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 Q2	$449K	Hold	1,884	–	–	0.24%	84
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 $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

Widmann Financial Services's AMZN Position: Q2 2026 in Review

Widmann Financial Services held its Amazon (AMZN) position steady in Q2 2026 at 1,884 shares worth $449K. The position accounts for 0.24% of the portfolio, ranked #84.

Widmann Financial Services first reported a position in AMZN in Q4 2021 and has held it in 7 quarters since. 6,148 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Widmann Financial Services held 1,884 shares of Amazon worth $449K as of Q2 2026.
Widmann Financial Services left its Amazon share count unchanged in Q2 2026.
Amazon made up 0.24% of Widmann Financial Services's portfolio in Q2 2026, its #84 holding.
Widmann Financial Services first reported a position in Amazon in Q4 2021 and has held it in 7 quarters since.
6,148 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.