Williams Financial’s Amazon AMZN Stock Holding History

Williams Financial’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	$245K	Sell	1,028 -43	-4%	-$10.8K	0.13%	30
2026 Q1	$223K	Buy	1,071 +20	+2%	+$4.4K	0.13%	23
2025 Q4	$243K	Sell	1,051 -13	-1%	-$2.97K	0.14%	23
2025 Q3	$234K	Buy	+1,064	New	+$241K	0.24%	16
2025 Q1	–	Sell	-1,068	Closed	-$234K	–	16
2024 Q4	$234K	Sell	1,068 -26	-2%	-$5.32K	0.15%	14
2024 Q3	$204K	Sell	1,094 -13	-1%	-$2.37K	0.13%	18
2024 Q2	$214K	Sell	1,107 -157	-12%	-$28.8K	0.14%	16
2024 Q1	$228K	Buy	+1,264	New	+$211K	0.15%	17
2021 Q4	–	Sell	-1,300	Closed	-$213K	–	36
2021 Q3	$213K	Sell	1,300 -600	-32%	-$103K	0.18%	30
2021 Q2	$327K	Sell	1,900 -60	-3%	-$9.97K	0.27%	38
2021 Q1	$303K	Buy	+1,960	New	+$311K	0.26%	38

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

Williams Financial's AMZN Position: Q2 2026 in Review

Williams Financial reduced its Amazon (AMZN) stake by 4% in Q2 2026, selling an estimated $10.8K and leaving 1,028 shares worth $245K. The position accounts for 0.13% of the portfolio, ranked #30.

Williams Financial first reported a position in AMZN in Q1 2021 and has held it in 11 quarters since. The position peaked at $327K in Q2 2021. 6,097 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Williams Financial held 1,028 shares of Amazon worth $245K as of Q2 2026.
Williams Financial sold 43 Amazon shares in Q2 2026, an estimated $10.8K.
Amazon made up 0.13% of Williams Financial's portfolio in Q2 2026, its #30 holding.
Williams Financial first reported a position in Amazon in Q1 2021 and has held it in 11 quarters since.
Williams Financial's Amazon position peaked at $327K in Q2 2021.
6,097 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Williams Financial's 13F filing for Q2 2026, filed 21 Jul 2026.