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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
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 		$9.83K 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 $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

Westwood Wealth Management's AMZN Position: Q1 2026 in Review

Westwood Wealth Management increased its Amazon (AMZN) stake by 358% in Q1 2026, buying an estimated $4.91M and bringing the position to 28,536 shares worth $5.94M. The position accounts for 2.33% of the portfolio, ranked #11.

Westwood Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.5M in Q4 2021. 5,990 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Westwood Wealth Management held 28,536 shares of Amazon worth $5.94M as of Q1 2026.
  • Westwood Wealth Management bought 22,299 Amazon shares in Q1 2026, an estimated $4.91M.
  • Amazon made up 2.33% of Westwood Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Westwood Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • Westwood Wealth Management's Amazon position peaked at $12.5M in Q4 2021.
  • 5,990 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.