American Institute for Advanced 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
$2.42M Sell
10,154
-75
-0.7% -$18.8K 1.4% 16
2026
Q1
$2.13M Sell
10,229
-647
-6% -$142K 1.38% 17
2025
Q4
$2.51M Sell
10,876
-364
-3% -$83.3K 1.61% 11
2025
Q3
$2.47M Sell
11,240
-187
-2% -$42.3K 1.62% 11
2025
Q2
$2.51M Sell
11,427
-45
-0.4% -$8.9K 1.77% 10
2025
Q1
$2.18M Sell
11,472
-670
-6% -$145K 1.67% 11
2024
Q4
$2.66M Sell
12,142
-170
-1% -$34.8K 1.99% 10
2024
Q3
$2.29M Buy
12,312
+105
+0.9% +$19.2K 1.64% 11
2024
Q2
$2.36M Buy
12,207
+442
+4% +$81.2K 1.81% 10
2024
Q1
$2.12M Sell
11,765
-330
-3% -$55.1K 1.68% 12
2023
Q4
$1.84M Sell
12,095
-335
-3% -$47K 1.62% 14
2023
Q3
$1.58M Sell
12,430
-315
-2% -$42.2K 1.46% 15
2023
Q2
$1.66M Buy
12,745
+1,530
+14% +$175K 1.45% 15
2023
Q1
$1.16M Sell
11,215
-1,805
-14% -$174K 1.24% 20
2022
Q4
$1.09M Sell
13,020
-100
-0.8% -$9.88K 1% 32
2022
Q3
$1.48M Buy
13,120
+120
+0.9% +$15.2K 1.39% 21
2022
Q2
$1.38M Buy
13,000
+80
+0.6% +$10K 1.21% 22
2022
Q1
$2.11M Sell
12,920
-240
-2% -$37.1K 1.53% 18
2021
Q4
$2.19M Sell
13,160
-320
-2% -$54.8K 1.48% 17
2021
Q3
$2.21M Sell
13,480
-20
-0.1% -$3.45K 1.57% 16
2021
Q2
$2.32M Hold
13,500
1.64% 18
2021
Q1
$2.09M Sell
13,500
-20
-0.1% -$3.17K 1.59% 18
2020
Q4
$2.2M Hold
13,520
1.77% 19
2020
Q3
$2.13M Sell
13,520
-140
-1% -$22.1K 1.91% 17
2020
Q2
$1.88M Buy
13,660
+40
+0.3% +$4.83K 1.78% 17
2020
Q1
$1.33M Sell
13,620
-540
-4% -$52.3K 1.44% 23
2019
Q4
$1.31M Buy
+14,160
New +$1.25M 1.26% 29

Other funds holding AMZN

American Institute for Advanced Investment Management's AMZN Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its Amazon (AMZN) stake by 0.73% in Q2 2026, selling an estimated $18.8K and leaving 10,154 shares worth $2.42M. The position accounts for 1.4% of the portfolio, ranked #16.

American Institute for Advanced Investment Management first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.66M in Q4 2024. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • American Institute for Advanced Investment Management held 10,154 shares of Amazon worth $2.42M as of Q2 2026.
  • American Institute for Advanced Investment Management sold 75 Amazon shares in Q2 2026, an estimated $18.8K.
  • Amazon made up 1.4% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #16 holding.
  • American Institute for Advanced Investment Management first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • American Institute for Advanced Investment Management's Amazon position peaked at $2.66M in Q4 2024.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.