Clearstead Advisors’s Amazon AMZN Stock Holding History

Clearstead 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	$151M	Sell	633,986 -292,182	-32%	-$73.3M	1.43%	12
2026 Q1	$193M	Buy	926,168 +545,107	+143%	+$120M	1.76%	9
2025 Q4	$88M	Buy	381,061 +25,689	+7%	+$5.88M	1.11%	17
2025 Q3	$78M	Sell	355,372 -3,542	-1%	-$802K	1.02%	18
2025 Q2	$78.7M	Buy	358,914 +18,515	+5%	+$3.66M	1.11%	18
2025 Q1	$64.8M	Buy	340,399 +6,870	+2%	+$1.49M	1%	20
2024 Q4	$73.2M	Buy	333,529 +1,359	+0.4%	+$278K	1.11%	13
2024 Q3	$61.9M	Buy	332,170 +13,197	+4%	+$2.41M	0.96%	18
2024 Q2	$61.6M	Buy	318,973 +195,571	+158%	+$35.9M	1.05%	18
2024 Q1	$23M	Buy	123,402 +3,540	+3%	+$591K	1.14%	20
2023 Q4	$18.2M	Sell	119,862 -134,628	-53%	-$18.9M	0.97%	22
2023 Q3	$32.4M	Buy	254,490 +156,061	+159%	+$20.9M	0.94%	22
2023 Q2	$12.8M	Buy	98,429 +15,014	+18%	+$1.71M	0.78%	27
2023 Q1	$8.62M	Buy	83,415 +3,056	+4%	+$295K	0.63%	34
2022 Q4	$6.75M	Buy	80,359 +1,312	+2%	+$130K	0.53%	40
2022 Q3	$8.93M	Sell	79,047 -15,426	-16%	-$1.95M	0.82%	25
2022 Q2	$10M	Buy	94,473 +593	+0.6%	+$74.2K	0.78%	28
2022 Q1	$15.3M	Buy	93,880 +3,120	+3%	+$482K	1.04%	15
2021 Q4	$15.1M	Buy	90,760 +5,900	+7%	+$1.01M	1.03%	16
2021 Q3	$13.9M	Buy	84,860 +360	+0.4%	+$62.1K	1.04%	16
2021 Q2	$14.5M	Buy	84,500 +900	+1%	+$150K	1.12%	16
2021 Q1	$12.9M	Buy	83,600 +5,820	+7%	+$923K	1.08%	16
2020 Q4	$12.7M	Buy	77,780 +17,260	+29%	+$2.75M	1.15%	15
2020 Q3	$9.53M	Buy	60,520 +4,240	+8%	+$668K	1.02%	19
2020 Q2	$7.76M	Buy	56,280 +4,720	+9%	+$570K	0.9%	25
2020 Q1	$5.03M	Buy	51,560 +960	+2%	+$92.9K	0.73%	31
2019 Q4	$4.67M	Buy	50,600 +2,340	+5%	+$207K	0.57%	43
2019 Q3	$4.19M	Buy	48,260 +4,460	+10%	+$414K	0.56%	43
2019 Q2	$4.15M	Buy	43,800 +4,720	+12%	+$440K	0.55%	46
2019 Q1	$3.48M	Sell	39,080 -1,360	-3%	-$113K	0.48%	52
2018 Q4	$3.04M	Sell	40,440 -3,140	-7%	-$261K	0.47%	55
2018 Q3	$4.37M	Buy	43,580 +840	+2%	+$79K	0.6%	41
2018 Q2	$3.63M	Buy	42,740 +4,000	+10%	+$317K	0.52%	43
2018 Q1	$2.8M	Sell	38,740 -1,600	-4%	-$114K	0.41%	54
2017 Q4	$2.36M	Sell	40,340 -2,760	-6%	-$152K	0.32%	59
2017 Q3	$2.07M	Buy	43,100 +3,140	+8%	+$154K	0.27%	69
2017 Q2	$1.93M	Buy	39,960 +3,380	+9%	+$161K	0.28%	63
2017 Q1	$1.62M	Buy	36,580 +2,440	+7%	+$102K	0.24%	75
2016 Q4	$1.28M	Buy	+34,140	New	+$1.34M	0.21%	80

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Clearstead Advisors's AMZN Position: Q2 2026 in Review

Clearstead Advisors reduced its Amazon (AMZN) stake by 32% in Q2 2026, selling an estimated $73.3M and leaving 633,986 shares worth $151M. The position accounts for 1.43% of the portfolio, ranked #12.

Clearstead Advisors first reported a position in AMZN in Q4 2016 and has held it in 39 quarters since. The position peaked at $193M in Q1 2026. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Clearstead Advisors held 633,986 shares of Amazon worth $151M as of Q2 2026.
Clearstead Advisors sold 292,182 Amazon shares in Q2 2026, an estimated $73.3M.
Amazon made up 1.43% of Clearstead Advisors's portfolio in Q2 2026, its #12 holding.
Clearstead Advisors first reported a position in Amazon in Q4 2016 and has held it in 39 quarters since.
Clearstead Advisors's Amazon position peaked at $193M in Q1 2026.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.