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Williams Jones Wealth Management’s Amazon AMZN Stock Holding History

Williams Jones Wealth 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
2026
Q1 		$235M Sell
1,126,687
-4,171
-0.4% -$918K 2.88% 7
2025
Q4 		$261M Buy
1,130,858
+7,703
+0.7% +$1.76M 2.95% 7
2025
Q3 		$247M Buy
1,123,155
+18,264
+2% +$4.13M 2.82% 7
2025
Q2 		$242M Buy
1,104,891
+11,549
+1% +$2.29M 2.9% 7
2025
Q1 		$208M Sell
1,093,342
-2,430
-0.2% -$527K 2.66% 6
2024
Q4 		$240M Sell
1,095,772
-14,406
-1% -$2.95M 2.9% 7
2024
Q3 		$207M Buy
1,110,178
+19,254
+2% +$3.51M 2.43% 8
2024
Q2 		$211M Buy
1,090,924
+47,925
+5% +$8.8M 2.62% 8
2024
Q1 		$188M Buy
1,042,999
+17,068
+2% +$2.85M 2.39% 9
2023
Q4 		$156M Buy
1,025,931
+55,182
+6% +$7.74M 2.18% 10
2023
Q3 		$123M Buy
970,749
+46,195
+5% +$6.19M 1.9% 15
2023
Q2 		$121M Buy
924,554
+120,261
+15% +$13.7M 1.81% 15
2023
Q1 		$83.1M Sell
804,293
-21,719
-3% -$2.1M 1.3% 27
2022
Q4 		$69.4M Sell
826,012
-64,952
-7% -$6.42M 1.16% 29
2022
Q3 		$101M Sell
890,964
-8,425
-0.9% -$1.06M 1.75% 16
2022
Q2 		$95.5M Sell
899,389
-6,891
-0.8% -$862K 1.55% 20
2022
Q1 		$148M Buy
906,280
+4,000
+0.4% +$618K 2.06% 14
2021
Q4 		$150M Buy
902,280
+9,640
+1% +$1.65M 1.88% 19
2021
Q3 		$147M Buy
892,640
+7,900
+0.9% +$1.36M 2.05% 11
2021
Q2 		$152M Buy
884,740
+7,580
+0.9% +$1.26M 2.13% 12
2021
Q1 		$136M Buy
877,160
+3,820
+0.4% +$606K 2.12% 13
2020
Q4 		$142M Sell
873,340
-67,740
-7% -$10.8M 2.32% 10
2020
Q3 		$148M Sell
941,080
-29,780
-3% -$4.69M 2.74% 8
2020
Q2 		$134M Buy
970,860
+1,120
+0.1% +$135K 2.74% 7
2020
Q1 		$94.5M Sell
969,740
-23,900
-2% -$2.31M 2.47% 10
2019
Q4 		$91.8M Sell
993,640
-17,100
-2% -$1.51M 1.76% 16
2019
Q3 		$87.7M Buy
+1,010,740
New +$93.7M 1.8% 15

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Williams Jones Wealth Management's AMZN Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its Amazon (AMZN) stake by 0.37% in Q1 2026, selling an estimated $918K and leaving 1,126,687 shares worth $235M. The position accounts for 2.88% of the portfolio, ranked #7.

Williams Jones Wealth Management first reported a position in AMZN in Q3 2019 and has held it in 27 quarters since. The position peaked at $261M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Williams Jones Wealth Management held 1,126,687 shares of Amazon worth $235M as of Q1 2026.
  • Williams Jones Wealth Management sold 4,171 Amazon shares in Q1 2026, an estimated $918K.
  • Amazon made up 2.88% of Williams Jones Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Williams Jones Wealth Management first reported a position in Amazon in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Amazon position peaked at $261M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.