Bernardo Wealth Planning’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 | $4.74M | Buy |
19,895
+1,344
| +7% | +$337K | 0.81% | 26 |
|
|
2026
Q1 | $3.86M | Buy |
18,551
+365
| +2% | +$80.4K | 0.76% | 25 |
|
|
2025
Q4 | $4.2M | Buy |
18,186
+675
| +4% | +$154K | 0.8% | 26 |
|
|
2025
Q3 | $3.84M | Buy |
17,511
+7
| +0% | +$1.58K | 0.75% | 26 |
|
|
2025
Q2 | $3.84M | Sell |
17,504
-90
| -0.5% | -$17.8K | 0.83% | 26 |
|
|
2025
Q1 | $3.35M | Buy |
17,594
+356
| +2% | +$77.3K | 0.8% | 26 |
|
|
2024
Q4 | $3.77M | Buy |
17,238
+355
| +2% | +$72.6K | 0.9% | 26 |
|
|
2024
Q3 | $3.17M | Buy |
16,883
+2,470
| +17% | +$451K | 0.77% | 25 |
|
|
2024
Q2 | $2.79M | Sell |
14,413
-2,178
| -13% | -$400K | 0.75% | 27 |
|
|
2024
Q1 | $2.99M | Sell |
16,591
-108
| -0.6% | -$18K | 0.83% | 27 |
|
|
2023
Q4 | $2.54M | Buy |
16,699
+506
| +3% | +$70.9K | 0.8% | 28 |
|
|
2023
Q3 | $2.06M | Buy |
16,193
+580
| +4% | +$77.7K | 0.81% | 26 |
|
|
2023
Q2 | $2.04M | Sell |
15,613
-874
| -5% | -$99.8K | 0.81% | 25 |
|
|
2023
Q1 | $1.7M | Sell |
16,487
-340
| -2% | -$32.8K | 0.73% | 26 |
|
|
2022
Q4 | $1.41M | Buy |
16,827
+28
| +0.2% | +$2.77K | 0.66% | 29 |
|
|
2022
Q3 | $2M | Sell |
16,799
-101
| -0.6% | -$12.8K | 1.13% | 21 |
|
|
2022
Q2 | $1.79M | Buy |
16,900
+420
| +3% | +$52.6K | 1.02% | 20 |
|
|
2022
Q1 | $2.69M | Buy |
16,480
+260
| +2% | +$40.2K | 1.33% | 19 |
|
|
2021
Q4 | $2.7M | Buy |
16,220
+700
| +5% | +$120K | 1.32% | 21 |
|
|
2021
Q3 | $2.55M | Buy |
15,520
+520
| +3% | +$89.7K | 1.48% | 17 |
|
|
2021
Q2 | $2.58M | Sell |
15,000
-220
| -1% | -$36.6K | 1.55% | 17 |
|
|
2021
Q1 | $2.35M | Sell |
15,220
-36,200
| -70% | -$5.74M | 1.5% | 17 |
|
|
2020
Q4 | $8.37M | Buy |
51,420
+2,940
| +6% | +$469K | 3.23% | 7 |
|
|
2020
Q3 | $7.63M | Buy |
48,480
+2,220
| +5% | +$350K | 3.43% | 6 |
|
|
2020
Q2 | $6.38M | Buy |
46,260
+540
| +1% | +$65.2K | 3.42% | 6 |
|
|
2020
Q1 | $4.46M | Buy |
45,720
+2,040
| +5% | +$197K | 3.1% | 5 |
|
|
2019
Q4 | $4.04M | Sell |
43,680
-920
| -2% | -$81.4K | 2.45% | 8 |
|
|
2019
Q3 | $3.87M | Sell |
44,600
-940
| -2% | -$87.2K | 2.8% | 6 |
|
|
2019
Q2 | $4.31M | Sell |
45,540
-2,040
| -4% | -$190K | 3.38% | 4 |
|
|
2019
Q1 | $4.24M | Buy |
47,580
+2,380
| +5% | +$198K | 3.36% | 4 |
|
|
2018
Q4 | $3.39M | Buy |
+45,200
| New | +$3.76M | 3% | 4 |
|
Other funds holding AMZN
Bernardo Wealth Planning's AMZN Position: Q2 2026 in Review
Bernardo Wealth Planning increased its Amazon (AMZN) stake by 7.2% in Q2 2026, buying an estimated $337K and bringing the position to 19,895 shares worth $4.74M. The position accounts for 0.81% of the portfolio, ranked #26.
Bernardo Wealth Planning first reported a position in AMZN in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.37M in Q4 2020. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Bernardo Wealth Planning held 19,895 shares of Amazon worth $4.74M as of Q2 2026.
- Bernardo Wealth Planning bought 1,344 Amazon shares in Q2 2026, an estimated $337K.
- Amazon made up 0.81% of Bernardo Wealth Planning's portfolio in Q2 2026, its #26 holding.
- Bernardo Wealth Planning first reported a position in Amazon in Q4 2018 and has held it in 31 quarters since.
- Bernardo Wealth Planning's Amazon position peaked at $8.37M in Q4 2020.
- 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.