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Wills Financial Group’s Amazon AMZN Stock Holding History

Wills Financial 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 		$10.2M Sell
37,654
-726
-2% -$160K 3.83% 8
2025
Q4 		$8.86M Buy
38,380
+97
+0.3% +$22.2K 3.39% 8
2025
Q3 		$8.41M Sell
38,283
-771
-2% -$175K 3.45% 8
2025
Q2 		$8.57M Sell
39,054
-511
-1% -$101K 3.72% 6
2025
Q1 		$7.53M Buy
39,565
+2,200
+6% +$477K 3.34% 9
2024
Q4 		$8.2M Buy
37,365
+1,984
+6% +$406K 3.54% 8
2024
Q3 		$6.59M Buy
35,381
+180
+0.5% +$32.8K 2.77% 10
2024
Q2 		$6.8M Buy
35,201
+546
+2% +$100K 3.13% 10
2024
Q1 		$6.25M Buy
34,655
+176
+0.5% +$29.4K 2.94% 10
2023
Q4 		$5.24M Buy
34,479
+612
+2% +$85.8K 2.64% 12
2023
Q3 		$4.31M Buy
33,867
+113
+0.3% +$15.1K 2.33% 14
2023
Q2 		$4.4M Hold
33,754
– – 2.23% 15
2023
Q1 		$3.49M Sell
33,754
-2,110
-6% -$204K 1.88% 20
2022
Q4 		$3.01M Sell
35,864
-4,854
-12% -$479K 1.68% 22
2022
Q3 		$4.6M Sell
40,718
-1,350
-3% -$171K 2.56% 17
2022
Q2 		$4.47M Sell
42,068
-372
-0.9% -$46.5K 2.2% 18
2022
Q1 		$6.92M Sell
42,440
-1,000
-2% -$155K 2.91% 13
2021
Q4 		$7.24M Buy
43,440
+1,220
+3% +$209K 2.86% 13
2021
Q3 		$6.93M Sell
42,220
-80
-0.2% -$13.8K 3.11% 14
2021
Q2 		$7.28M Buy
42,300
+460
+1% +$76.5K 3.15% 10
2021
Q1 		$6.47M Buy
41,840
+2,200
+6% +$349K 3.14% 14
2020
Q4 		$6.46M Buy
39,640
+2,100
+6% +$335K 3.22% 14
2020
Q3 		$5.91M Buy
37,540
+1,700
+5% +$268K 3.44% 13
2020
Q2 		$4.94M Sell
35,840
-840
-2% -$101K 3.08% 15
2020
Q1 		$3.58M Buy
36,680
+460
+1% +$44.5K 2.55% 15
2019
Q4 		$3.35M Buy
36,220
+280
+0.8% +$24.8K 1.92% 19
2019
Q3 		$3.12M Buy
35,940
+980
+3% +$90.9K 2% 17
2019
Q2 		$3.31M Buy
34,960
+4,020
+13% +$374K 2.16% 16
2019
Q1 		$2.75M Buy
30,940
+3,540
+13% +$295K 1.87% 22
2018
Q4 		$2.06M Sell
27,400
-480
-2% -$39.9K 1.58% 25
2018
Q3 		$2.79M Buy
27,880
+18,600
+200% +$1.75M 1.84% 23
2018
Q2 		$788K Hold
9,280
– – 0.57% 44
2018
Q1 		$671K Sell
9,280
-60
-0.6% -$4.29K 0.5% 49
2017
Q4 		$546K Sell
9,340
-200
-2% -$11K 0.38% 49
2017
Q3 		$459K Buy
9,540
+1,040
+12% +$51.1K 0.34% 53
2017
Q2 		$411K Sell
8,500
-400
-4% -$19.1K 0.3% 57
2017
Q1 		$395K Buy
8,900
+400
+5% +$16.7K 0.3% 57
2016
Q4 		$319K Sell
8,500
-900
-10% -$35.3K 0.26% 60
2016
Q3 		$393K Hold
9,400
– – 0.34% 53
2016
Q2 		$336K Sell
9,400
-100
-1% -$3.38K 0.28% 57
2016
Q1 		$281K Buy
9,500
+800
+9% +$22.7K 0.24% 58
2015
Q4 		$294K Buy
8,700
+700
+9% +$22.1K 0.26% 60
2015
Q3 		$204K Buy
+8,000
New +$202K 0.19% 70

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

Wills Financial Group's AMZN Position: Q1 2026 in Review

Wills Financial Group reduced its Amazon (AMZN) stake by 1.9% in Q1 2026, selling an estimated $160K and leaving 37,654 shares worth $10.2M. The position accounts for 3.83% of the portfolio, ranked #8.

Wills Financial Group first reported a position in AMZN in Q3 2015 and has held it in 43 quarters since. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Wills Financial Group held 37,654 shares of Amazon worth $10.2M as of Q1 2026.
  • Wills Financial Group sold 726 Amazon shares in Q1 2026, an estimated $160K.
  • Amazon made up 3.83% of Wills Financial Group's portfolio in Q1 2026, its #8 holding.
  • Wills Financial Group first reported a position in Amazon in Q3 2015 and has held it in 43 quarters since.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.