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Willner & Heller’s Amazon AMZN Stock Holding History

Willner & Heller’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 		$3.24M Sell
13,611
-266
-2% -$66.8K 2.03% 10
2026
Q1 		$2.89M Buy
13,877
+334
+2% +$73.5K 2.15% 7
2025
Q4 		$3.13M Sell
13,543
-64
-0.5% -$14.6K 2.25% 7
2025
Q3 		$2.99M Buy
13,607
+163
+1% +$36.9K 2.29% 6
2025
Q2 		$2.95M Sell
13,444
-274
-2% -$54.2K 2.48% 6
2025
Q1 		$2.61M Buy
13,718
+315
+2% +$68.4K 2.41% 6
2024
Q4 		$2.94M Buy
13,403
+282
+2% +$57.7K 2.58% 6
2024
Q3 		$2.44M Buy
13,121
+608
+5% +$111K 2.18% 6
2024
Q2 		$2.42M Sell
12,513
-235
-2% -$43.2K 2.32% 6
2024
Q1 		$2.3M Sell
12,748
-285
-2% -$47.6K 2.29% 6
2023
Q4 		$1.98M Buy
+13,033
New +$1.83M 2.21% 6
2022
Q4 		$1.23M Buy
14,663
+1,065
+8% +$105K 1.75% 7
2022
Q3 		$1.54M Sell
13,598
-593
-4% -$75K 2.48% 6
2022
Q2 		$1.51M Buy
14,191
+3,091
+28% +$387K 2.34% 6
2022
Q1 		$1.85M Sell
11,100
-60
-0.5% -$9.27K 2.28% 5
2021
Q4 		$1.83M Buy
+11,160
New +$1.91M 2.44% 5

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Willner & Heller's AMZN Position: Q2 2026 in Review

Willner & Heller reduced its Amazon (AMZN) stake by 1.9% in Q2 2026, selling an estimated $66.8K and leaving 13,611 shares worth $3.24M. The position accounts for 2.03% of the portfolio, ranked #10.

Willner & Heller first reported a position in AMZN in Q4 2021 and has held it in 16 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Willner & Heller held 13,611 shares of Amazon worth $3.24M as of Q2 2026.
  • Willner & Heller sold 266 Amazon shares in Q2 2026, an estimated $66.8K.
  • Amazon made up 2.03% of Willner & Heller's portfolio in Q2 2026, its #10 holding.
  • Willner & Heller first reported a position in Amazon in Q4 2021 and has held it in 16 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.