Delta Wealth 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
Q2
$375K Sell
1,573
-188
-11% -$47.2K 0.27% 34
2026
Q1
$367K Buy
1,761
+11
+0.6% +$2.42K 0.28% 37
2025
Q4
$404K Buy
1,750
+100
+6% +$22.9K 0.34% 38
2025
Q3
$362K Hold
1,650
0.28% 38
2025
Q2
$362K Buy
1,650
+30
+2% +$5.94K 0.3% 34
2025
Q1
$308K Buy
1,620
+140
+9% +$30.4K 0.28% 31
2024
Q4
$325K Hold
1,480
0.31% 31
2024
Q3
$276K Buy
1,480
+135
+10% +$24.6K 0.26% 37
2024
Q2
$260K Buy
+1,345
New +$247K 0.25% 40

Other funds holding AMZN

Delta Wealth Advisors's AMZN Position: Q2 2026 in Review

Delta Wealth Advisors reduced its Amazon (AMZN) stake by 11% in Q2 2026, selling an estimated $47.2K and leaving 1,573 shares worth $375K. The position accounts for 0.27% of the portfolio, ranked #34.

Delta Wealth Advisors first reported a position in AMZN in Q2 2024 and has held it in 9 quarters since. The position peaked at $404K in Q4 2025. 2,191 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Delta Wealth Advisors held 1,573 shares of Amazon worth $375K as of Q2 2026.
  • Delta Wealth Advisors sold 188 Amazon shares in Q2 2026, an estimated $47.2K.
  • Amazon made up 0.27% of Delta Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Delta Wealth Advisors first reported a position in Amazon in Q2 2024 and has held it in 9 quarters since.
  • Delta Wealth Advisors's Amazon position peaked at $404K in Q4 2025.
  • 2,191 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Delta Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.