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Westwood Wealth Management’s Amazon AMZN Stock Holding History

Westwood 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 		$6.87M Buy
28,837
+301
+1% +$75.6K 1.99% 13
2026
Q1 		$5.94M Buy
28,536
+22,299
+358% +$4.91M 2.33% 11
2025
Q4 		$1.44M Sell
6,237
-22,269
-78% -$5.09M 1.08% 30
2025
Q3 		$6.26M Sell
28,506
-9,695
-25% -$2.19M 2.3% 12
2025
Q2 		$8.38M Sell
38,201
-814
-2% -$161K 2.82% 9
2025
Q1 		$7.42M Buy
39,015
+3,250
+9% +$705K 3.2% 8
2024
Q4 		$7.85M Buy
35,765
+578
+2% +$118K 2.83% 8
2024
Q3 		$6.56M Sell
35,187
-83
-0.2% -$15.1K 2.57% 9
2024
Q2 		$6.82M Buy
35,270
+1,049
+3% +$193K 2.54% 10
2024
Q1 		$6.17M Buy
34,221
+4,696
+16% +$784K 3.02% 9
2023
Q4 		$4.49M Sell
29,525
-1,500
-5% -$210K 3.46% 6
2023
Q3 		$3.94M Sell
31,025
-1,846
-6% -$247K 2.61% 7
2023
Q2 		$4.29M Buy
32,871
+460
+1% +$52.5K 3.02% 8
2023
Q1 		$3.35M Sell
32,411
-3,435
-10% -$332K 2.98% 6
2022
Q4 		$3.01M Sell
35,846
-15,054
-30% -$1.49M 3.62% 6
2022
Q3 		$5.75M Sell
50,900
-700
-1% -$88.5K 5.17% 7
2022
Q2 		$5.48M Sell
51,600
-8,700
-14% -$1.09M 6.32% 5
2022
Q1 		$9.83M Sell
60,300
-14,680
-20% -$2.27M 3.82% 8
2021
Q4 		$12.5M Buy
+74,980
New +$12.8M 5.33% 5

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 $3.38T AUM 44.17% 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

Westwood Wealth Management's AMZN Position: Q2 2026 in Review

Westwood Wealth Management increased its Amazon (AMZN) stake by 1.1% in Q2 2026, buying an estimated $75.6K and bringing the position to 28,837 shares worth $6.87M. The position accounts for 1.99% of the portfolio, ranked #13.

Westwood Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.5M in Q4 2021. 6,160 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Westwood Wealth Management held 28,837 shares of Amazon worth $6.87M as of Q2 2026.
  • Westwood Wealth Management bought 301 Amazon shares in Q2 2026, an estimated $75.6K.
  • Amazon made up 1.99% of Westwood Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Westwood Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • Westwood Wealth Management's Amazon position peaked at $12.5M in Q4 2021.
  • 6,160 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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