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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
2023
Q2 		– Sell
-10,000
Closed -$1.03M – 46
2023
Q1 		$1.03M Buy
+10,000
New +$966K 0.92% 21

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.