Widmann Financial Services’s Amazon AMZN Stock Holding History

Widmann Financial Services’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	$392K	Buy	1,884 +180	+11%	+$39.6K	0.23%	80
2025 Q4	$393K	Sell	1,704 -165	-9%	-$37.8K	0.24%	78
2025 Q3	$410K	Buy	1,869 +235	+14%	+$53.2K	0.26%	75
2025 Q2	$358K	Buy	+1,634	New	+$323K	0.25%	74
2024 Q3	–	Sell	-882	Closed	-$170K	–	102
2024 Q2	$170K	Buy	+882	New	+$162K	0.14%	102
2022 Q1	–	Sell	-580	Closed	-$96K	–	103
2021 Q4	$96K	Buy	+580	New	+$99.3K	0.08%	125

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Widmann Financial Services's AMZN Position: Q1 2026 in Review

Widmann Financial Services increased its Amazon (AMZN) stake by 11% in Q1 2026, buying an estimated $39.6K and bringing the position to 1,884 shares worth $392K. The position accounts for 0.23% of the portfolio, ranked #80.

Widmann Financial Services first reported a position in AMZN in Q4 2021 and has held it in 6 quarters since. The position peaked at $410K in Q3 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Widmann Financial Services held 1,884 shares of Amazon worth $392K as of Q1 2026.
Widmann Financial Services bought 180 Amazon shares in Q1 2026, an estimated $39.6K.
Amazon made up 0.23% of Widmann Financial Services's portfolio in Q1 2026, its #80 holding.
Widmann Financial Services first reported a position in Amazon in Q4 2021 and has held it in 6 quarters since.
Widmann Financial Services's Amazon position peaked at $410K in Q3 2025.
5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.