Bogart Wealth LLC’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 | $18.1M | Buy |
86,974
+435
| +0.5% | +$95.8K | 0.7% | 23 |
|
|
2025
Q4 | $20M | Buy |
86,539
+1,408
| +2% | +$322K | 0.8% | 22 |
|
|
2025
Q3 | $18.7M | Sell |
85,131
-1,564
| -2% | -$354K | 0.76% | 22 |
|
|
2025
Q2 | $19M | Buy |
86,695
+3,449
| +4% | +$683K | 0.81% | 22 |
|
|
2025
Q1 | $15.8M | Buy |
83,246
+766
| +0.9% | +$166K | 0.75% | 22 |
|
|
2024
Q4 | $18.1M | Buy |
82,480
+1,153
| +1% | +$236K | 0.86% | 22 |
|
|
2024
Q3 | $15.2M | Sell |
81,327
-279
| -0.3% | -$50.9K | 0.72% | 24 |
|
|
2024
Q2 | $15.8M | Buy |
81,606
+3,602
| +5% | +$662K | 0.8% | 19 |
|
|
2024
Q1 | $14.1M | Buy |
78,004
+2,091
| +3% | +$349K | 0.72% | 21 |
|
|
2023
Q4 | $11.5M | Sell |
75,913
-8,777
| -10% | -$1.23M | 0.65% | 26 |
|
|
2023
Q3 | $10.8M | Buy |
84,690
+1,203
| +1% | +$161K | 0.67% | 29 |
|
|
2023
Q2 | $10.9M | Buy |
83,487
+1,408
| +2% | +$161K | 0.69% | 31 |
|
|
2023
Q1 | $8.48M | Buy |
82,079
+14,649
| +22% | +$1.42M | 0.57% | 36 |
|
|
2022
Q4 | $5.66M | Buy |
67,430
+9,095
| +16% | +$898K | 0.39% | 58 |
|
|
2022
Q3 | $6.59M | Buy |
58,335
+12,328
| +27% | +$1.56M | 0.55% | 40 |
|
|
2022
Q2 | $4.89M | Buy |
46,007
+6,107
| +15% | +$764K | 0.43% | 47 |
|
|
2022
Q1 | $6.5M | Buy |
39,900
+2,840
| +8% | +$439K | 0.56% | 38 |
|
|
2021
Q4 | $6.18M | Buy |
37,060
+6,600
| +22% | +$1.13M | 0.56% | 37 |
|
|
2021
Q3 | $5M | Buy |
30,460
+5,240
| +21% | +$904K | 0.51% | 42 |
|
|
2021
Q2 | $4.34M | Buy |
25,220
+3,720
| +17% | +$618K | 0.47% | 43 |
|
|
2021
Q1 | $3.33M | Buy |
21,500
+5,780
| +37% | +$916K | 0.46% | 44 |
|
|
2020
Q4 | $2.56M | Buy |
15,720
+2,060
| +15% | +$329K | 0.47% | 38 |
|
|
2020
Q3 | $2.15M | Buy |
13,660
+1,080
| +9% | +$170K | 0.48% | 37 |
|
|
2020
Q2 | $1.74M | Buy |
12,580
+1,540
| +14% | +$186K | 0.41% | 41 |
|
|
2020
Q1 | $1.08M | Buy |
11,040
+1,280
| +13% | +$124K | 0.29% | 49 |
|
|
2019
Q4 | $902K | Buy |
9,760
+600
| +7% | +$53.1K | 0.29% | 56 |
|
|
2019
Q3 | $795K | Buy |
9,160
+1,980
| +28% | +$184K | 0.39% | 46 |
|
|
2019
Q2 | $679K | Buy |
7,180
+1,260
| +21% | +$117K | 0.41% | 50 |
|
|
2019
Q1 | $527K | Buy |
5,920
+680
| +13% | +$56.6K | 0.25% | 60 |
|
|
2018
Q4 | $393K | Buy |
5,240
+520
| +11% | +$43.2K | 0.2% | 56 |
|
|
2018
Q3 | $473K | Buy |
4,720
+160
| +4% | +$15K | 0.27% | 55 |
|
|
2018
Q2 | $387K | Buy |
4,560
+180
| +4% | +$14.3K | 0.24% | 56 |
|
|
2018
Q1 | $318K | Buy |
4,380
+640
| +17% | +$45.8K | 0.18% | 59 |
|
|
2017
Q4 | $219K | Buy |
3,740
+740
| +25% | +$40.7K | 0.14% | 63 |
|
|
2017
Q3 | $149K | Buy |
+3,000
| New | +$147K | 0.11% | 72 |
|
Other funds holding AMZN
VCM
VPM
Bogart Wealth LLC's AMZN Position: Q1 2026 in Review
Bogart Wealth LLC increased its Amazon (AMZN) stake by 0.5% in Q1 2026, buying an estimated $95.8K and bringing the position to 86,974 shares worth $18.1M. The position accounts for 0.7% of the portfolio, ranked #23.
Bogart Wealth LLC first reported a position in AMZN in Q3 2017 and has held it in 35 quarters since. The position peaked at $20M in Q4 2025. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Bogart Wealth LLC held 86,974 shares of Amazon worth $18.1M as of Q1 2026.
- Bogart Wealth LLC bought 435 Amazon shares in Q1 2026, an estimated $95.8K.
- Amazon made up 0.7% of Bogart Wealth LLC's portfolio in Q1 2026, its #23 holding.
- Bogart Wealth LLC first reported a position in Amazon in Q3 2017 and has held it in 35 quarters since.
- Bogart Wealth LLC's Amazon position peaked at $20M in Q4 2025.
- 5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.