Act Wealth Management’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$303K Sell
1,273
-10
-0.8% -$2.51K 0.09% 46
2026
Q1
$267K Buy
1,283
+121
+10% +$26.6K 0.09% 47
2025
Q4
$268K Hold
1,162
0.09% 49
2025
Q3
$255K Sell
1,162
-796
-41% -$180K 0.09% 46
2025
Q2
$430K Buy
1,958
+712
+57% +$141K 0.18% 30
2025
Q1
$237K Buy
1,246
+147
+13% +$31.9K 0.11% 39
2024
Q4
$241K Sell
1,099
-26
-2% -$5.32K 0.11% 38
2024
Q3
$210K Sell
1,125
-206
-15% -$37.6K 0.09% 45
2024
Q2
$257K Buy
1,331
+10
+0.8% +$1.84K 0.13% 32
2024
Q1
$238K Buy
+1,321
New +$221K 0.12% 35
2023
Q3
Sell
-2,861
Closed -$373K 38
2023
Q2
$373K Buy
2,861
+15
+0.5% +$1.71K 0.21% 21
2023
Q1
$294K Buy
2,846
+137
+5% +$13.2K 0.17% 25
2022
Q4
$228K Buy
2,709
+223
+9% +$22K 0.14% 34
2022
Q3
$281K Sell
2,486
-234
-9% -$29.6K 0.2% 22
2022
Q2
$289K Buy
2,720
+20
+0.7% +$2.5K 0.19% 25
2022
Q1
$440K Sell
2,700
-460
-15% -$71.1K 0.25% 20
2021
Q4
$527K Sell
3,160
-520
-14% -$89K 0.3% 16
2021
Q3
$633K Hold
3,680
0.39% 14
2021
Q2
$633K Sell
3,680
-900
-20% -$150K 0.39% 14
2021
Q1
$709K Sell
4,580
-40
-0.9% -$6.34K 0.46% 12
2020
Q4
$752K Buy
+4,620
New +$737K 0.48% 12

Other funds holding AMZN

Act Wealth Management's AMZN Position: Q2 2026 in Review

Act Wealth Management reduced its Amazon (AMZN) stake by 0.78% in Q2 2026, selling an estimated $2.51K and leaving 1,273 shares worth $303K. The position accounts for 0.09% of the portfolio, ranked #46.

Act Wealth Management first reported a position in AMZN in Q4 2020 and has held it in 21 quarters since. The position peaked at $752K in Q4 2020. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Act Wealth Management held 1,273 shares of Amazon worth $303K as of Q2 2026.
  • Act Wealth Management sold 10 Amazon shares in Q2 2026, an estimated $2.51K.
  • Amazon made up 0.09% of Act Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Act Wealth Management first reported a position in Amazon in Q4 2020 and has held it in 21 quarters since.
  • Act Wealth Management's Amazon position peaked at $752K in Q4 2020.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.