Biltmore 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
Q1 | $1.04M | Buy |
4,977
+70
| +1% | +$15.4K | 0.37% | 23 |
|
|
2025
Q4 | $1.13M | Sell |
4,907
-62
| -1% | -$14.2K | 0.43% | 21 |
|
|
2025
Q3 | $1.09M | Sell |
4,969
-457
| -8% | -$103K | 0.42% | 22 |
|
|
2025
Q2 | $1.19M | Sell |
5,426
-205
| -4% | -$40.6K | 0.48% | 20 |
|
|
2025
Q1 | $1.07M | Buy |
5,631
+24
| +0.4% | +$5.21K | 0.45% | 21 |
|
|
2024
Q4 | $1.23M | Buy |
5,607
+112
| +2% | +$22.9K | 0.51% | 21 |
|
|
2024
Q3 | $1.02M | Sell |
5,495
-698
| -11% | -$127K | 0.42% | 21 |
|
|
2024
Q2 | $1.2M | Sell |
6,193
-557
| -8% | -$102K | 0.52% | 22 |
|
|
2024
Q1 | $1.03M | Hold |
6,750
| – | – | 0.49% | 23 |
|
|
2023
Q4 | $1.03M | Hold |
6,750
| – | – | 0.49% | 23 |
|
|
2023
Q3 | $858K | Buy |
6,750
+76
| +1% | +$10.2K | 0.41% | 23 |
|
|
2023
Q2 | $870K | Sell |
6,674
-111
| -2% | -$12.7K | 0.37% | 23 |
|
|
2023
Q1 | $701K | Buy |
6,785
+253
| +4% | +$24.4K | 0.28% | 33 |
|
|
2022
Q4 | $549K | Sell |
6,532
-658
| -9% | -$65K | 0.24% | 34 |
|
|
2022
Q3 | $812K | Buy |
7,190
+406
| +6% | +$51.3K | 0.37% | 20 |
|
|
2022
Q2 | $721K | Buy |
6,784
+44
| +0.7% | +$5.51K | 0.32% | 26 |
|
|
2022
Q1 | $1.1M | Buy |
6,740
+640
| +10% | +$98.9K | 0.43% | 21 |
|
|
2021
Q4 | $1.02M | Sell |
6,100
-300
| -5% | -$51.3K | 0.38% | 22 |
|
|
2021
Q3 | $1.05M | Buy |
6,400
+480
| +8% | +$82.8K | 0.42% | 19 |
|
|
2021
Q2 | $1.02M | Buy |
5,920
+60
| +1% | +$9.97K | 0.41% | 18 |
|
|
2021
Q1 | $907K | Buy |
5,860
+40
| +0.7% | +$6.34K | 0.39% | 16 |
|
|
2020
Q4 | $948K | Sell |
5,820
-360
| -6% | -$57.4K | 0.49% | 14 |
|
|
2020
Q3 | $852K | Sell |
6,180
-540
| -8% | -$85.1K | 0.49% | 14 |
|
|
2020
Q2 | $655K | Buy |
6,720
+820
| +14% | +$99K | 0.42% | 14 |
|
|
2020
Q1 | $545K | Hold |
5,900
| – | – | 0.26% | 22 |
|
|
2019
Q4 | $545K | Sell |
5,900
-760
| -11% | -$67.3K | 0.26% | 22 |
|
|
2019
Q3 | $578K | Sell |
6,660
-160
| -2% | -$14.8K | 0.28% | 22 |
|
|
2019
Q2 | $646K | Sell |
6,820
-640
| -9% | -$59.6K | 0.32% | 20 |
|
|
2019
Q1 | $664K | Buy |
7,460
+1,640
| +28% | +$136K | 0.35% | 14 |
|
|
2018
Q4 | $437K | Sell |
5,820
-1,160
| -17% | -$96.4K | 0.48% | 26 |
|
|
2018
Q3 | $699K | Buy |
6,980
+3,560
| +104% | +$335K | 0.58% | 21 |
|
|
2018
Q2 | $291K | Buy |
3,420
+300
| +10% | +$23.8K | 0.26% | 33 |
|
|
2018
Q1 | $226K | Sell |
3,120
-740
| -19% | -$52.9K | 0.21% | 36 |
|
|
2017
Q4 | $226K | Buy |
+3,860
| New | +$212K | 0.2% | 36 |
|
Other funds holding AMZN
VCM
VPM
Biltmore Wealth Management's AMZN Position: Q1 2026 in Review
Biltmore Wealth Management increased its Amazon (AMZN) stake by 1.4% in Q1 2026, buying an estimated $15.4K and bringing the position to 4,977 shares worth $1.04M. The position accounts for 0.37% of the portfolio, ranked #23.
Biltmore Wealth Management first reported a position in AMZN in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.23M in Q4 2024. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Biltmore Wealth Management held 4,977 shares of Amazon worth $1.04M as of Q1 2026.
- Biltmore Wealth Management bought 70 Amazon shares in Q1 2026, an estimated $15.4K.
- Amazon made up 0.37% of Biltmore Wealth Management's portfolio in Q1 2026, its #23 holding.
- Biltmore Wealth Management first reported a position in Amazon in Q4 2017 and has held it in 34 quarters since.
- Biltmore Wealth Management's Amazon position peaked at $1.23M in Q4 2024.
- 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Biltmore Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.