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WMG Financial Advisors’s Amazon AMZN Stock Holding History

WMG Financial Advisors’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 		$1.82M Sell
8,746
-110
-1% -$24.2K 0.76% 25
2025
Q4 		$2.04M Sell
8,856
-1,812
-17% -$415K 0.84% 24
2025
Q3 		$2.34M Buy
10,668
+803
+8% +$182K 0.78% 23
2025
Q2 		$2.16M Sell
9,865
-32
-0.3% -$6.33K 0.8% 22
2025
Q1 		$1.88M Buy
9,897
+449
+5% +$97.4K 0.8% 19
2024
Q4 		$2.07M Buy
9,448
+537
+6% +$110K 0.89% 18
2024
Q3 		$1.66M Buy
8,911
+1,683
+23% +$307K 0.75% 25
2024
Q2 		$1.4M Buy
7,228
+1,326
+22% +$244K 0.74% 27
2024
Q1 		$1.06M Buy
5,902
+894
+18% +$149K 0.61% 34
2023
Q4 		$761K Sell
5,008
-112
-2% -$15.7K 0.5% 43
2023
Q3 		$651K Sell
5,120
-4,981
-49% -$667K 0.55% 41
2023
Q2 		$1.32M Sell
10,101
-250
-2% -$28.5K 0.97% 21
2023
Q1 		$1.13M Sell
10,351
-573
-5% -$55.4K 0.94% 34
2022
Q4 		$918K Sell
10,924
-1,204
-10% -$119K 0.78% 41
2022
Q3 		$1.37M Sell
12,128
-1,327
-10% -$168K 1.24% 17
2022
Q2 		$1.43M Buy
13,455
+1,655
+14% +$207K 1.24% 19
2022
Q1 		$1.92M Buy
11,800
+800
+7% +$124K 1.41% 14
2021
Q4 		$1.83M Buy
+11,000
New +$1.88M 1.43% 14

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

WMG Financial Advisors's AMZN Position: Q1 2026 in Review

WMG Financial Advisors reduced its Amazon (AMZN) stake by 1.2% in Q1 2026, selling an estimated $24.2K and leaving 8,746 shares worth $1.82M. The position accounts for 0.76% of the portfolio, ranked #25.

WMG Financial Advisors first reported a position in AMZN in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.34M in Q3 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • WMG Financial Advisors held 8,746 shares of Amazon worth $1.82M as of Q1 2026.
  • WMG Financial Advisors sold 110 Amazon shares in Q1 2026, an estimated $24.2K.
  • Amazon made up 0.76% of WMG Financial Advisors's portfolio in Q1 2026, its #25 holding.
  • WMG Financial Advisors first reported a position in Amazon in Q4 2021 and has held it in 18 quarters since.
  • WMG Financial Advisors's Amazon position peaked at $2.34M in Q3 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on WMG Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.