WMS Partners’s Amazon AMZN Stock Holding History

WMS Partners’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
2022 Q1	–	Sell	-6,000	Closed	-$1M	–	271
2021 Q4	$1M	Buy	+6,000	New	+$1.03M	0.21%	80
2021 Q3	–	Sell	-8,000	Closed	-$1.38M	–	280
2021 Q2	$1.38M	Sell	8,000 -2,000	-20%	-$332K	0.2%	61
2021 Q1	$1.55M	Buy	10,000 +8,000	+400%	+$1.27M	0.35%	47
2020 Q4	$326K	Sell	2,000 -10,000	-83%	-$1.6M	0.06%	179
2020 Q3	$1.89M	Buy	12,000 +4,000	+50%	+$631K	0.37%	41
2020 Q2	$1.1M	Buy	+8,000	New	+$966K	0.23%	58
2020 Q1	–	Sell	-8,000	Closed	-$739K	–	194
2019 Q4	$739K	Hold	8,000	–	–	0.17%	83
2019 Q3	$694K	Buy	+8,000	New	+$742K	0.17%	84
2019 Q1	–	Sell	-8,000	Closed	-$601K	–	201
2018 Q4	$601K	Buy	+8,000	New	+$665K	0.17%	83

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WMS Partners's AMZN Position: Q1 2025 in Review

WMS Partners sold out of Amazon (AMZN) in Q1 2025, closing a stake of 50,742 shares — an estimated $11.1M sold.

WMS Partners first reported a position in AMZN in Q1 2015 and held it in 40 quarters. The position peaked at $11.1M in Q4 2024. 5,468 funds tracked by Wall St. Rank hold AMZN as of Q1 2025.

WMS Partners reported no remaining Amazon position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 50,742 Amazon shares in Q1 2025, an estimated $11.1M.
WMS Partners first reported a position in Amazon in Q1 2015 and held it in 40 quarters.
WMS Partners's Amazon position peaked at $11.1M in Q4 2024.
5,468 funds tracked by Wall St. Rank held Amazon as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.