Coastal Bridge Advisors’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$27.5M Sell
131,812
-215
-0.2% -$47.3K 1.94% 8
2025
Q4
$30.5M Buy
132,027
+736
+0.6% +$168K 2.27% 7
2025
Q3
$28.8M Buy
131,291
+2,866
+2% +$649K 2.18% 8
2025
Q2
$28.2M Buy
+128,425
New +$25.4M 2.32% 6
2025
Q1
Sell
-24,986
Closed -$5.48M 266
2024
Q4
$5.48M Buy
24,986
+2,928
+13% +$599K 1.38% 21
2024
Q3
$4.11M Sell
22,058
-385
-2% -$70.2K 1.02% 25
2024
Q2
$4.34M Buy
22,443
+949
+4% +$174K 1.08% 22
2024
Q1
$3.88M Sell
21,494
-985
-4% -$164K 0.89% 23
2023
Q4
$3.42M Buy
22,479
+1,381
+7% +$194K 0.88% 26
2023
Q3
$2.68M Buy
21,098
+2,072
+11% +$278K 0.72% 28
2023
Q2
$2.48M Sell
19,026
-1,272
-6% -$145K 0.61% 30
2023
Q1
$2.1M Sell
20,298
-447
-2% -$43.2K 0.53% 35
2022
Q4
$1.74M Sell
20,745
-3,023
-13% -$299K 0.49% 40
2022
Q3
$2.69M Buy
23,768
+648
+3% +$81.9K 0.72% 31
2022
Q2
$2.46M Sell
23,120
-6,160
-21% -$771K 0.76% 29
2022
Q1
$4.77M Buy
29,280
+900
+3% +$139K 1.1% 20
2021
Q4
$4.73M Buy
28,380
+1,360
+5% +$233K 0.99% 24
2021
Q3
$4.44M Hold
27,020
1.03% 19
2021
Q2
$4.65M Buy
27,020
+11,180
+71% +$1.86M 0.95% 18
2021
Q1
$2.45M Buy
15,840
+220
+1% +$34.9K 0.45% 30
2020
Q4
$2.54M Buy
15,620
+1,300
+9% +$207K 0.51% 29
2020
Q3
$2.25M Sell
14,320
-380
-3% -$59.9K 0.69% 27
2020
Q2
$2.03M Sell
14,700
-1,700
-10% -$205K 0.65% 29
2020
Q1
$1.6M Buy
16,400
+1,760
+12% +$170K 0.59% 31
2019
Q4
$1.35M Buy
14,640
+120
+0.8% +$10.6K 0.35% 37
2019
Q3
$1.26M Sell
14,520
-2,200
-13% -$204K 0.43% 37
2019
Q2
$1.58M Sell
16,720
-4,680
-22% -$436K 0.47% 31
2019
Q1
$1.91M Sell
21,400
-9,260
-30% -$771K 0.67% 26
2018
Q4
$2.3M Buy
30,660
+1,900
+7% +$158K 0.91% 15
2018
Q3
$2.88M Buy
28,760
+3,000
+12% +$282K 1.1% 11
2018
Q2
$2.19M Buy
25,760
+2,000
+8% +$159K 0.88% 18
2018
Q1
$1.75M Buy
23,760
+5,380
+29% +$385K 0.63% 23
2017
Q4
$1.09M Hold
18,380
0.35% 38
2017
Q3
$883K Buy
18,380
+120
+0.7% +$5.89K 0.29% 41
2017
Q2
$884K Buy
18,260
+60
+0.3% +$2.86K 0.3% 40
2017
Q1
$807K Sell
18,200
-900
-5% -$37.5K 0.28% 39
2016
Q4
$716K Buy
+19,100
New +$748K 0.28% 39

Other funds holding AMZN

Coastal Bridge Advisors's AMZN Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Amazon (AMZN) stake by 0.16% in Q1 2026, selling an estimated $47.3K and leaving 131,812 shares worth $27.5M. The position accounts for 1.94% of the portfolio, ranked #8.

Coastal Bridge Advisors first reported a position in AMZN in Q4 2016 and has held it in 37 quarters since. The position peaked at $30.5M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Coastal Bridge Advisors held 131,812 shares of Amazon worth $27.5M as of Q1 2026.
  • Coastal Bridge Advisors sold 215 Amazon shares in Q1 2026, an estimated $47.3K.
  • Amazon made up 1.94% of Coastal Bridge Advisors's portfolio in Q1 2026, its #8 holding.
  • Coastal Bridge Advisors first reported a position in Amazon in Q4 2016 and has held it in 37 quarters since.
  • Coastal Bridge Advisors's Amazon position peaked at $30.5M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.