Activest 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
$12.4M Sell
52,086
-28,212
-35% -$7.08M 2.4% 8
2026
Q1
$16.7M Buy
80,298
+14,080
+21% +$3.1M 2.94% 7
2025
Q4
$15.3M Sell
66,218
-7,832
-11% -$1.79M 2.85% 6
2025
Q3
$16.3M Buy
74,050
+3,039
+4% +$688K 3.29% 6
2025
Q2
$15.6M Sell
71,011
-154
-0.2% -$30.5K 3.76% 6
2025
Q1
$13.5M Buy
71,165
+3,039
+4% +$659K 3.63% 7
2024
Q4
$14.9M Buy
68,126
+326
+0.5% +$66.7K 4.18% 7
2024
Q3
$12.6M Sell
67,800
-1,499
-2% -$274K 3.9% 7
2024
Q2
$13.4M Buy
69,299
+48,835
+239% +$8.97M 4.41% 7
2024
Q1
$3.69M Buy
+20,464
New +$3.42M 1.78% 10
2023
Q4
Sell
-15,942
Closed -$2.03M 329
2023
Q3
$2.03M Sell
15,942
-1,369
-8% -$183K 1.25% 12
2023
Q2
$1.98M Buy
17,311
+195
+1% +$22.3K 1.37% 9
2023
Q1
$1.73M Buy
+17,116
New +$1.65M 1.11% 12
2022
Q3
Sell
-16,746
Closed -$1.9M 444
2022
Q2
$1.9M Buy
16,746
+1,466
+10% +$183K 1.34% 8
2022
Q1
$2.49M Buy
15,280
+960
+7% +$148K 1.6% 8
2021
Q4
$2.39M Sell
14,320
-2,400
-14% -$411K 1.48% 12
2021
Q3
$2.75M Buy
16,720
+5,660
+51% +$976K 1.83% 8
2021
Q2
$1.9M Sell
11,060
-3,220
-23% -$535K 1.43% 10
2021
Q1
$2.21M Buy
+14,280
New +$2.26M 1.81% 9

Other funds holding AMZN

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

Activest Wealth Management reduced its Amazon (AMZN) stake by 35% in Q2 2026, selling an estimated $7.08M and leaving 52,086 shares worth $12.4M. The position accounts for 2.4% of the portfolio, ranked #8.

Activest Wealth Management first reported a position in AMZN in Q1 2021 and has held it in 19 quarters since. The position peaked at $16.7M in Q1 2026. 2,400 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Activest Wealth Management held 52,086 shares of Amazon worth $12.4M as of Q2 2026.
  • Activest Wealth Management sold 28,212 Amazon shares in Q2 2026, an estimated $7.08M.
  • Amazon made up 2.4% of Activest Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Activest Wealth Management first reported a position in Amazon in Q1 2021 and has held it in 19 quarters since.
  • Activest Wealth Management's Amazon position peaked at $16.7M in Q1 2026.
  • 2,400 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.