Cypress Wealth Services’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-26,820
Closed -$4.22M 300
2020
Q3
$4.22M Buy
+26,820
New +$4.23M 1.08% 26

Other funds holding AMZN

Cypress Wealth Services's AMZN Position: Q2 2026 in Review

Cypress Wealth Services reduced its Amazon (AMZN) stake by 2.3% in Q2 2026, selling an estimated $201K and leaving 34,351 shares worth $8.19M. The position accounts for 1% of the portfolio, ranked #22.

Cypress Wealth Services first reported a position in AMZN in Q4 2017 and has held it in 34 quarters since. The position peaked at $8.31M in Q4 2025. 2,414 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Cypress Wealth Services held 34,351 shares of Amazon worth $8.19M as of Q2 2026.
  • Cypress Wealth Services sold 800 Amazon shares in Q2 2026, an estimated $201K.
  • Amazon made up 1% of Cypress Wealth Services's portfolio in Q2 2026, its #22 holding.
  • Cypress Wealth Services first reported a position in Amazon in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Amazon position peaked at $8.31M in Q4 2025.
  • 2,414 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.