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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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.