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Clearview Wealth Advisors’s Amazon AMZN Stock Holding History

Clearview 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
2025
Q4 		$668K Sell
2,893
-220
-7% -$50.3K 0.42% 47
2025
Q3 		$684K Buy
3,113
+50
+2% +$11.3K 0.44% 47
2025
Q2 		$672K Hold
3,063
– – 0.47% 44
2025
Q1 		$583K Buy
3,063
+2
+0.1% +$434 0.44% 43
2024
Q4 		$672K Buy
3,061
+100
+3% +$20.5K 0.51% 42
2024
Q3 		$552K Sell
2,961
-80
-3% -$14.6K 0.43% 46
2024
Q2 		$588K Sell
3,041
-10
-0.3% -$1.84K 0.51% 42
2024
Q1 		$550K Buy
3,051
+90
+3% +$15K 0.56% 41
2023
Q4 		$450K Buy
2,961
+254
+9% +$35.6K 0.52% 61
2023
Q3 		$344K Sell
2,707
-628
-19% -$84.1K 0.43% 77
2023
Q2 		$435K Sell
3,335
-210
-6% -$24K 0.44% 69
2023
Q1 		$366K Sell
3,545
-146
-4% -$14.1K 0.37% 80
2022
Q4 		$310K Sell
3,691
-730
-17% -$72.1K 0.24% 82
2022
Q3 		$500K Sell
4,421
-79
-2% -$9.98K 0.4% 47
2022
Q2 		$478K Buy
4,500
+120
+3% +$15K 0.36% 56
2022
Q1 		$714K Sell
4,380
-3,020
-41% -$467K 0.47% 40
2021
Q4 		$1.23M Sell
7,400
-180
-2% -$30.8K 0.75% 30
2021
Q3 		$1.25M Buy
7,580
+20
+0.3% +$3.45K 0.79% 31
2021
Q2 		$1.3M Sell
7,560
-180
-2% -$29.9K 0.8% 28
2021
Q1 		$1.2M Buy
7,740
+480
+7% +$76.1K 0.78% 31
2020
Q4 		$1.18M Buy
+7,260
New +$1.16M 0.79% 29

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clearview Wealth Advisors's AMZN Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its Amazon (AMZN) stake by 7.1% in Q4 2025, selling an estimated $50.3K and leaving 2,893 shares worth $668K. The position accounts for 0.42% of the portfolio, ranked #47.

Clearview Wealth Advisors first reported a position in AMZN in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.3M in Q2 2021. 6,089 funds tracked by Wall St. Rank hold AMZN as of Q4 2025.

  • Clearview Wealth Advisors held 2,893 shares of Amazon worth $668K as of Q4 2025.
  • Clearview Wealth Advisors sold 220 Amazon shares in Q4 2025, an estimated $50.3K.
  • Amazon made up 0.42% of Clearview Wealth Advisors's portfolio in Q4 2025, its #47 holding.
  • Clearview Wealth Advisors first reported a position in Amazon in Q4 2020 and has held it in 21 quarters since.
  • Clearview Wealth Advisors's Amazon position peaked at $1.3M in Q2 2021.
  • 6,089 funds tracked by Wall St. Rank held Amazon as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.