WLG
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Williamson Legacy Group’s Amazon AMZN Stock Holding History

Williamson Legacy Group’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 		– Sell
-4,030
Closed -$930K – 82
2025
Q4 		$930K Sell
4,030
-322
-7% -$73.7K 0.73% 58
2025
Q3 		$956K Sell
4,352
-6,468
-60% -$1.46M 0.74% 67
2025
Q2 		$2.37M Buy
10,820
+65
+0.6% +$12.9K 2% 4
2025
Q1 		$2.05M Sell
10,755
-138
-1% -$29.9K 1.94% 6
2024
Q4 		$2.39M Sell
10,893
-1,499
-12% -$307K 1.59% 5
2024
Q3 		$2.31M Buy
12,392
+153
+1% +$27.9K 1.54% 7
2024
Q2 		$2.37M Buy
12,239
+259
+2% +$47.6K 1.76% 9
2024
Q1 		$2.16M Buy
11,980
+281
+2% +$46.9K 1.67% 11
2023
Q4 		$1.78M Buy
+11,699
New +$1.64M 1.65% 11

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

Williamson Legacy Group's AMZN Position: Q1 2026 in Review

Williamson Legacy Group sold out of Amazon (AMZN) in Q1 2026, closing a stake of 4,030 shares — an estimated $930K sold.

Williamson Legacy Group first reported a position in AMZN in Q4 2023 and held it in 9 quarters. The position peaked at $2.39M in Q4 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Williamson Legacy Group reported no remaining Amazon position as of Q1 2026 after selling out during the quarter.
  • Williamson Legacy Group sold 4,030 Amazon shares in Q1 2026, an estimated $930K.
  • Williamson Legacy Group first reported a position in Amazon in Q4 2023 and held it in 9 quarters.
  • Williamson Legacy Group's Amazon position peaked at $2.39M in Q4 2024.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Williamson Legacy Group's 13F filing for Q1 2026, filed 13 May 2026.