Whipplewood Advisors’s Amazon AMZN Stock Holding History

Whipplewood Advisors’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	$207K	Sell	869 -3,528	-80%	-$886K	0.14%	95
2026 Q1	$916K	Buy	4,397 +1,352	+44%	+$298K	0.48%	57
2025 Q4	$703K	Buy	3,045 +125	+4%	+$28.6K	0.45%	73
2025 Q3	$641K	Sell	2,920 -5,086	-64%	-$1.15M	0.42%	72
2025 Q2	$1.76M	Sell	8,006 -259	-3%	-$51.3K	0.97%	23
2025 Q1	$1.56M	Sell	8,265 -340	-4%	-$73.8K	0.92%	26
2024 Q4	$1.89M	Buy	+8,605	New	+$1.76M	1.07%	24

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 $3.37T AUM 44.26% 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

Whipplewood Advisors's AMZN Position: Q2 2026 in Review

Whipplewood Advisors reduced its Amazon (AMZN) stake by 80% in Q2 2026, selling an estimated $886K and leaving 869 shares worth $207K. The position accounts for 0.14% of the portfolio, ranked #95.

Whipplewood Advisors first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.89M in Q4 2024. 6,127 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Whipplewood Advisors held 869 shares of Amazon worth $207K as of Q2 2026.
Whipplewood Advisors sold 3,528 Amazon shares in Q2 2026, an estimated $886K.
Amazon made up 0.14% of Whipplewood Advisors's portfolio in Q2 2026, its #95 holding.
Whipplewood Advisors first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's Amazon position peaked at $1.89M in Q4 2024.
6,127 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.