Crestwood Advisors Group’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 | $173M | Sell |
828,403
-26,002
| -3% | -$5.72M | 2.9% | 6 |
|
|
2025
Q4 | $197M | Sell |
854,405
-101,185
| -11% | -$23.1M | 3.28% | 5 |
|
|
2025
Q3 | $210M | Sell |
955,590
-21,638
| -2% | -$4.9M | 3.57% | 3 |
|
|
2025
Q2 | $214M | Buy |
977,228
+30,353
| +3% | +$6.01M | 3.84% | 3 |
|
|
2025
Q1 | $180M | Buy |
946,875
+4,537
| +0.5% | +$985K | 3.42% | 3 |
|
|
2024
Q4 | $207M | Buy |
942,338
+21,314
| +2% | +$4.36M | 3.87% | 3 |
|
|
2024
Q3 | $172M | Buy |
921,024
+81,279
| +10% | +$14.8M | 3.28% | 3 |
|
|
2024
Q2 | $162M | Buy |
839,745
+50,629
| +6% | +$9.3M | 3.36% | 3 |
|
|
2024
Q1 | $142M | Buy |
789,116
+35,252
| +5% | +$5.88M | 3.11% | 3 |
|
|
2023
Q4 | $115M | Buy |
753,864
+18,313
| +2% | +$2.57M | 2.67% | 3 |
|
|
2023
Q3 | $93.5M | Buy |
735,551
+61,549
| +9% | +$8.25M | 2.45% | 3 |
|
|
2023
Q2 | $87.9M | Sell |
674,002
-28,541
| -4% | -$3.26M | 2.76% | 3 |
|
|
2023
Q1 | $72.6M | Buy |
702,543
+75,954
| +12% | +$7.34M | 2.42% | 5 |
|
|
2022
Q4 | $52.6M | Buy |
626,589
+198,740
| +46% | +$19.6M | 1.79% | 14 |
|
|
2022
Q3 | $48.3M | Sell |
427,849
-772
| -0.2% | -$97.6K | 1.72% | 14 |
|
|
2022
Q2 | $46M | Sell |
428,621
-3,499
| -0.8% | -$438K | 1.55% | 16 |
|
|
2022
Q1 | $70.4M | Sell |
432,120
-25,220
| -6% | -$3.9M | 1.98% | 12 |
|
|
2021
Q4 | $76.2M | Sell |
457,340
-4,880
| -1% | -$835K | 1.98% | 9 |
|
|
2021
Q3 | $75.9M | Buy |
462,220
+6,680
| +1% | +$1.15M | 2.15% | 8 |
|
|
2021
Q2 | $78.4M | Sell |
455,540
-5,580
| -1% | -$927K | 2.27% | 7 |
|
|
2021
Q1 | $71.3M | Buy |
461,120
+4,220
| +0.9% | +$669K | 2.24% | 7 |
|
|
2020
Q4 | $74.4M | Sell |
456,900
-12,460
| -3% | -$1.99M | 2.45% | 5 |
|
|
2020
Q3 | $73.9M | Sell |
469,360
-5,860
| -1% | -$924K | 2.77% | 5 |
|
|
2020
Q2 | $65.6M | Sell |
475,220
-87,020
| -15% | -$10.5M | 2.62% | 5 |
|
|
2020
Q1 | $54.8M | Sell |
562,240
-39,700
| -7% | -$3.84M | 2.72% | 5 |
|
|
2019
Q4 | $55.6M | Sell |
601,940
-4,140
| -0.7% | -$366K | 2.2% | 7 |
|
|
2019
Q3 | $52.6M | Sell |
606,080
-12,600
| -2% | -$1.17M | 2.31% | 5 |
|
|
2019
Q2 | $58.6M | Buy |
618,680
+521,680
| +538% | +$48.6M | 2.65% | 5 |
|
|
2019
Q1 | $8.64M | Buy |
97,000
+1,740
| +2% | +$145K | 0.62% | 52 |
|
|
2018
Q4 | $7.15M | Buy |
95,260
+280
| +0.3% | +$23.3K | 0.57% | 54 |
|
|
2018
Q3 | $9.51M | Sell |
94,980
-780
| -0.8% | -$73.3K | 0.67% | 52 |
|
|
2018
Q2 | $9.08M | Buy |
95,760
+280
| +0.3% | +$22.2K | 0.66% | 52 |
|
|
2018
Q1 | $6.91M | Buy |
95,480
+20
| +0% | +$1.43K | 0.54% | 52 |
|
|
2017
Q4 | $5.58M | Sell |
95,460
-440
| -0.5% | -$24.2K | 0.44% | 55 |
|
|
2017
Q3 | $4.61M | Buy |
95,900
+980
| +1% | +$48.1K | 0.4% | 55 |
|
|
2017
Q2 | $4.84M | Buy |
94,920
+1,200
| +1% | +$57.3K | 0.41% | 57 |
|
|
2017
Q1 | $4.44M | Buy |
93,720
+12,380
| +15% | +$516K | 0.39% | 56 |
|
|
2016
Q4 | $3.05M | Buy |
81,340
+3,100
| +4% | +$121K | 0.3% | 60 |
|
|
2016
Q3 | $3.28M | Buy |
78,240
+1,320
| +2% | +$50.5K | 0.39% | 50 |
|
|
2016
Q2 | $2.75M | Sell |
76,920
-10,380
| -12% | -$351K | 0.34% | 52 |
|
|
2016
Q1 | $2.59M | Sell |
87,300
-13,980
| -14% | -$397K | 0.31% | 55 |
|
|
2015
Q4 | $3.42M | Buy |
101,280
+24,800
| +32% | +$782K | 0.41% | 53 |
|
|
2015
Q3 | $1.96M | Sell |
76,480
-15,100
| -16% | -$382K | 0.25% | 52 |
|
|
2015
Q2 | $1.99M | Buy |
91,580
+29,320
| +47% | +$613K | 0.26% | 48 |
|
|
2015
Q1 | $1.16M | Buy |
62,260
+12,460
| +25% | +$219K | 0.17% | 50 |
|
|
2014
Q4 | $773K | Buy |
49,800
+1,500
| +3% | +$23.4K | 0.12% | 63 |
|
|
2014
Q3 | $779K | Buy |
48,300
+2,540
| +6% | +$42.2K | 0.12% | 62 |
|
|
2014
Q2 | $743K | Buy |
45,760
+6,580
| +17% | +$104K | 0.12% | 60 |
|
|
2014
Q1 | $659K | Sell |
39,180
-1,700
| -4% | -$31.5K | 0.11% | 63 |
|
|
2013
Q4 | $815K | Sell |
40,880
-40
| -0.1% | -$719 | 0.13% | 57 |
|
|
2013
Q3 | $640K | Buy |
40,920
+1,880
| +5% | +$28K | 0.11% | 63 |
|
|
2013
Q2 | $542K | Buy |
+39,040
| New | +$520K | 0.1% | 66 |
|
Other funds holding AMZN
VCM
VPM
Crestwood Advisors Group's AMZN Position: Q1 2026 in Review
Crestwood Advisors Group reduced its Amazon (AMZN) stake by 3% in Q1 2026, selling an estimated $5.72M and leaving 828,403 shares worth $173M. The position accounts for 2.9% of the portfolio, ranked #6.
Crestwood Advisors Group first reported a position in AMZN in Q2 2013 and has held it in 52 quarters since. The position peaked at $214M in Q2 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Crestwood Advisors Group held 828,403 shares of Amazon worth $173M as of Q1 2026.
- Crestwood Advisors Group sold 26,002 Amazon shares in Q1 2026, an estimated $5.72M.
- Amazon made up 2.9% of Crestwood Advisors Group's portfolio in Q1 2026, its #6 holding.
- Crestwood Advisors Group first reported a position in Amazon in Q2 2013 and has held it in 52 quarters since.
- Crestwood Advisors Group's Amazon position peaked at $214M in Q2 2025.
- 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.