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WFA of San Diego’s Amazon AMZN Stock Holding History

WFA of San Diego’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 		$1.06M Sell
4,011
-377
-9% -$94.6K 0.87% 31
2026
Q1 		$914K Sell
4,388
-8,020
-65% -$1.77M 0.73% 33
2025
Q4 		$2.86M Sell
12,408
-1,888
-13% -$432K 2.1% 9
2025
Q3 		$3.14M Sell
14,296
-45
-0.3% -$10.2K 2.14% 8
2025
Q2 		$3.15M Buy
+14,341
New +$2.84M 2.32% 7
2024
Q3 		$2.02M Buy
10,815
+4,175
+63% +$762K 1.7% 14
2024
Q2 		$1.28M Buy
+6,640
New +$1.22M 1.15% 24
2023
Q3 		$623K Sell
4,900
-440
-8% -$59K 0.64% 30
2023
Q2 		$696K Sell
5,340
-1,664
-24% -$190K 0.68% 28
2023
Q1 		$723K Sell
7,004
-430
-6% -$41.5K 0.76% 29
2022
Q4 		$624K Sell
7,434
-139
-2% -$13.7K 0.48% 45
2022
Q3 		$856K Buy
7,573
+743
+11% +$93.9K 0.77% 32
2022
Q2 		$725K Sell
6,830
-1,130
-14% -$141K 0.62% 37
2022
Q1 		$1.3M Sell
7,960
-2,100
-21% -$324K 0.99% 25
2021
Q4 		$1.68M Buy
10,060
+940
+10% +$161K 0.97% 26
2021
Q3 		$1.5M Buy
9,120
+320
+4% +$55.2K 1.05% 23
2021
Q2 		$1.51M Buy
8,800
+280
+3% +$46.5K 1.18% 22
2021
Q1 		$1.32M Sell
8,520
-460
-5% -$72.9K 1.09% 22
2020
Q4 		$3.26M Sell
8,980
-80
-0.9% -$12.8K 0.87% 2
2020
Q3 		$1.43M Sell
9,060
-13,720
-60% -$2.16M 1.35% 16
2020
Q2 		$2.52M Buy
+22,780
New +$2.75M 0.59% 30

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

WFA of San Diego's AMZN Position: Q2 2026 in Review

WFA of San Diego reduced its Amazon (AMZN) stake by 8.6% in Q2 2026, selling an estimated $94.6K and leaving 4,011 shares worth $1.06M. The position accounts for 0.87% of the portfolio, ranked #31.

WFA of San Diego first reported a position in AMZN in Q2 2020 and has held it in 21 quarters since. The position peaked at $3.26M in Q4 2020. 6,155 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • WFA of San Diego held 4,011 shares of Amazon worth $1.06M as of Q2 2026.
  • WFA of San Diego sold 377 Amazon shares in Q2 2026, an estimated $94.6K.
  • Amazon made up 0.87% of WFA of San Diego's portfolio in Q2 2026, its #31 holding.
  • WFA of San Diego first reported a position in Amazon in Q2 2020 and has held it in 21 quarters since.
  • WFA of San Diego's Amazon position peaked at $3.26M in Q4 2020.
  • 6,155 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.