Alan N. Hoffman Investment 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
$24.8M Sell
104,140
-408
-0.4% -$102K 14.66% 2
2026
Q1
$21.8M Sell
104,548
-6,867
-6% -$1.51M 14.36% 2
2025
Q4
$25.7M Sell
111,415
-116,093
-51% -$26.6M 14.5% 2
2025
Q3
$50M Sell
227,508
-1,555
-0.7% -$352K 21.81% 2
2025
Q2
$50.3M Sell
229,063
-8,297
-3% -$1.64M 24.78% 2
2025
Q1
$45.2M Sell
237,360
-4,214
-2% -$914K 23.29% 2
2024
Q4
$53M Sell
241,574
-4,239
-2% -$867K 23.93% 2
2024
Q3
$45.8M Sell
245,813
-1,594
-0.6% -$291K 22.05% 2
2024
Q2
$47.8M Sell
247,407
-2,064
-0.8% -$379K 23.58% 2
2024
Q1
$45M Sell
249,471
-8,902
-3% -$1.49M 25.25% 2
2023
Q4
$39.3M Sell
258,373
-5,069
-2% -$711K 21.98% 2
2023
Q3
$33.5M Sell
263,442
-6,637
-2% -$889K 21.59% 2
2023
Q2
$35.2M Sell
270,079
-4,449
-2% -$508K 20.88% 2
2023
Q1
$28.4M Sell
274,528
-3,265
-1% -$315K 20.09% 2
2022
Q4
$23.3M Sell
277,793
-6,924
-2% -$684K 17.75% 2
2022
Q3
$32.2M Buy
284,717
+244
+0.1% +$30.8K 21.85% 2
2022
Q2
$30.2M Buy
284,473
+1,193
+0.4% +$149K 20.46% 2
2022
Q1
$46.2M Buy
283,280
+620
+0.2% +$95.8K 23.85% 2
2021
Q4
$47.2M Buy
282,660
+4,240
+2% +$726K 23.81% 2
2021
Q3
$45.7M Sell
278,420
-1,080
-0.4% -$186K 26.8% 2
2021
Q2
$48.1M Buy
279,500
+600
+0.2% +$99.7K 28.45% 2
2021
Q1
$43.1M Buy
278,900
+320
+0.1% +$50.7K 28.87% 2
2020
Q4
$45.4M Buy
+278,580
New +$44.5M 28.9% 2

Other funds holding AMZN

Alan N. Hoffman Investment Management's AMZN Position: Q2 2026 in Review

Alan N. Hoffman Investment Management reduced its Amazon (AMZN) stake by 0.39% in Q2 2026, selling an estimated $102K and leaving 104,140 shares worth $24.8M. The position accounts for 14.66% of the portfolio, ranked #2.

Alan N. Hoffman Investment Management first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. The position peaked at $53M in Q4 2024. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Alan N. Hoffman Investment Management held 104,140 shares of Amazon worth $24.8M as of Q2 2026.
  • Alan N. Hoffman Investment Management sold 408 Amazon shares in Q2 2026, an estimated $102K.
  • Amazon made up 14.66% of Alan N. Hoffman Investment Management's portfolio in Q2 2026, its #2 holding.
  • Alan N. Hoffman Investment Management first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • Alan N. Hoffman Investment Management's Amazon position peaked at $53M in Q4 2024.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Alan N. Hoffman Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.