Connecticut Wealth Management’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 | $8.21M | Sell |
34,441
-2,418
| -7% | -$607K | 0.3% | 41 |
|
|
2026
Q1 | $7.68M | Sell |
36,859
-934
| -2% | -$206K | 0.32% | 41 |
|
|
2025
Q4 | $8.72M | Buy |
37,793
+1,302
| +4% | +$298K | 0.38% | 40 |
|
|
2025
Q3 | $8.01M | Buy |
36,491
+4,196
| +13% | +$950K | 0.36% | 44 |
|
|
2025
Q2 | $7.09M | Sell |
32,295
-1,402
| -4% | -$277K | 0.34% | 43 |
|
|
2025
Q1 | $6.41M | Buy |
33,697
+2,464
| +8% | +$535K | 0.34% | 47 |
|
|
2024
Q4 | $6.85M | Buy |
31,233
+512
| +2% | +$105K | 0.34% | 37 |
|
|
2024
Q3 | $5.72M | Sell |
30,721
-72
| -0.2% | -$13.1K | 0.28% | 57 |
|
|
2024
Q2 | $5.95M | Buy |
30,793
+317
| +1% | +$58.2K | 0.31% | 55 |
|
|
2024
Q1 | $5.5M | Sell |
30,476
-174
| -0.6% | -$29K | 0.29% | 54 |
|
|
2023
Q4 | $4.66M | Buy |
30,650
+6,539
| +27% | +$917K | 0.27% | 59 |
|
|
2023
Q3 | $3.07M | Buy |
24,111
+8,807
| +58% | +$1.18M | 0.21% | 60 |
|
|
2023
Q2 | $2M | Buy |
15,304
+2,124
| +16% | +$243K | 0.14% | 71 |
|
|
2023
Q1 | $1.36M | Sell |
13,180
-305
| -2% | -$29.5K | 0.1% | 77 |
|
|
2022
Q4 | $1.13M | Buy |
13,485
+1,044
| +8% | +$103K | 0.1% | 77 |
|
|
2022
Q3 | $1.41M | Buy |
12,441
+2,274
| +22% | +$287K | 0.13% | 66 |
|
|
2022
Q2 | $1.08M | Buy |
10,167
+567
| +6% | +$71K | 0.09% | 81 |
|
|
2022
Q1 | $1.56M | Sell |
9,600
-2,620
| -21% | -$405K | 0.12% | 70 |
|
|
2021
Q4 | $2.04M | Buy |
12,220
+1,240
| +11% | +$212K | 0.16% | 60 |
|
|
2021
Q3 | $1.8M | Buy |
10,980
+360
| +3% | +$62.1K | 0.16% | 61 |
|
|
2021
Q2 | $1.83M | Sell |
10,620
-7,060
| -40% | -$1.17M | 0.16% | 60 |
|
|
2021
Q1 | $2.73M | Sell |
17,680
-120
| -0.7% | -$19K | 0.25% | 38 |
|
|
2020
Q4 | $2.9M | Sell |
17,800
-80
| -0.4% | -$12.8K | 0.31% | 43 |
|
|
2020
Q3 | $2.81M | Buy |
17,880
+10,000
| +127% | +$1.58M | 0.31% | 48 |
|
|
2020
Q2 | $1.09M | Buy |
7,880
+2,740
| +53% | +$331K | 0.13% | 60 |
|
|
2020
Q1 | $501K | Sell |
5,140
-180
| -3% | -$17.4K | 0.07% | 90 |
|
|
2019
Q4 | $492K | Sell |
5,320
-100
| -2% | -$8.85K | 0.05% | 106 |
|
|
2019
Q3 | $470K | Buy |
5,420
+680
| +14% | +$63.1K | 0.06% | 105 |
|
|
2019
Q2 | $449K | Buy |
4,740
+260
| +6% | +$24.2K | 0.06% | 106 |
|
|
2019
Q1 | $399K | Buy |
4,480
+640
| +17% | +$53.3K | 0.14% | 50 |
|
|
2018
Q4 | $288K | Buy |
3,840
+80
| +2% | +$6.65K | 0.13% | 57 |
|
|
2018
Q3 | $377K | Buy |
3,760
+460
| +14% | +$43.3K | 0.17% | 51 |
|
|
2018
Q2 | $283K | Hold |
3,300
| – | – | 0.14% | 54 |
|
|
2018
Q1 | $226K | Buy |
+3,300
| New | +$236K | 0.13% | 61 |
|
Other funds holding AMZN
Connecticut Wealth Management's AMZN Position: Q2 2026 in Review
Connecticut Wealth Management reduced its Amazon (AMZN) stake by 6.6% in Q2 2026, selling an estimated $607K and leaving 34,441 shares worth $8.21M. The position accounts for 0.3% of the portfolio, ranked #41.
Connecticut Wealth Management first reported a position in AMZN in Q1 2018 and has held it in 34 quarters since. The position peaked at $8.72M in Q4 2025. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Connecticut Wealth Management held 34,441 shares of Amazon worth $8.21M as of Q2 2026.
- Connecticut Wealth Management sold 2,418 Amazon shares in Q2 2026, an estimated $607K.
- Amazon made up 0.3% of Connecticut Wealth Management's portfolio in Q2 2026, its #41 holding.
- Connecticut Wealth Management first reported a position in Amazon in Q1 2018 and has held it in 34 quarters since.
- Connecticut Wealth Management's Amazon position peaked at $8.72M in Q4 2025.
- 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.