Bartlett & Co 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 | $223M | Buy |
936,125
+6,245
| +0.7% | +$1.57M | 2.79% | 7 |
|
|
2026
Q1 | $253M | Buy |
929,880
+10,491
| +1% | +$2.31M | 3.23% | 4 |
|
|
2025
Q4 | $212M | Buy |
919,389
+11,531
| +1% | +$2.64M | 2.78% | 5 |
|
|
2025
Q3 | $199M | Buy |
907,858
+7,290
| +0.8% | +$1.65M | 2.64% | 8 |
|
|
2025
Q2 | $198M | Buy |
900,568
+47,244
| +6% | +$9.35M | 2.76% | 5 |
|
|
2025
Q1 | $162M | Buy |
853,324
+49,798
| +6% | +$10.8M | 2.39% | 9 |
|
|
2024
Q4 | $176M | Buy |
803,526
+12,529
| +2% | +$2.56M | 2.56% | 7 |
|
|
2024
Q3 | $147M | Buy |
790,997
+17,843
| +2% | +$3.26M | 2.12% | 10 |
|
|
2024
Q2 | $149M | Buy |
773,154
+12,644
| +2% | +$2.32M | 2.27% | 7 |
|
|
2024
Q1 | $137M | Buy |
760,510
+17,267
| +2% | +$2.88M | 2.11% | 9 |
|
|
2023
Q4 | $114M | Buy |
743,243
+20,571
| +3% | +$2.88M | 1.85% | 10 |
|
|
2023
Q3 | $91.9M | Buy |
722,672
+4,311
| +0.6% | +$578K | 1.65% | 15 |
|
|
2023
Q2 | $93.6M | Buy |
718,361
+94,756
| +15% | +$10.8M | 1.62% | 13 |
|
|
2023
Q1 | $64.4M | Buy |
623,605
+38,824
| +7% | +$3.75M | 1.24% | 24 |
|
|
2022
Q4 | $49.2M | Sell |
584,781
-80,849
| -12% | -$7.99M | 0.99% | 33 |
|
|
2022
Q3 | $75.2M | Buy |
665,630
+9,293
| +1% | +$1.17M | 1.62% | 12 |
|
|
2022
Q2 | $69.7M | Buy |
656,337
+56,517
| +9% | +$7.07M | 1.41% | 19 |
|
|
2022
Q1 | $97.8M | Buy |
599,820
+36,160
| +6% | +$5.59M | 1.71% | 11 |
|
|
2021
Q4 | $94M | Buy |
563,660
+26,380
| +5% | +$4.51M | 1.59% | 14 |
|
|
2021
Q3 | $88.2M | Buy |
537,280
+16,820
| +3% | +$2.9M | 1.68% | 11 |
|
|
2021
Q2 | $89.5M | Buy |
520,460
+170,740
| +49% | +$28.4M | 1.71% | 11 |
|
|
2021
Q1 | $54.1M | Buy |
349,720
+24,820
| +8% | +$3.93M | 1.09% | 32 |
|
|
2020
Q4 | $52.9M | Buy |
324,900
+9,000
| +3% | +$1.44M | 1.13% | 27 |
|
|
2020
Q3 | $49.7M | Buy |
315,900
+17,700
| +6% | +$2.79M | 1.17% | 26 |
|
|
2020
Q2 | $41.1M | Buy |
298,200
+31,320
| +12% | +$3.78M | 1.07% | 30 |
|
|
2020
Q1 | $26M | Buy |
266,880
+236,440
| +777% | +$22.9M | 0.79% | 44 |
|
|
2019
Q4 | $2.81M | Buy |
30,440
+380
| +1% | +$33.6K | 0.07% | 150 |
|
|
2019
Q3 | $2.61M | Buy |
30,060
+19,320
| +180% | +$1.79M | 0.07% | 152 |
|
|
2019
Q2 | $1.02M | Buy |
10,740
+20
| +0.2% | +$1.86K | 0.04% | 168 |
|
|
2019
Q1 | $954K | Buy |
10,720
+360
| +3% | +$30K | 0.04% | 168 |
|
|
2018
Q4 | $778K | Buy |
10,360
+1,940
| +23% | +$161K | 0.03% | 175 |
|
|
2018
Q3 | $843K | Hold |
8,420
| – | – | 0.03% | 179 |
|
|
2018
Q2 | $716K | Sell |
8,420
-20
| -0.2% | -$1.59K | 0.03% | 181 |
|
|
2018
Q1 | $611K | Buy |
+8,440
| New | +$604K | 0.03% | 184 |
|
Other funds holding AMZN
SCI
RG
ATO
Bartlett & Co Wealth Management's AMZN Position: Q2 2026 in Review
Bartlett & Co Wealth Management increased its Amazon (AMZN) stake by 0.67% in Q2 2026, buying an estimated $1.57M and bringing the position to 936,125 shares worth $223M. The position accounts for 2.79% of the portfolio, ranked #7.
Bartlett & Co Wealth Management first reported a position in AMZN in Q1 2018 and has held it in 34 quarters since. The position peaked at $253M in Q1 2026. 2,021 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Bartlett & Co Wealth Management held 936,125 shares of Amazon worth $223M as of Q2 2026.
- Bartlett & Co Wealth Management bought 6,245 Amazon shares in Q2 2026, an estimated $1.57M.
- Amazon made up 2.79% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #7 holding.
- Bartlett & Co Wealth Management first reported a position in Amazon in Q1 2018 and has held it in 34 quarters since.
- Bartlett & Co Wealth Management's Amazon position peaked at $253M in Q1 2026.
- 2,021 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.