Bragg Financial 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 | $33.4M | Buy |
139,962
+991
| +0.7% | +$249K | 0.89% | 36 |
|
|
2026
Q1 | $28.9M | Buy |
138,971
+1,783
| +1% | +$393K | 0.92% | 35 |
|
|
2025
Q4 | $31.7M | Sell |
137,188
-386
| -0.3% | -$88.3K | 1.03% | 21 |
|
|
2025
Q3 | $30.2M | Sell |
137,574
-1,407
| -1% | -$318K | 1% | 23 |
|
|
2025
Q2 | $30.5M | Buy |
138,981
+155
| +0.1% | +$30.7K | 1.09% | 16 |
|
|
2025
Q1 | $26.4M | Buy |
138,826
+29
| +0% | +$6.29K | 1.09% | 18 |
|
|
2024
Q4 | $30.5M | Sell |
138,797
-2,664
| -2% | -$545K | 1.23% | 13 |
|
|
2024
Q3 | $26.4M | Buy |
141,461
+1,588
| +1% | +$290K | 1.08% | 17 |
|
|
2024
Q2 | $27M | Sell |
139,873
-2,707
| -2% | -$497K | 1.21% | 12 |
|
|
2024
Q1 | $25.7M | Sell |
142,580
-302
| -0.2% | -$50.4K | 1.15% | 16 |
|
|
2023
Q4 | $21.7M | Buy |
142,882
+2,717
| +2% | +$381K | 1.03% | 20 |
|
|
2023
Q3 | $17.8M | Sell |
140,165
-2,224
| -2% | -$298K | 0.94% | 24 |
|
|
2023
Q2 | $18.6M | Buy |
142,389
+6,321
| +5% | +$722K | 1.02% | 19 |
|
|
2023
Q1 | $14.1M | Buy |
136,068
+1,699
| +1% | +$164K | 0.83% | 34 |
|
|
2022
Q4 | $11.3M | Buy |
134,369
+3,727
| +3% | +$368K | 0.69% | 58 |
|
|
2022
Q3 | $14.8M | Buy |
130,642
+3,297
| +3% | +$417K | 1.02% | 19 |
|
|
2022
Q2 | $13.5M | Buy |
127,345
+7,905
| +7% | +$989K | 0.9% | 31 |
|
|
2022
Q1 | $19.5M | Buy |
119,440
+14,420
| +14% | +$2.23M | 1.13% | 11 |
|
|
2021
Q4 | $17.3M | Hold |
105,020
| – | – | 1.11% | 17 |
|
|
2021
Q3 | $17.3M | Buy |
105,020
+900
| +0.9% | +$155K | 1.11% | 17 |
|
|
2021
Q2 | $17.9M | Buy |
104,120
+3,120
| +3% | +$519K | 1.14% | 15 |
|
|
2021
Q1 | $15.6M | Buy |
101,000
+3,960
| +4% | +$628K | 1.05% | 22 |
|
|
2020
Q4 | $15.8M | Buy |
97,040
+4,420
| +5% | +$705K | 1.38% | 7 |
|
|
2020
Q3 | $14.6M | Buy |
92,620
+1,840
| +2% | +$290K | 1.49% | 8 |
|
|
2020
Q2 | $12.5M | Buy |
90,780
+5,020
| +6% | +$606K | 1.39% | 11 |
|
|
2020
Q1 | $8.36M | Buy |
85,760
+9,660
| +13% | +$935K | 1.12% | 26 |
|
|
2019
Q4 | $7.03M | Buy |
76,100
+2,580
| +4% | +$228K | 0.79% | 43 |
|
|
2019
Q3 | $6.38M | Buy |
73,520
+5,660
| +8% | +$525K | 0.78% | 44 |
|
|
2019
Q2 | $6.42M | Buy |
67,860
+3,360
| +5% | +$313K | 0.79% | 44 |
|
|
2019
Q1 | $5.74M | Buy |
64,500
+4,560
| +8% | +$379K | 0.75% | 45 |
|
|
2018
Q4 | $4.5M | Buy |
59,940
+17,360
| +41% | +$1.44M | 0.68% | 51 |
|
|
2018
Q3 | $4.26M | Buy |
42,580
+4,460
| +12% | +$419K | 0.57% | 62 |
|
|
2018
Q2 | $3.24M | Buy |
38,120
+20,320
| +114% | +$1.61M | 0.46% | 84 |
|
|
2018
Q1 | $1.29M | Buy |
17,800
+9,940
| +126% | +$711K | 0.19% | 148 |
|
|
2017
Q4 | $460K | Buy |
7,860
+300
| +4% | +$16.5K | 0.07% | 199 |
|
|
2017
Q3 | $363K | Sell |
7,560
-440
| -6% | -$21.6K | 0.06% | 215 |
|
|
2017
Q2 | $387K | Sell |
8,000
-3,000
| -27% | -$143K | 0.06% | 218 |
|
|
2017
Q1 | $488K | Buy |
+11,000
| New | +$458K | 0.08% | 204 |
|
|
2016
Q4 | – | Sell |
-5,240
| Closed | -$219K | – | 254 |
|
|
2016
Q3 | $219K | Buy |
+5,240
| New | +$201K | 0.04% | 243 |
|
Other funds holding AMZN
Bragg Financial Advisors's AMZN Position: Q2 2026 in Review
Bragg Financial Advisors increased its Amazon (AMZN) stake by 0.71% in Q2 2026, buying an estimated $249K and bringing the position to 139,962 shares worth $33.4M. The position accounts for 0.89% of the portfolio, ranked #36.
Bragg Financial Advisors first reported a position in AMZN in Q3 2016 and has held it in 39 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Bragg Financial Advisors held 139,962 shares of Amazon worth $33.4M as of Q2 2026.
- Bragg Financial Advisors bought 991 Amazon shares in Q2 2026, an estimated $249K.
- Amazon made up 0.89% of Bragg Financial Advisors's portfolio in Q2 2026, its #36 holding.
- Bragg Financial Advisors first reported a position in Amazon in Q3 2016 and has held it in 39 quarters since.
- 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.