Blue Bell Private 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 | $3.02M | Sell |
12,663
-503
| -4% | -$126K | 0.38% | 48 |
|
|
2026
Q1 | $2.74M | Buy |
13,166
+3,761
| +40% | +$828K | 0.39% | 46 |
|
|
2025
Q4 | $2.17M | Buy |
9,405
+2,678
| +40% | +$613K | 0.32% | 63 |
|
|
2025
Q3 | $1.48M | Buy |
6,727
+449
| +7% | +$102K | 0.22% | 72 |
|
|
2025
Q2 | $1.38M | Buy |
6,278
+285
| +5% | +$56.4K | 0.23% | 72 |
|
|
2025
Q1 | $1.14M | Buy |
5,993
+332
| +6% | +$72K | 0.22% | 72 |
|
|
2024
Q4 | $1.24M | Hold |
5,661
| – | – | 0.24% | 68 |
|
|
2024
Q3 | $1.05M | Buy |
5,661
+51
| +0.9% | +$9.3K | 0.2% | 76 |
|
|
2024
Q2 | $1.08M | Sell |
5,610
-425
| -7% | -$78.1K | 0.22% | 71 |
|
|
2024
Q1 | $1.09M | Buy |
6,035
+50
| +0.8% | +$8.35K | 0.23% | 68 |
|
|
2023
Q4 | $909K | Buy |
5,985
+904
| +18% | +$127K | 0.22% | 68 |
|
|
2023
Q3 | $646K | Buy |
5,081
+113
| +2% | +$15.1K | 0.17% | 78 |
|
|
2023
Q2 | $648K | Buy |
4,968
+570
| +13% | +$65.1K | 0.17% | 78 |
|
|
2023
Q1 | $454K | Sell |
4,398
-328
| -7% | -$31.7K | 0.14% | 84 |
|
|
2022
Q4 | $397K | Buy |
4,726
+482
| +11% | +$47.6K | 0.13% | 80 |
|
|
2022
Q3 | $480K | Buy |
4,244
+208
| +5% | +$26.3K | 0.17% | 69 |
|
|
2022
Q2 | $429K | Buy |
4,036
+636
| +19% | +$79.6K | 0.14% | 68 |
|
|
2022
Q1 | $554K | Sell |
3,400
-100
| -3% | -$15.5K | 0.16% | 59 |
|
|
2021
Q4 | $584K | Buy |
+3,500
| New | +$599K | 0.15% | 59 |
|
|
2016
Q4 | – | Sell |
-4,460
| Closed | -$187K | – | 274 |
|
|
2016
Q3 | $187K | Buy |
4,460
+500
| +13% | +$19.1K | 0.11% | 95 |
|
|
2016
Q2 | $142K | Sell |
3,960
-60
| -1% | -$2.03K | 0.09% | 114 |
|
|
2016
Q1 | $119K | Buy |
4,020
+820
| +26% | +$23.3K | 0.08% | 128 |
|
|
2015
Q4 | $108K | Hold |
3,200
| – | – | 0.07% | 142 |
|
|
2015
Q3 | $82K | Hold |
3,200
| – | – | 0.06% | 160 |
|
|
2015
Q2 | $69K | Hold |
3,200
| – | – | 0.04% | 181 |
|
|
2015
Q1 | $59K | Hold |
3,200
| – | – | 0.04% | 198 |
|
|
2014
Q4 | $49K | Buy |
3,200
+200
| +7% | +$3.12K | 0.03% | 228 |
|
|
2014
Q3 | $48K | Hold |
3,000
| – | – | 0.03% | 235 |
|
|
2014
Q2 | $49K | Hold |
3,000
| – | – | 0.03% | 220 |
|
|
2014
Q1 | $50K | Buy |
3,000
+500
| +20% | +$9.28K | 0.03% | 187 |
|
|
2013
Q4 | $50K | Buy |
+2,500
| New | +$45K | 0.04% | 189 |
|
Other funds holding AMZN
Blue Bell Private Wealth Management's AMZN Position: Q2 2026 in Review
Blue Bell Private Wealth Management reduced its Amazon (AMZN) stake by 3.8% in Q2 2026, selling an estimated $126K and leaving 12,663 shares worth $3.02M. The position accounts for 0.38% of the portfolio, ranked #48.
Blue Bell Private Wealth Management first reported a position in AMZN in Q4 2013 and has held it in 31 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Blue Bell Private Wealth Management held 12,663 shares of Amazon worth $3.02M as of Q2 2026.
- Blue Bell Private Wealth Management sold 503 Amazon shares in Q2 2026, an estimated $126K.
- Amazon made up 0.38% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #48 holding.
- Blue Bell Private Wealth Management first reported a position in Amazon in Q4 2013 and has held it in 31 quarters since.
- 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.