Appleton Partners’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 | $42.2M | Sell |
177,012
-2,498
| -1% | -$627K | 2.59% | 9 |
|
|
2026
Q1 | $37.4M | Sell |
179,510
-398
| -0.2% | -$87.6K | 2.61% | 6 |
|
|
2025
Q4 | $41.5M | Sell |
179,908
-918
| -0.5% | -$210K | 2.74% | 6 |
|
|
2025
Q3 | $39.7M | Sell |
180,826
-21
| -0% | -$4.75K | 2.66% | 7 |
|
|
2025
Q2 | $39.7M | Sell |
180,847
-4,559
| -2% | -$902K | 2.81% | 5 |
|
|
2025
Q1 | $35.3M | Sell |
185,406
-1,228
| -0.7% | -$266K | 2.73% | 5 |
|
|
2024
Q4 | $40.9M | Sell |
186,634
-8,213
| -4% | -$1.68M | 3.03% | 5 |
|
|
2024
Q3 | $36.3M | Sell |
194,847
-1,157
| -0.6% | -$211K | 2.67% | 5 |
|
|
2024
Q2 | $37.9M | Sell |
196,004
-383
| -0.2% | -$70.4K | 2.92% | 5 |
|
|
2024
Q1 | $35.4M | Sell |
196,387
-5,009
| -2% | -$836K | 2.75% | 5 |
|
|
2023
Q4 | $30.6M | Sell |
201,396
-7,534
| -4% | -$1.06M | 2.47% | 6 |
|
|
2023
Q3 | $26.6M | Sell |
208,930
-1,949
| -0.9% | -$261K | 2.36% | 6 |
|
|
2023
Q2 | $27.5M | Buy |
210,879
+3,318
| +2% | +$379K | 2.32% | 6 |
|
|
2023
Q1 | $21.4M | Sell |
207,561
-2,807
| -1% | -$271K | 1.91% | 10 |
|
|
2022
Q4 | $17.7M | Sell |
210,368
-2,633
| -1% | -$260K | 1.67% | 10 |
|
|
2022
Q3 | $24.1M | Sell |
213,001
-4,168
| -2% | -$527K | 2.41% | 6 |
|
|
2022
Q2 | $23.1M | Buy |
217,169
+8,909
| +4% | +$1.11M | 2.18% | 7 |
|
|
2022
Q1 | $33.9M | Buy |
208,260
+640
| +0.3% | +$98.9K | 2.78% | 5 |
|
|
2021
Q4 | $34.6M | Buy |
207,620
+10,620
| +5% | +$1.82M | 2.61% | 6 |
|
|
2021
Q3 | $32.4M | Buy |
197,000
+1,560
| +0.8% | +$269K | 2.69% | 5 |
|
|
2021
Q2 | $33.6M | Sell |
195,440
-3,560
| -2% | -$592K | 2.86% | 3 |
|
|
2021
Q1 | $30.8M | Buy |
199,000
+2,400
| +1% | +$380K | 2.86% | 3 |
|
|
2020
Q4 | $32M | Buy |
196,600
+2,420
| +1% | +$386K | 3.15% | 3 |
|
|
2020
Q3 | $30.6M | Sell |
194,180
-1,480
| -0.8% | -$233K | 3.38% | 3 |
|
|
2020
Q2 | $27M | Sell |
195,660
-16,400
| -8% | -$1.98M | 3.23% | 4 |
|
|
2020
Q1 | $20.7M | Sell |
212,060
-1,700
| -0.8% | -$165K | 2.86% | 5 |
|
|
2019
Q4 | $19.8M | Buy |
213,760
+23,420
| +12% | +$2.07M | 2.17% | 8 |
|
|
2019
Q3 | $16.5M | Buy |
190,340
+6,860
| +4% | +$636K | 1.99% | 8 |
|
|
2019
Q2 | $17.4M | Buy |
183,480
+6,220
| +4% | +$579K | 2.15% | 8 |
|
|
2019
Q1 | $15.8M | Sell |
177,260
-100
| -0.1% | -$8.32K | 2.09% | 7 |
|
|
2018
Q4 | $13.3M | Buy |
177,360
+6,600
| +4% | +$549K | 1.99% | 7 |
|
|
2018
Q3 | $17.1M | Sell |
170,760
-1,220
| -0.7% | -$115K | 2.28% | 6 |
|
|
2018
Q2 | $14.6M | Buy |
171,980
+18,100
| +12% | +$1.44M | 2.09% | 7 |
|
|
2018
Q1 | $11.1M | Buy |
153,880
+3,280
| +2% | +$235K | 1.69% | 7 |
|
|
2017
Q4 | $8.81M | Buy |
150,600
+7,140
| +5% | +$393K | 1.37% | 15 |
|
|
2017
Q3 | $6.9M | Buy |
143,460
+7,820
| +6% | +$384K | 1.16% | 20 |
|
|
2017
Q2 | $6.57M | Buy |
135,640
+740
| +0.5% | +$35.3K | 1.1% | 21 |
|
|
2017
Q1 | $5.98M | Sell |
134,900
-15,140
| -10% | -$631K | 1.1% | 25 |
|
|
2016
Q4 | $5.63M | Buy |
150,040
+42,280
| +39% | +$1.66M | 1.14% | 29 |
|
|
2016
Q3 | $4.51M | Buy |
107,760
+11,780
| +12% | +$451K | 0.85% | 42 |
|
|
2016
Q2 | $3.43M | Buy |
95,980
+81,520
| +564% | +$2.76M | 0.7% | 48 |
|
|
2016
Q1 | $429K | Buy |
14,460
+2,800
| +24% | +$79.5K | 0.08% | 149 |
|
|
2015
Q4 | $394K | Buy |
11,660
+120
| +1% | +$3.78K | 0.08% | 162 |
|
|
2015
Q3 | $295K | Buy |
11,540
+1,060
| +10% | +$26.8K | 0.07% | 170 |
|
|
2015
Q2 | $227K | Sell |
10,480
-600
| -5% | -$12.5K | 0.05% | 172 |
|
|
2015
Q1 | $206K | Buy |
+11,080
| New | +$195K | 0.05% | 175 |
|
Other funds holding AMZN
Appleton Partners's AMZN Position: Q2 2026 in Review
Appleton Partners reduced its Amazon (AMZN) stake by 1.4% in Q2 2026, selling an estimated $627K and leaving 177,012 shares worth $42.2M. The position accounts for 2.59% of the portfolio, ranked #9.
Appleton Partners first reported a position in AMZN in Q1 2015 and has held it in 46 quarters since. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Appleton Partners held 177,012 shares of Amazon worth $42.2M as of Q2 2026.
- Appleton Partners sold 2,498 Amazon shares in Q2 2026, an estimated $627K.
- Amazon made up 2.59% of Appleton Partners's portfolio in Q2 2026, its #9 holding.
- Appleton Partners first reported a position in Amazon in Q1 2015 and has held it in 46 quarters since.
- 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.