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CLA (CliftonLarsonAllen) Wealth Advisors’s Amazon AMZN Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.2M Sell
42,890
-765
-2% -$192K 0.13% 66
2026
Q1 		$9.09M Buy
43,655
+2,913
+7% +$641K 0.13% 66
2025
Q4 		$9.4M Buy
40,742
+2,442
+6% +$559K 0.14% 66
2025
Q3 		$8.41M Buy
38,300
+790
+2% +$179K 0.13% 67
2025
Q2 		$8.23M Sell
37,510
-34,450
-48% -$6.82M 0.14% 67
2025
Q1 		$13.7M Sell
71,960
-14,116
-16% -$3.06M 0.26% 58
2024
Q4 		$18.9M Buy
86,076
+3,509
+4% +$718K 0.37% 41
2024
Q3 		$15.4M Buy
82,567
+55,798
+208% +$10.2M 0.35% 50
2024
Q2 		$5.17M Buy
26,769
+3,864
+17% +$710K 0.11% 66
2024
Q1 		$4.13M Sell
22,905
-3,301
-13% -$551K 0.09% 70
2023
Q4 		$3.98M Sell
26,206
-3,079
-11% -$432K 0.1% 74
2023
Q3 		$3.72M Sell
29,285
-1,568
-5% -$210K 0.1% 70
2023
Q2 		$4.02M Sell
30,853
-1,138
-4% -$130K 0.11% 67
2023
Q1 		$3.3M Buy
31,991
+8,565
+37% +$828K 0.1% 71
2022
Q4 		$1.97M Buy
23,426
+261
+1% +$25.8K 0.07% 103
2022
Q3 		$2.62M Buy
23,165
+1,645
+8% +$208K 0.32% 33
2022
Q2 		$2.29M Buy
+21,520
New +$2.69M 0.1% 90
2021
Q4 		– Sell
-22,560
Closed -$3.71M – 181
2021
Q3 		$3.71M Sell
22,560
-3,200
-12% -$552K 0.15% 68
2021
Q2 		$4.43M Buy
+25,760
New +$4.28M 0.18% 62

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CLA (CliftonLarsonAllen) Wealth Advisors's AMZN Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its Amazon (AMZN) stake by 1.8% in Q2 2026, selling an estimated $192K and leaving 42,890 shares worth $10.2M. The position accounts for 0.13% of the portfolio, ranked #66.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in AMZN in Q2 2021 and has held it in 19 quarters since. The position peaked at $18.9M in Q4 2024. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 42,890 shares of Amazon worth $10.2M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 765 Amazon shares in Q2 2026, an estimated $192K.
  • Amazon made up 0.13% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Amazon in Q2 2021 and has held it in 19 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Amazon position peaked at $18.9M in Q4 2024.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.