Calton & Associates’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 | $3.5M | Sell |
14,693
-1,412
| -9% | -$354K | 0.51% | 40 |
|
|
2026
Q1 | $3.35M | Sell |
16,105
-1,451
| -8% | -$319K | 0.48% | 49 |
|
|
2025
Q4 | $4.05M | Sell |
17,556
-1,415
| -7% | -$324K | 0.6% | 34 |
|
|
2025
Q3 | $4.17M | Sell |
18,971
-76
| -0.4% | -$17.2K | 0.63% | 34 |
|
|
2025
Q2 | $4.18M | Buy |
19,047
+1,107
| +6% | +$219K | 0.72% | 30 |
|
|
2025
Q1 | $3.41M | Buy |
17,940
+12,616
| +237% | +$2.74M | 0.78% | 28 |
|
|
2024
Q4 | $1.17M | Sell |
5,324
-9,916
| -65% | -$2.03M | 0.52% | 43 |
|
|
2024
Q3 | $2.84M | Buy |
15,240
+8,339
| +121% | +$1.52M | 1.09% | 21 |
|
|
2024
Q2 | $1.33M | Sell |
6,901
-444
| -6% | -$81.6K | 0.67% | 35 |
|
|
2024
Q1 | $1.32M | Sell |
7,345
-6,791
| -48% | -$1.13M | 0.65% | 37 |
|
|
2023
Q4 | $2.15M | Buy |
14,136
+2,374
| +20% | +$333K | 0.86% | 26 |
|
|
2023
Q3 | $1.5M | Sell |
11,762
-322
| -3% | -$43.1K | 2.19% | 13 |
|
|
2023
Q2 | $1.58M | Buy |
12,084
+1,185
| +11% | +$135K | 0.73% | 36 |
|
|
2023
Q1 | $1.13M | Sell |
10,899
-1,028
| -9% | -$99.3K | 0.52% | 53 |
|
|
2022
Q4 | $1M | Sell |
11,927
-2,297
| -16% | -$227K | 0.39% | 64 |
|
|
2022
Q3 | $1.61M | Sell |
14,224
-1,431
| -9% | -$181K | 0.92% | 27 |
|
|
2022
Q2 | $1.66M | Sell |
15,655
-1,665
| -10% | -$208K | 0.92% | 26 |
|
|
2022
Q1 | $2.82M | Buy |
17,320
+440
| +3% | +$68K | 0.84% | 24 |
|
|
2021
Q4 | $2.81M | Sell |
16,880
-1,920
| -10% | -$329K | 0.75% | 30 |
|
|
2021
Q3 | $3.09M | Sell |
18,800
-520
| -3% | -$89.7K | 0.68% | 31 |
|
|
2021
Q2 | $3.32M | Sell |
19,320
-200
| -1% | -$33.2K | 0.63% | 32 |
|
|
2021
Q1 | $3.02M | Sell |
19,520
-1,240
| -6% | -$197K | 0.59% | 32 |
|
|
2020
Q4 | $3.38M | Buy |
20,760
+700
| +3% | +$112K | 0.6% | 30 |
|
|
2020
Q3 | $3.16M | Sell |
20,060
-5,020
| -20% | -$791K | 0.65% | 28 |
|
|
2020
Q2 | $3.46M | Buy |
25,080
+440
| +2% | +$53.1K | 0.75% | 24 |
|
|
2020
Q1 | $2.4M | Sell |
24,640
-2,120
| -8% | -$205K | 0.59% | 37 |
|
|
2019
Q4 | $2.47M | Buy |
26,760
+1,980
| +8% | +$175K | 0.5% | 38 |
|
|
2019
Q3 | $2.15M | Buy |
24,780
+1,360
| +6% | +$126K | 0.48% | 39 |
|
|
2019
Q2 | $2.22M | Sell |
23,420
-1,260
| -5% | -$117K | 0.63% | 27 |
|
|
2019
Q1 | $2.2M | Buy |
24,680
+1,860
| +8% | +$155K | 0.67% | 25 |
|
|
2018
Q4 | $1.72M | Sell |
22,820
-2,180
| -9% | -$181K | 0.63% | 25 |
|
|
2018
Q3 | $2.5M | Sell |
25,000
-1,380
| -5% | -$130K | 0.74% | 21 |
|
|
2018
Q2 | $2.49M | Sell |
26,380
-35,640
| -57% | -$2.83M | 0.72% | 22 |
|
|
2018
Q1 | $4.49M | Buy |
62,020
+3,340
| +6% | +$239K | 1.3% | 11 |
|
|
2017
Q4 | $4M | Buy |
+58,680
| New | +$3.23M | 1.01% | 12 |
|
Other funds holding AMZN
Calton & Associates's AMZN Position: Q2 2026 in Review
Calton & Associates reduced its Amazon (AMZN) stake by 8.8% in Q2 2026, selling an estimated $354K and leaving 14,693 shares worth $3.5M. The position accounts for 0.51% of the portfolio, ranked #40.
Calton & Associates first reported a position in AMZN in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.49M in Q1 2018. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Calton & Associates held 14,693 shares of Amazon worth $3.5M as of Q2 2026.
- Calton & Associates sold 1,412 Amazon shares in Q2 2026, an estimated $354K.
- Amazon made up 0.51% of Calton & Associates's portfolio in Q2 2026, its #40 holding.
- Calton & Associates first reported a position in Amazon in Q4 2017 and has held it in 35 quarters since.
- Calton & Associates's Amazon position peaked at $4.49M in Q1 2018.
- 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.