Clifford Swan Investment Counsel’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 | $41.7M | Sell |
174,841
-4,359
| -2% | -$1.09M | 1.34% | 15 |
|
|
2026
Q1 | $37.3M | Sell |
179,200
-2,640
| -1% | -$581K | 1.27% | 18 |
|
|
2025
Q4 | $42M | Buy |
181,840
+1,451
| +0.8% | +$332K | 1.39% | 17 |
|
|
2025
Q3 | $39.6M | Sell |
180,389
-1,426
| -0.8% | -$323K | 1.32% | 17 |
|
|
2025
Q2 | $39.9M | Buy |
181,815
+2,985
| +2% | +$591K | 1.41% | 13 |
|
|
2025
Q1 | $34M | Sell |
178,830
-660
| -0.4% | -$143K | 1.26% | 19 |
|
|
2024
Q4 | $39.4M | Buy |
179,490
+51
| +0% | +$10.4K | 1.42% | 13 |
|
|
2024
Q3 | $33.4M | Buy |
179,439
+1,796
| +1% | +$328K | 1.19% | 17 |
|
|
2024
Q2 | $34.3M | Buy |
177,643
+1,083
| +0.6% | +$199K | 1.28% | 18 |
|
|
2024
Q1 | $31.8M | Sell |
176,560
-759
| -0.4% | -$127K | 1.18% | 20 |
|
|
2023
Q4 | $26.9M | Buy |
177,319
+583
| +0.3% | +$81.7K | 1.05% | 24 |
|
|
2023
Q3 | $22.5M | Sell |
176,736
-1,124
| -0.6% | -$151K | 0.94% | 31 |
|
|
2023
Q2 | $23.2M | Sell |
177,860
-195
| -0.1% | -$22.3K | 0.94% | 30 |
|
|
2023
Q1 | $18.4M | Buy |
178,055
+2,635
| +2% | +$255K | 0.77% | 41 |
|
|
2022
Q4 | $14.7M | Sell |
175,420
-2,414
| -1% | -$238K | 0.64% | 53 |
|
|
2022
Q3 | $20.1M | Sell |
177,834
-1,844
| -1% | -$233K | 0.94% | 33 |
|
|
2022
Q2 | $19.1M | Buy |
179,678
+23,198
| +15% | +$2.9M | 0.83% | 36 |
|
|
2022
Q1 | $25.5M | Buy |
156,480
+22,120
| +16% | +$3.42M | 0.95% | 31 |
|
|
2021
Q4 | $22.4M | Buy |
134,360
+1,420
| +1% | +$243K | 0.78% | 40 |
|
|
2021
Q3 | $22.1M | Sell |
132,940
-9,900
| -7% | -$1.71M | 0.81% | 38 |
|
|
2021
Q2 | $24M | Sell |
142,840
-660
| -0.5% | -$110K | 0.91% | 34 |
|
|
2021
Q1 | $22.2M | Sell |
143,500
-10,440
| -7% | -$1.65M | 0.91% | 35 |
|
|
2020
Q4 | $25.1M | Buy |
153,940
+1,460
| +1% | +$233K | 1.09% | 29 |
|
|
2020
Q3 | $24M | Sell |
152,480
-2,260
| -1% | -$356K | 1.15% | 24 |
|
|
2020
Q2 | $21.3M | Sell |
154,740
-4,600
| -3% | -$556K | 1.1% | 28 |
|
|
2020
Q1 | $15.5M | Sell |
159,340
-2,500
| -2% | -$242K | 0.94% | 34 |
|
|
2019
Q4 | $15M | Buy |
161,840
+260
| +0.2% | +$23K | 0.72% | 46 |
|
|
2019
Q3 | $14M | Sell |
161,580
-1,800
| -1% | -$167K | 0.73% | 48 |
|
|
2019
Q2 | $15.5M | Buy |
163,380
+1,600
| +1% | +$149K | 0.81% | 41 |
|
|
2019
Q1 | $14.4M | Buy |
161,780
+9,840
| +6% | +$819K | 0.77% | 44 |
|
|
2018
Q4 | $11.4M | Sell |
151,940
-7,660
| -5% | -$637K | 0.69% | 50 |
|
|
2018
Q3 | $16M | Buy |
159,600
+7,660
| +5% | +$720K | 0.83% | 43 |
|
|
2018
Q2 | $12.9M | Buy |
151,940
+5,720
| +4% | +$454K | 0.72% | 51 |
|
|
2018
Q1 | $10.6M | Sell |
146,220
-3,600
| -2% | -$257K | 0.6% | 60 |
|
|
2017
Q4 | $8.76M | Sell |
149,820
-1,400
| -0.9% | -$77K | 0.48% | 74 |
|
|
2017
Q3 | $7.27M | Buy |
151,220
+1,820
| +1% | +$89.4K | 0.44% | 76 |
|
|
2017
Q2 | $7.23M | Sell |
149,400
-1,780
| -1% | -$84.9K | 0.45% | 73 |
|
|
2017
Q1 | $6.7M | Buy |
151,180
+4,420
| +3% | +$184K | 0.43% | 74 |
|
|
2016
Q4 | $5.5M | Sell |
146,760
-1,500
| -1% | -$58.8K | 0.37% | 80 |
|
|
2016
Q3 | $6.21M | Sell |
148,260
-1,580
| -1% | -$60.5K | 0.42% | 75 |
|
|
2016
Q2 | $5.36M | Sell |
149,840
-44,880
| -23% | -$1.52M | 0.37% | 74 |
|
|
2016
Q1 | $5.78M | Buy |
194,720
+19,920
| +11% | +$565K | 0.39% | 72 |
|
|
2015
Q4 | $5.91M | Sell |
174,800
-12,360
| -7% | -$390K | 0.4% | 72 |
|
|
2015
Q3 | $4.79M | Sell |
187,160
-37,900
| -17% | -$958K | 0.34% | 77 |
|
|
2015
Q2 | $4.88M | Sell |
225,060
-15,560
| -6% | -$325K | 0.33% | 75 |
|
|
2015
Q1 | $4.48M | Buy |
240,620
+78,080
| +48% | +$1.37M | 0.3% | 78 |
|
|
2014
Q4 | $2.52M | Buy |
162,540
+38,680
| +31% | +$603K | 0.17% | 103 |
|
|
2014
Q3 | $2M | Buy |
123,860
+16,760
| +16% | +$279K | 0.14% | 109 |
|
|
2014
Q2 | $1.74M | Buy |
107,100
+37,100
| +53% | +$587K | 0.12% | 112 |
|
|
2014
Q1 | $1.18M | Buy |
70,000
+20,060
| +40% | +$372K | 0.08% | 124 |
|
|
2013
Q4 | $996K | Buy |
49,940
+640
| +1% | +$11.5K | 0.07% | 126 |
|
|
2013
Q3 | $771K | Sell |
49,300
-600
| -1% | -$8.94K | 0.06% | 132 |
|
|
2013
Q2 | $693K | Buy |
+49,900
| New | +$665K | 0.06% | 134 |
|
Other funds holding AMZN
Clifford Swan Investment Counsel's AMZN Position: Q2 2026 in Review
Clifford Swan Investment Counsel reduced its Amazon (AMZN) stake by 2.4% in Q2 2026, selling an estimated $1.09M and leaving 174,841 shares worth $41.7M. The position accounts for 1.34% of the portfolio, ranked #15.
Clifford Swan Investment Counsel first reported a position in AMZN in Q2 2013 and has held it in 53 quarters since. The position peaked at $42M in Q4 2025. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Clifford Swan Investment Counsel held 174,841 shares of Amazon worth $41.7M as of Q2 2026.
- Clifford Swan Investment Counsel sold 4,359 Amazon shares in Q2 2026, an estimated $1.09M.
- Amazon made up 1.34% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #15 holding.
- Clifford Swan Investment Counsel first reported a position in Amazon in Q2 2013 and has held it in 53 quarters since.
- Clifford Swan Investment Counsel's Amazon position peaked at $42M in Q4 2025.
- 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.