Avidian Wealth Enterprises’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
$24.2M Buy
101,553
+451
+0.4% +$113K 0.67% 30
2026
Q1
$21.1M Buy
101,102
+17,393
+21% +$3.83M 0.67% 30
2025
Q4
$19.3M Buy
83,709
+3,209
+4% +$734K 0.7% 28
2025
Q3
$17.7M Buy
80,500
+4,493
+6% +$1.02M 0.67% 28
2025
Q2
$16.7M Buy
76,007
+3,765
+5% +$745K 0.68% 31
2025
Q1
$13.7M Buy
72,242
+807
+1% +$175K 0.61% 37
2024
Q4
$15.7M Buy
71,435
+779
+1% +$159K 0.7% 28
2024
Q3
$13.2M Buy
70,656
+50
+0.1% +$9.12K 0.6% 34
2024
Q2
$13.6M Buy
70,606
+19,876
+39% +$3.65M 0.57% 33
2024
Q1
$9.15M Buy
50,730
+4,762
+10% +$795K 0.44% 39
2023
Q4
$6.98M Sell
45,968
-868
-2% -$122K 0.43% 44
2023
Q3
$5.95M Sell
46,836
-2,350
-5% -$315K 0.42% 49
2023
Q2
$6.41M Sell
49,186
-37,370
-43% -$4.27M 0.42% 50
2023
Q1
$8.94M Buy
86,556
+25,831
+43% +$2.5M 0.49% 47
2022
Q4
$5.1M Sell
60,725
-9,423
-13% -$931K 0.33% 66
2022
Q3
$7.93M Buy
70,148
+813
+1% +$103K 0.57% 38
2022
Q2
$7.36M Buy
69,335
+2,635
+4% +$330K 0.52% 43
2022
Q1
$10.9M Buy
66,700
+3,680
+6% +$569K 0.67% 33
2021
Q4
$10.5M Buy
63,020
+10,720
+20% +$1.83M 0.65% 32
2021
Q3
$8.59M Sell
52,300
-17,400
-25% -$3M 0.65% 33
2021
Q2
$12M Sell
69,700
-12,220
-15% -$2.03M 0.92% 27
2021
Q1
$12.7M Sell
81,920
-1,260
-2% -$200K 1.08% 22
2020
Q4
$13.5M Sell
83,180
-3,860
-4% -$616K 1.28% 17
2020
Q3
$13.7M Buy
87,040
+1,560
+2% +$246K 1.55% 13
2020
Q2
$11.8M Buy
85,480
+2,300
+3% +$278K 1.59% 12
2020
Q1
$8.11M Sell
83,180
-327,000
-80% -$31.6M 1.3% 19
2019
Q4
$37.9M Sell
410,180
-6,780
-2% -$600K 5.39% 6
2019
Q3
$36.2M Sell
416,960
-4,180
-1% -$388K 5.96% 6
2019
Q2
$39.9M Buy
421,140
+117,000
+38% +$10.9M 9.43% 3
2019
Q1
$27.1M Sell
304,140
-280
-0.1% -$23.3K 6.02% 3
2018
Q4
$22.9M Buy
304,420
+281,960
+1,255% +$23.4M 7.98% 4
2018
Q3
$2.25M Buy
22,460
+2,320
+12% +$218K 0.7% 19
2018
Q2
$1.71M Buy
20,140
+2,700
+15% +$214K 0.54% 22
2018
Q1
$1.26M Buy
17,440
+4,640
+36% +$332K 0.42% 25
2017
Q4
$748 Sell
12,800
-200
-2% -$11K 0.2% 36
2017
Q3
$625K Buy
13,000
+2,360
+22% +$116K 0.24% 35
2017
Q2
$515K Buy
10,640
+360
+4% +$17.2K 0.21% 35
2017
Q1
$456K Buy
10,280
+1,040
+11% +$43.3K 0.17% 36
2016
Q4
$346K Hold
9,240
0.15% 46
2016
Q3
$387K Buy
9,240
+1,640
+22% +$62.8K 0.16% 42
2016
Q2
$272 Sell
7,600
-380
-5% -$12.9K 0.1% 53
2016
Q1
$237K Buy
7,980
+800
+11% +$22.7K 0.13% 66
2015
Q4
$243K Buy
+7,180
New +$226K 0.12% 36

Other funds holding AMZN

Avidian Wealth Enterprises's AMZN Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Amazon (AMZN) stake by 0.45% in Q2 2026, buying an estimated $113K and bringing the position to 101,553 shares worth $24.2M. The position accounts for 0.67% of the portfolio, ranked #30.

Avidian Wealth Enterprises first reported a position in AMZN in Q4 2015 and has held it in 43 quarters since. The position peaked at $39.9M in Q2 2019. 6,103 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Avidian Wealth Enterprises held 101,553 shares of Amazon worth $24.2M as of Q2 2026.
  • Avidian Wealth Enterprises bought 451 Amazon shares in Q2 2026, an estimated $113K.
  • Amazon made up 0.67% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #30 holding.
  • Avidian Wealth Enterprises first reported a position in Amazon in Q4 2015 and has held it in 43 quarters since.
  • Avidian Wealth Enterprises's Amazon position peaked at $39.9M in Q2 2019.
  • 6,103 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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