Beaumont Financial 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 | $36.1M | Sell |
151,329
-1,147
| -0.8% | -$288K | 2.3% | 9 |
|
|
2026
Q1 | $31.8M | Sell |
152,476
-2,225
| -1% | -$490K | 2.18% | 10 |
|
|
2025
Q4 | $35.7M | Sell |
154,701
-6,351
| -4% | -$1.45M | 2.35% | 10 |
|
|
2025
Q3 | $35.4M | Sell |
161,052
-1,652
| -1% | -$374K | 2.36% | 10 |
|
|
2025
Q2 | $35.7M | Sell |
162,704
-408
| -0.3% | -$80.7K | 2.58% | 8 |
|
|
2025
Q1 | $31M | Buy |
163,112
+824
| +0.5% | +$179K | 2.43% | 9 |
|
|
2024
Q4 | $35.6M | Sell |
162,288
-1,643
| -1% | -$336K | 2.67% | 8 |
|
|
2024
Q3 | $30.5M | Sell |
163,931
-4,183
| -2% | -$763K | 2.39% | 7 |
|
|
2024
Q2 | $32.5M | Sell |
168,114
-1,302
| -0.8% | -$239K | 2.6% | 6 |
|
|
2024
Q1 | $30.6M | Buy |
169,416
+1,481
| +0.9% | +$247K | 2.52% | 7 |
|
|
2023
Q4 | $25.5M | Buy |
167,935
+228
| +0.1% | +$32K | 2.33% | 9 |
|
|
2023
Q3 | $21.3M | Buy |
167,707
+9
| +0% | +$1.21K | 2.13% | 9 |
|
|
2023
Q2 | $21.9M | Buy |
167,698
+4,631
| +3% | +$529K | 2.02% | 14 |
|
|
2023
Q1 | $16.8M | Buy |
163,067
+15,955
| +11% | +$1.54M | 1.71% | 17 |
|
|
2022
Q4 | $12.4M | Sell |
147,112
-36,845
| -20% | -$3.64M | 1.24% | 22 |
|
|
2022
Q3 | $20.8M | Buy |
183,957
+1,884
| +1% | +$238K | 1.99% | 13 |
|
|
2022
Q2 | $19.3M | Buy |
182,073
+4,633
| +3% | +$580K | 1.74% | 12 |
|
|
2022
Q1 | $28.9M | Buy |
177,440
+1,400
| +0.8% | +$216K | 2.2% | 7 |
|
|
2021
Q4 | $29.3M | Sell |
176,040
-2,400
| -1% | -$411K | 2.13% | 9 |
|
|
2021
Q3 | $29.3M | Buy |
178,440
+1,600
| +0.9% | +$276K | 2.26% | 8 |
|
|
2021
Q2 | $30.4M | Buy |
176,840
+12,240
| +7% | +$2.03M | 2.32% | 7 |
|
|
2021
Q1 | $25.5M | Buy |
164,600
+5,700
| +4% | +$904K | 2.16% | 7 |
|
|
2020
Q4 | $25.9M | Sell |
158,900
-26,820
| -14% | -$4.28M | 2.3% | 8 |
|
|
2020
Q3 | $29.2M | Buy |
185,720
+2,440
| +1% | +$385K | 2.79% | 4 |
|
|
2020
Q2 | $25.3M | Buy |
183,280
+1,540
| +0.8% | +$186K | 2.64% | 4 |
|
|
2020
Q1 | $17.7M | Buy |
181,740
+1,680
| +0.9% | +$163K | 2.24% | 10 |
|
|
2019
Q4 | $16.6M | Buy |
180,060
+84,580
| +89% | +$7.49M | 1.64% | 23 |
|
|
2019
Q3 | $8.29M | Buy |
95,480
+5,200
| +6% | +$482K | 0.83% | 38 |
|
|
2019
Q2 | $8.55M | Buy |
90,280
+5,740
| +7% | +$535K | 0.88% | 37 |
|
|
2019
Q1 | $7.53M | Buy |
84,540
+3,300
| +4% | +$275K | 0.81% | 39 |
|
|
2018
Q4 | $6.1M | Sell |
81,240
-580
| -0.7% | -$48.2K | 1% | 29 |
|
|
2018
Q3 | $8.19M | Buy |
81,820
+2,600
| +3% | +$244K | 0.82% | 38 |
|
|
2018
Q2 | $6.73M | Buy |
79,220
+52,200
| +193% | +$4.14M | 0.71% | 39 |
|
|
2018
Q1 | $1.96M | Buy |
27,020
+6,740
| +33% | +$482K | 0.22% | 77 |
|
|
2017
Q4 | $1.19M | Buy |
20,280
+4,560
| +29% | +$251K | 0.14% | 93 |
|
|
2017
Q3 | $756K | Buy |
15,720
+140
| +0.9% | +$6.88K | 0.09% | 98 |
|
|
2017
Q2 | $754K | Buy |
15,580
+4,680
| +43% | +$223K | 0.1% | 100 |
|
|
2017
Q1 | $483K | Buy |
10,900
+60
| +0.6% | +$2.5K | 0.07% | 120 |
|
|
2016
Q4 | $406K | Buy |
10,840
+1,560
| +17% | +$61.1K | 0.06% | 101 |
|
|
2016
Q3 | $388K | Hold |
9,280
| – | – | 0.06% | 110 |
|
|
2016
Q2 | $332K | Buy |
+9,280
| New | +$314K | 0.05% | 110 |
|
|
2016
Q1 | – | Sell |
-8,500
| Closed | -$287K | – | 131 |
|
|
2015
Q4 | $287K | Buy |
+8,500
| New | +$268K | 0.05% | 98 |
|
|
2014
Q1 | – | Sell |
-15,240
| Closed | -$304K | – | 130 |
|
|
2013
Q4 | $304K | Buy |
+15,240
| New | +$274K | 0.03% | 123 |
|
Other funds holding AMZN
Beaumont Financial Advisors's AMZN Position: Q2 2026 in Review
Beaumont Financial Advisors reduced its Amazon (AMZN) stake by 0.75% in Q2 2026, selling an estimated $288K and leaving 151,329 shares worth $36.1M. The position accounts for 2.3% of the portfolio, ranked #9.
Beaumont Financial Advisors first reported a position in AMZN in Q4 2013 and has held it in 43 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Beaumont Financial Advisors held 151,329 shares of Amazon worth $36.1M as of Q2 2026.
- Beaumont Financial Advisors sold 1,147 Amazon shares in Q2 2026, an estimated $288K.
- Amazon made up 2.3% of Beaumont Financial Advisors's portfolio in Q2 2026, its #9 holding.
- Beaumont Financial Advisors first reported a position in Amazon in Q4 2013 and has held it in 43 quarters since.
- 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.