Benchmark Financial 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 | $4.13M | Sell |
17,336
-898
| -5% | -$225K | 1.02% | 29 |
|
|
2026
Q1 | $3.8M | Buy |
18,234
+1,028
| +6% | +$226K | 1.05% | 27 |
|
|
2025
Q4 | $3.97M | Sell |
17,206
-1,775
| -9% | -$406K | 1.14% | 24 |
|
|
2025
Q3 | $4.17M | Buy |
18,981
+282
| +2% | +$63.8K | 1.25% | 22 |
|
|
2025
Q2 | $4.1M | Sell |
18,699
-153
| -0.8% | -$30.3K | 1.36% | 21 |
|
|
2025
Q1 | $3.59M | Sell |
18,852
-1,147
| -6% | -$249K | 1.35% | 21 |
|
|
2024
Q4 | $4.39M | Sell |
19,999
-530
| -3% | -$108K | 1.41% | 18 |
|
|
2024
Q3 | $3.83M | Sell |
20,529
-527
| -3% | -$96.2K | 1.28% | 19 |
|
|
2024
Q2 | $4.07M | Buy |
21,056
+107
| +0.5% | +$19.7K | 1.51% | 18 |
|
|
2024
Q1 | $3.78M | Sell |
20,949
-416
| -2% | -$69.4K | 1.44% | 19 |
|
|
2023
Q4 | $3.25M | Sell |
21,365
-961
| -4% | -$135K | 1.4% | 18 |
|
|
2023
Q3 | $2.84M | Sell |
22,326
-119
| -0.5% | -$15.9K | 1.33% | 19 |
|
|
2023
Q2 | $2.93M | Buy |
22,445
+166
| +0.7% | +$19K | 1.36% | 17 |
|
|
2023
Q1 | $2.3M | Sell |
22,279
-523
| -2% | -$50.5K | 1.18% | 17 |
|
|
2022
Q4 | $1.92M | Sell |
22,802
-161
| -0.7% | -$15.9K | 1.04% | 18 |
|
|
2022
Q3 | $2.6M | Sell |
22,963
-1,288
| -5% | -$163K | 1.53% | 17 |
|
|
2022
Q2 | $2.58M | Buy |
24,251
+2,711
| +13% | +$339K | 1.32% | 20 |
|
|
2022
Q1 | $3.51M | Sell |
21,540
-300
| -1% | -$46.4K | 1.49% | 19 |
|
|
2021
Q4 | $3.64M | Buy |
21,840
+1,180
| +6% | +$202K | 1.52% | 17 |
|
|
2021
Q3 | $3.39M | Buy |
20,660
+180
| +0.9% | +$31K | 1.61% | 17 |
|
|
2021
Q2 | $3.52M | Sell |
20,480
-300
| -1% | -$49.9K | 1.68% | 16 |
|
|
2021
Q1 | $3.21M | Sell |
20,780
-8,400
| -29% | -$1.33M | 1.75% | 16 |
|
|
2020
Q4 | $4.75M | Buy |
29,180
+400
| +1% | +$63.8K | 2.61% | 13 |
|
|
2020
Q3 | $4.53M | Buy |
28,780
+4,040
| +16% | +$637K | 2.92% | 12 |
|
|
2020
Q2 | $3.41M | Sell |
24,740
-1,900
| -7% | -$229K | 2.51% | 13 |
|
|
2020
Q1 | $2.6M | Sell |
26,640
-980
| -4% | -$94.9K | 2.61% | 10 |
|
|
2019
Q4 | $2.55M | Buy |
27,620
+4,380
| +19% | +$388K | 2.11% | 11 |
|
|
2019
Q3 | $2.02M | Sell |
23,240
-2,180
| -9% | -$202K | 1.98% | 10 |
|
|
2019
Q2 | $2.41M | Buy |
25,420
+520
| +2% | +$48.4K | 2.35% | 9 |
|
|
2019
Q1 | $2.22M | Buy |
24,900
+40
| +0.2% | +$3.33K | 2.32% | 9 |
|
|
2018
Q4 | $1.87M | Buy |
+24,860
| New | +$2.07M | 2.31% | 9 |
|
Other funds holding AMZN
Benchmark Financial Wealth Advisors's AMZN Position: Q2 2026 in Review
Benchmark Financial Wealth Advisors reduced its Amazon (AMZN) stake by 4.9% in Q2 2026, selling an estimated $225K and leaving 17,336 shares worth $4.13M. The position accounts for 1.02% of the portfolio, ranked #29.
Benchmark Financial Wealth Advisors first reported a position in AMZN in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.75M in Q4 2020. 6,152 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Benchmark Financial Wealth Advisors held 17,336 shares of Amazon worth $4.13M as of Q2 2026.
- Benchmark Financial Wealth Advisors sold 898 Amazon shares in Q2 2026, an estimated $225K.
- Amazon made up 1.02% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #29 holding.
- Benchmark Financial Wealth Advisors first reported a position in Amazon in Q4 2018 and has held it in 31 quarters since.
- Benchmark Financial Wealth Advisors's Amazon position peaked at $4.75M in Q4 2020.
- 6,152 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.