Aries Wealth 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
$10.4M Sell
43,427
-180
-0.4% -$45.2K 2.03% 12
2026
Q1
$9.08M Buy
43,607
+685
+2% +$151K 2% 12
2025
Q4
$9.91M Buy
42,922
+154
+0.4% +$35.2K 2.19% 10
2025
Q3
$9.39M Buy
42,768
+70
+0.2% +$15.8K 2.22% 8
2025
Q2
$9.37M Buy
42,698
+870
+2% +$172K 2.45% 8
2025
Q1
$7.96M Buy
41,828
+1,441
+4% +$313K 2.16% 8
2024
Q4
$8.86M Sell
40,387
-230
-0.6% -$47.1K 2.44% 8
2024
Q3
$7.57M Sell
40,617
-366
-0.9% -$66.8K 2.08% 9
2024
Q2
$7.92M Buy
40,983
+295
+0.7% +$54.2K 2.5% 8
2024
Q1
$7.34M Sell
40,688
-709
-2% -$118K 2.37% 9
2023
Q4
$6.29M Buy
41,397
+10,833
+35% +$1.52M 2.24% 8
2023
Q3
$4.05M Buy
30,564
+751
+3% +$101K 1.59% 13
2023
Q2
$3.89M Buy
29,813
+52
+0.2% +$5.94K 1.51% 13
2023
Q1
$3.07M Buy
29,761
+540
+2% +$52.2K 1.26% 17
2022
Q4
$2.45M Buy
29,221
+585
+2% +$57.8K 1.06% 25
2022
Q3
$2.93M Sell
28,636
-189
-0.7% -$23.9K 1.3% 17
2022
Q2
$3.06M Buy
28,825
+21,225
+279% +$2.66M 1.39% 16
2022
Q1
$1.24M Sell
7,600
-17,260
-69% -$2.67M 0.54% 39
2021
Q4
$4.14M Buy
24,860
+960
+4% +$164K 1.58% 13
2021
Q3
$3.93M Buy
23,900
+560
+2% +$96.6K 1.66% 13
2021
Q2
$4.01M Buy
23,340
+220
+1% +$36.6K 1.72% 12
2021
Q1
$3.85M Buy
23,120
+1,480
+7% +$235K 1.73% 13
2020
Q4
$3.44M Sell
21,640
-420
-2% -$67K 1.72% 13
2020
Q3
$3.47M Sell
22,060
-1,860
-8% -$293K 1.97% 12
2020
Q2
$3.3M Sell
23,920
-120
-0.5% -$14.5K 2.01% 12
2020
Q1
$2.31M Sell
24,040
-220
-0.9% -$21.3K 1.76% 13
2019
Q4
$2.31M Hold
24,260
1.41% 16
2019
Q3
$2.1M Hold
24,260
1.4% 17
2019
Q2
$2.36M Sell
24,260
-40
-0.2% -$3.73K 1.65% 14
2019
Q1
$2.16M Sell
24,300
-60
-0.2% -$4.99K 1.62% 16
2018
Q4
$1.83M Buy
24,360
+1,080
+5% +$89.8K 1.94% 12
2018
Q3
$2.33M Hold
23,280
2.09% 9
2018
Q2
$2.07M Sell
23,280
-100
-0.4% -$7.94K 1.91% 12
2018
Q1
$1.68M Buy
23,380
+920
+4% +$65.8K 1.63% 18
2017
Q4
$1.45M Buy
+22,460
New +$1.24M 1.34% 23

Other funds holding AMZN

Aries Wealth Management's AMZN Position: Q2 2026 in Review

Aries Wealth Management reduced its Amazon (AMZN) stake by 0.41% in Q2 2026, selling an estimated $45.2K and leaving 43,427 shares worth $10.4M. The position accounts for 2.03% of the portfolio, ranked #12.

Aries Wealth Management first reported a position in AMZN in Q4 2017 and has held it in 35 quarters since. 6,105 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Aries Wealth Management held 43,427 shares of Amazon worth $10.4M as of Q2 2026.
  • Aries Wealth Management sold 180 Amazon shares in Q2 2026, an estimated $45.2K.
  • Amazon made up 2.03% of Aries Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Aries Wealth Management first reported a position in Amazon in Q4 2017 and has held it in 35 quarters since.
  • 6,105 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.