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Wilbanks Smith & Thomas Asset Management’s Amazon AMZN Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024
Q1 		$28.7M Buy
159,076
+1,897
+1% +$317K 0.8% 27
2023
Q4 		$23.9M Buy
157,179
+2,013
+1% +$282K 0.73% 25
2023
Q3 		$19.7M Buy
155,166
+2,895
+2% +$388K 0.68% 31
2023
Q2 		$19.9M Sell
152,271
-1,561
-1% -$178K 0.66% 32
2023
Q1 		$15.9M Buy
153,832
+6,942
+5% +$671K 0.55% 38
2022
Q4 		$12.3M Buy
146,890
+4,304
+3% +$425K 0.47% 55
2022
Q3 		$16.1M Buy
142,586
+1,518
+1% +$192K 0.69% 25
2022
Q2 		$15M Buy
141,068
+4,368
+3% +$547K 0.63% 29
2022
Q1 		$17M Buy
136,700
+9,340
+7% +$1.44M 0.68% 25
2021
Q4 		$21.2M Buy
127,360
+3,220
+3% +$551K 0.74% 21
2021
Q3 		$20.4M Buy
124,140
+3,680
+3% +$635K 0.8% 19
2021
Q2 		$20.7M Buy
120,460
+4,300
+4% +$715K 0.81% 21
2021
Q1 		$18M Buy
116,160
+7,520
+7% +$1.19M 0.78% 23
2020
Q4 		$17.7M Buy
108,640
+4,160
+4% +$664K 0.83% 22
2020
Q3 		$16.4M Buy
104,480
+460
+0.4% +$72.5K 0.89% 20
2020
Q2 		$14.3M Buy
104,020
+10,060
+11% +$1.22M 0.87% 19
2020
Q1 		$9.16M Buy
93,960
+16,960
+22% +$1.64M 0.68% 29
2019
Q4 		$7.11M Buy
77,000
+60
+0.1% +$5.31K 0.42% 52
2019
Q3 		$6.68M Buy
76,940
+2,920
+4% +$271K 0.42% 52
2019
Q2 		$7.01M Buy
74,020
+12,120
+20% +$1.13M 0.45% 47
2019
Q1 		$5.51M Buy
61,900
+19,960
+48% +$1.66M 0.36% 63
2018
Q4 		$3.15M Buy
41,940
+1,380
+3% +$115K 0.22% 85
2018
Q3 		$4.06M Buy
40,560
+700
+2% +$65.8K 0.25% 79
2018
Q2 		$3.39M Sell
39,860
-1,280
-3% -$102K 0.27% 76
2018
Q1 		$2.98M Buy
41,140
+620
+2% +$44.3K 0.24% 79
2017
Q4 		$2.37M Buy
40,520
+2,660
+7% +$146K 0.19% 94
2017
Q3 		$1.82M Buy
37,860
+1,780
+5% +$87.4K 0.15% 101
2017
Q2 		$1.75M Buy
36,080
+6,720
+23% +$321K 0.15% 98
2017
Q1 		$1.3M Buy
29,360
+3,320
+13% +$138K 0.11% 117
2016
Q4 		$976K Buy
26,040
+3,280
+14% +$129K 0.09% 129
2016
Q3 		$953K Buy
22,760
+2,880
+14% +$110K 0.09% 125
2016
Q2 		$711K Buy
19,880
+1,660
+9% +$56.1K 0.07% 151
2016
Q1 		$541K Buy
18,220
+1,800
+11% +$51.1K 0.07% 165
2015
Q4 		$555K Buy
16,420
+440
+3% +$13.9K 0.05% 157
2015
Q3 		$409K Buy
15,980
+4,560
+40% +$115K 0.06% 168
2015
Q2 		$248K Sell
11,420
-1,340
-11% -$28K 0.02% 263
2015
Q1 		$237K Buy
+12,760
New +$224K 0.02% 271

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wilbanks Smith & Thomas Asset Management's AMZN Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Amazon (AMZN) stake by 1.2% in Q1 2024, buying an estimated $317K and bringing the position to 159,076 shares worth $28.7M. The position accounts for 0.8% of the portfolio, ranked #27.

Wilbanks Smith & Thomas Asset Management first reported a position in AMZN in Q1 2015 and has held it in 37 quarters since. 4,851 funds tracked by Wall St. Rank hold AMZN as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 159,076 shares of Amazon worth $28.7M as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 1,897 Amazon shares in Q1 2024, an estimated $317K.
  • Amazon made up 0.8% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #27 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Amazon in Q1 2015 and has held it in 37 quarters since.
  • 4,851 funds tracked by Wall St. Rank held Amazon as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.