AmeriServ Wealth Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $530K | Sell |
2,547
-123
| -5% | -$27.1K | 0.34% | 34 |
|
|
2025
Q4 | $616K | Sell |
2,670
-164
| -6% | -$37.5K | 0.36% | 33 |
|
|
2025
Q3 | $622K | Buy |
2,834
+35
| +1% | +$7.92K | 0.31% | 35 |
|
|
2025
Q2 | $614K | Buy |
2,799
+89
| +3% | +$17.6K | 0.3% | 34 |
|
|
2025
Q1 | $516K | Sell |
2,710
-108
| -4% | -$23.4K | 0.3% | 35 |
|
|
2024
Q4 | $618K | Buy |
+2,818
| New | +$577K | 0.33% | 29 |
|
|
2022
Q4 | – | Sell |
-4,300
| Closed | -$486K | – | 44 |
|
|
2022
Q3 | $486K | Hold |
4,300
| – | – | 1.07% | 28 |
|
|
2022
Q2 | $457K | Sell |
4,300
-19,960
| -82% | -$2.5M | 1.08% | 27 |
|
|
2022
Q1 | $3.95M | Sell |
24,260
-1,180
| -5% | -$182K | 2.89% | 6 |
|
|
2021
Q4 | $4.24M | Buy |
25,440
+40
| +0.2% | +$6.85K | 2.91% | 6 |
|
|
2021
Q3 | $4.17M | Sell |
25,400
-380
| -1% | -$65.5K | 3.21% | 6 |
|
|
2021
Q2 | $4.43M | Sell |
25,780
-1,140
| -4% | -$189K | 3.45% | 6 |
|
|
2021
Q1 | $4.17M | Buy |
26,920
+960
| +4% | +$152K | 3.57% | 6 |
|
|
2020
Q4 | $4.23M | Buy |
+25,960
| New | +$4.14M | 4.15% | 6 |
|
|
2019
Q3 | $1.47M | Buy |
16,900
+1,200
| +8% | +$111K | 2% | 8 |
|
|
2019
Q2 | $1.49M | Hold |
15,700
| – | – | 1.94% | 10 |
|
|
2019
Q1 | $1.4M | Sell |
15,700
-1,640
| -9% | -$136K | 2.92% | 9 |
|
|
2018
Q4 | $1.3M | Sell |
17,340
-18,000
| -51% | -$1.5M | 3.3% | 9 |
|
|
2018
Q3 | $3.54M | Buy |
35,340
+340
| +1% | +$32K | 4.42% | 5 |
|
|
2018
Q2 | $2.98M | Buy |
35,000
+40
| +0.1% | +$3.17K | 4% | 6 |
|
|
2018
Q1 | $2.53M | Sell |
34,960
-11,320
| -24% | -$809K | 2.86% | 9 |
|
|
2017
Q4 | $2.84M | Buy |
+46,280
| New | +$2.55M | 2.74% | 7 |
|
|
2016
Q4 | – | Sell |
-12,580
| Closed | -$527K | – | 34 |
|
|
2016
Q3 | $527K | Buy |
+12,580
| New | +$481K | 0.67% | 38 |
|
|
2015
Q4 | – | Sell |
-20,520
| Closed | -$525K | – | 30 |
|
|
2015
Q3 | $525K | Buy |
20,520
+1,100
| +6% | +$27.8K | 1% | 24 |
|
|
2015
Q2 | $421K | Sell |
19,420
-240
| -1% | -$5.02K | 0.49% | 45 |
|
|
2015
Q1 | $366K | Buy |
19,660
+2,820
| +17% | +$49.6K | 0.42% | 52 |
|
|
2014
Q4 | $261K | Sell |
16,840
-37,100
| -69% | -$578K | 0.25% | 100 |
|
|
2014
Q3 | $869K | Buy |
53,940
+1,340
| +3% | +$22.3K | 1.5% | 13 |
|
|
2014
Q2 | $854K | Buy |
52,600
+520
| +1% | +$8.23K | 0.92% | 23 |
|
|
2014
Q1 | $876K | Sell |
52,080
-2,840
| -5% | -$52.7K | 0.88% | 25 |
|
|
2013
Q4 | $1.09M | Sell |
54,920
-160
| -0.3% | -$2.88K | 0.65% | 43 |
|
|
2013
Q3 | $861K | Buy |
55,080
+1,100
| +2% | +$16.4K | 0.55% | 57 |
|
|
2013
Q2 | $749K | Buy |
+53,980
| New | +$719K | 0.48% | 59 |
|
Other funds holding AMZN
VCM
VPM
AmeriServ Wealth Advisors's AMZN Position: Q1 2026 in Review
AmeriServ Wealth Advisors reduced its Amazon (AMZN) stake by 4.6% in Q1 2026, selling an estimated $27.1K and leaving 2,547 shares worth $530K. The position accounts for 0.34% of the portfolio, ranked #34.
AmeriServ Wealth Advisors first reported a position in AMZN in Q2 2013 and has held it in 33 quarters since. The position peaked at $4.43M in Q2 2021. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- AmeriServ Wealth Advisors held 2,547 shares of Amazon worth $530K as of Q1 2026.
- AmeriServ Wealth Advisors sold 123 Amazon shares in Q1 2026, an estimated $27.1K.
- Amazon made up 0.34% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #34 holding.
- AmeriServ Wealth Advisors first reported a position in Amazon in Q2 2013 and has held it in 33 quarters since.
- AmeriServ Wealth Advisors's Amazon position peaked at $4.43M in Q2 2021.
- 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.