshore Wealth increased its Amazon (AMZN) stake by 1.9% in Q2 2026, buying an estimated $39.7K and bringing the position to 8,693 shares worth $2.07M. The position accounts for 0.64% of the portfolio, ranked #23.

Westshore Wealth first reported a position in AMZN in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.34M in Q2 2021. 6,152 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Westshore Wealth held 8,693 shares of Amazon worth $2.07M as of Q2 2026.
  • Westshore Wealth bought 158 Amazon shares in Q2 2026, an estimated $39.7K.
  • Amazon made up 0.64% of Westshore Wealth's portfolio in Q2 2026, its #23 holding.
  • Westshore Wealth first reported a position in Amazon in Q4 2019 and has held it in 23 quarters since.
  • Westshore Wealth's Amazon position peaked at $2.34M in Q2 2021.
  • 6,152 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.