Dakota 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
Q1 | $70.1M | Sell |
336,533
-35,498
| -10% | -$7.82M | 1.52% | 11 |
|
|
2025
Q4 | $85.9M | Buy |
372,031
+18,775
| +5% | +$4.3M | 1.52% | 6 |
|
|
2025
Q3 | $77.6M | Sell |
353,256
-33,487
| -9% | -$7.58M | 1.56% | 6 |
|
|
2025
Q2 | $84.8M | Sell |
386,743
-26,292
| -6% | -$5.2M | 1.79% | 6 |
|
|
2025
Q1 | $78.6M | Buy |
413,035
+4,492
| +1% | +$975K | 1.84% | 6 |
|
|
2024
Q4 | $89.6M | Sell |
408,543
-10,518
| -3% | -$2.15M | 2.06% | 6 |
|
|
2024
Q3 | $78.1M | Buy |
419,061
+20,906
| +5% | +$3.81M | 1.76% | 6 |
|
|
2024
Q2 | $76.9M | Buy |
398,155
+13,261
| +3% | +$2.44M | 1.81% | 6 |
|
|
2024
Q1 | $69.4M | Buy |
384,894
+52,983
| +16% | +$8.84M | 1.72% | 6 |
|
|
2023
Q4 | $50.4M | Buy |
331,911
+4,921
| +2% | +$690K | 1.96% | 5 |
|
|
2023
Q3 | $41.6M | Buy |
326,990
+26,969
| +9% | +$3.61M | 1.83% | 5 |
|
|
2023
Q2 | $39.1M | Buy |
300,021
+138,227
| +85% | +$15.8M | 1.84% | 5 |
|
|
2023
Q1 | $16.7M | Buy |
161,794
+10,217
| +7% | +$987K | 1.12% | 13 |
|
|
2022
Q4 | $12.7M | Sell |
151,577
-55,534
| -27% | -$5.49M | 0.9% | 23 |
|
|
2022
Q3 | $23.4M | Buy |
207,111
+22,762
| +12% | +$2.88M | 1.89% | 4 |
|
|
2022
Q2 | $19.6M | Sell |
184,349
-19,751
| -10% | -$2.47M | 1.8% | 5 |
|
|
2022
Q1 | $33.3M | Buy |
204,100
+10,440
| +5% | +$1.61M | 2.7% | 3 |
|
|
2021
Q4 | $32.3M | Buy |
193,660
+12,480
| +7% | +$2.14M | 3.41% | 3 |
|
|
2021
Q3 | $29.8M | Buy |
181,180
+15,380
| +9% | +$2.65M | 3.42% | 3 |
|
|
2021
Q2 | $28.5M | Buy |
165,800
+5,760
| +4% | +$957K | 3.4% | 3 |
|
|
2021
Q1 | $24.8M | Buy |
160,040
+7,420
| +5% | +$1.18M | 3.25% | 4 |
|
|
2020
Q4 | $24.9M | Buy |
152,620
+25,420
| +20% | +$4.06M | 3.23% | 4 |
|
|
2020
Q3 | $20M | Buy |
127,200
+5,680
| +5% | +$895K | 3.16% | 4 |
|
|
2020
Q2 | $16.8M | Buy |
121,520
+9,780
| +9% | +$1.18M | 2.87% | 5 |
|
|
2020
Q1 | $10.9M | Buy |
111,740
+22,060
| +25% | +$2.14M | 2.38% | 6 |
|
|
2019
Q4 | $8.29M | Sell |
89,680
-3,880
| -4% | -$343K | 1.33% | 16 |
|
|
2019
Q3 | $8.12M | Sell |
93,560
-3,340
| -3% | -$310K | 1.4% | 15 |
|
|
2019
Q2 | $9.18M | Buy |
96,900
+3,080
| +3% | +$287K | 1.76% | 12 |
|
|
2019
Q1 | $8.35M | Buy |
93,820
+13,680
| +17% | +$1.14M | 1.66% | 11 |
|
|
2018
Q4 | $7.77M | Buy |
80,140
+3,460
| +5% | +$288K | 1.76% | 11 |
|
|
2018
Q3 | $7.68M | Buy |
76,680
+8,460
| +12% | +$796K | 1.73% | 11 |
|
|
2018
Q2 | $5.8M | Buy |
68,220
+61,320
| +889% | +$4.87M | 1.61% | 15 |
|
|
2018
Q1 | $499K | Buy |
6,900
+1,600
| +30% | +$114K | 0.26% | 50 |
|
|
2017
Q4 | $310K | Buy |
+5,300
| New | +$292K | 0.16% | 59 |
|
Other funds holding AMZN
VCM
VPM
Dakota Wealth Management's AMZN Position: Q1 2026 in Review
Dakota Wealth Management reduced its Amazon (AMZN) stake by 9.5% in Q1 2026, selling an estimated $7.82M and leaving 336,533 shares worth $70.1M. The position accounts for 1.52% of the portfolio, ranked #11.
Dakota Wealth Management first reported a position in AMZN in Q4 2017 and has held it in 34 quarters since. The position peaked at $89.6M in Q4 2024. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Dakota Wealth Management held 336,533 shares of Amazon worth $70.1M as of Q1 2026.
- Dakota Wealth Management sold 35,498 Amazon shares in Q1 2026, an estimated $7.82M.
- Amazon made up 1.52% of Dakota Wealth Management's portfolio in Q1 2026, its #11 holding.
- Dakota Wealth Management first reported a position in Amazon in Q4 2017 and has held it in 34 quarters since.
- Dakota Wealth Management's Amazon position peaked at $89.6M in Q4 2024.
- 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.