Arete 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
Q2 | $22.3M | Buy |
93,627
+7,043
| +8% | +$1.77M | 1.48% | 12 |
|
|
2026
Q1 | $18M | Buy |
86,584
+4,893
| +6% | +$1.08M | 1.35% | 16 |
|
|
2025
Q4 | $18.9M | Sell |
81,691
-6,906
| -8% | -$1.58M | 1.31% | 16 |
|
|
2025
Q3 | $19.5M | Buy |
88,597
+4,790
| +6% | +$1.08M | 1.22% | 13 |
|
|
2025
Q2 | $18.4M | Sell |
83,807
-10,682
| -11% | -$2.11M | 1.31% | 12 |
|
|
2025
Q1 | $18M | Sell |
94,489
-11,583
| -11% | -$2.51M | 1.37% | 12 |
|
|
2024
Q4 | $23.3M | Buy |
106,072
+27,374
| +35% | +$5.6M | 1.68% | 8 |
|
|
2024
Q3 | $14.6M | Buy |
+78,698
| New | +$14.4M | 1.26% | 15 |
|
|
2024
Q1 | – | Sell |
-102,450
| Closed | -$15.6M | – | 395 |
|
|
2023
Q4 | $15.6M | Buy |
+102,450
| New | +$14.4M | 1.19% | 14 |
|
|
2023
Q2 | – | Sell |
-121,511
| Closed | -$12.6M | – | 671 |
|
|
2023
Q1 | $12.6M | Buy |
121,511
+8,202
| +7% | +$792K | 1.02% | 17 |
|
|
2022
Q4 | $9.52B | Sell |
113,309
-3,941
| -3% | -$389K | 0.83% | 19 |
|
|
2022
Q3 | $13.2M | Buy |
117,250
+57,424
| +96% | +$7.26M | 1.3% | 14 |
|
|
2022
Q2 | $6.38M | Buy |
+59,826
| New | +$7.49M | 0.64% | 39 |
|
|
2022
Q1 | – | Sell |
-53,500
| Closed | -$9.01M | – | 512 |
|
|
2021
Q4 | $9.01M | Buy |
53,500
+2,760
| +5% | +$472K | 0.77% | 30 |
|
|
2021
Q3 | $8.33M | Buy |
50,740
+460
| +0.9% | +$79.3K | 0.92% | 25 |
|
|
2021
Q2 | $4.44M | Buy |
50,280
+20
| +0% | +$3.32K | 0.62% | 37 |
|
|
2021
Q1 | $7.78M | Buy |
50,260
+3,720
| +8% | +$590K | 0.99% | 22 |
|
|
2020
Q4 | $7.49M | Sell |
46,540
-17,280
| -27% | -$2.76M | 1.06% | 20 |
|
|
2020
Q3 | $9.97M | Buy |
63,820
+420
| +0.7% | +$66.2K | 1.5% | 13 |
|
|
2020
Q2 | $8.74M | Buy |
63,400
+3,760
| +6% | +$454K | 1.51% | 11 |
|
|
2020
Q1 | $5.81M | Buy |
59,640
+11,260
| +23% | +$1.09M | 1.14% | 16 |
|
|
2019
Q4 | $4.47M | Sell |
48,380
-700
| -1% | -$62K | 0.78% | 22 |
|
|
2019
Q3 | $4.26M | Buy |
49,080
+8,540
| +21% | +$792K | 0.81% | 21 |
|
|
2019
Q2 | $3.84M | Buy |
40,540
+860
| +2% | +$80.1K | 0.74% | 24 |
|
|
2019
Q1 | $3.53M | Buy |
39,680
+4,460
| +13% | +$371K | 0.74% | 26 |
|
|
2018
Q4 | $2.65M | Buy |
35,220
+7,100
| +25% | +$590K | 0.64% | 41 |
|
|
2018
Q3 | $2.82M | Buy |
28,120
+1,520
| +6% | +$143K | 0.62% | 40 |
|
|
2018
Q2 | $2.26M | Sell |
26,600
-420
| -2% | -$33.3K | 0.54% | 47 |
|
|
2018
Q1 | $1.96M | Buy |
27,020
+4,000
| +17% | +$286K | 0.65% | 32 |
|
|
2017
Q4 | $1.35M | Sell |
23,020
-34,820
| -60% | -$1.92M | 0.44% | 51 |
|
|
2017
Q3 | $2.78M | Buy |
57,840
+2,560
| +5% | +$126K | 1.11% | 13 |
|
|
2017
Q2 | $2.68M | Sell |
55,280
-41,220
| -43% | -$1.97M | 1.22% | 12 |
|
|
2017
Q1 | $4.28M | Buy |
96,500
+19,280
| +25% | +$804K | 1.86% | 10 |
|
|
2016
Q4 | $2.9M | Buy |
77,220
+63,200
| +451% | +$2.48M | 1.34% | 20 |
|
|
2016
Q3 | $587K | Buy |
14,020
+200
| +1% | +$7.66K | 0.34% | 76 |
|
|
2016
Q2 | $494K | Hold |
13,820
| – | – | 0.31% | 69 |
|
|
2016
Q1 | $410K | Sell |
13,820
-240
| -2% | -$6.81K | 0.24% | 78 |
|
|
2015
Q4 | $475K | Sell |
14,060
-7,760
| -36% | -$245K | 0.29% | 61 |
|
|
2015
Q3 | $558K | Sell |
21,820
-88,180
| -80% | -$2.23M | 0.44% | 47 |
|
|
2015
Q2 | $2.39M | Buy |
+110,000
| New | +$2.3M | 1.61% | 12 |
|
|
2015
Q1 | – | Sell |
-12,920
| Closed | -$200K | – | 154 |
|
|
2014
Q4 | $200K | Buy |
+12,920
| New | +$201K | 0.14% | 120 |
|
Other funds holding AMZN
Arete Wealth Advisors's AMZN Position: Q2 2026 in Review
Arete Wealth Advisors increased its Amazon (AMZN) stake by 8.1% in Q2 2026, buying an estimated $1.77M and bringing the position to 93,627 shares worth $22.3M. The position accounts for 1.48% of the portfolio, ranked #12.
Arete Wealth Advisors first reported a position in AMZN in Q4 2014 and has held it in 41 quarters since. The position peaked at $9.52B in Q4 2022. 6,103 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Arete Wealth Advisors held 93,627 shares of Amazon worth $22.3M as of Q2 2026.
- Arete Wealth Advisors bought 7,043 Amazon shares in Q2 2026, an estimated $1.77M.
- Amazon made up 1.48% of Arete Wealth Advisors's portfolio in Q2 2026, its #12 holding.
- Arete Wealth Advisors first reported a position in Amazon in Q4 2014 and has held it in 41 quarters since.
- Arete Wealth Advisors's Amazon position peaked at $9.52B in Q4 2022.
- 6,103 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.