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Dumont & Blake Investment Advisors’s Amazon AMZN Stock Holding History

Dumont & Blake Investment Advisors’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.77M Sell
22,904
-850
-4% -$187K 1.19% 19
2025
Q4 		$5.48M Sell
23,754
-190
-0.8% -$43.5K 1.32% 16
2025
Q3 		$5.26M Sell
23,944
-625
-3% -$141K 1.28% 16
2025
Q2 		$5.39M Buy
24,569
+524
+2% +$104K 1.41% 12
2025
Q1 		$4.57M Buy
24,045
+206
+0.9% +$44.7K 1.28% 12
2024
Q4 		$5.23M Sell
23,839
-549
-2% -$112K 1.4% 13
2024
Q3 		$4.54M Sell
24,388
-24,456
-50% -$4.46M 1.21% 14
2024
Q2 		$9.44M Buy
48,844
+24,500
+101% +$4.5M 1.34% 13
2024
Q1 		$4.39M Buy
24,344
+290
+1% +$48.4K 1.26% 14
2023
Q4 		$3.65M Sell
24,054
-244
-1% -$34.2K 1.13% 14
2023
Q3 		$3.09M Sell
24,298
-214
-0.9% -$28.7K 1.04% 16
2023
Q2 		$3.19M Buy
24,512
+68
+0.3% +$7.76K 1.04% 16
2023
Q1 		$2.52M Sell
24,444
-1,875
-7% -$181K 0.86% 26
2022
Q4 		$2.21M Sell
26,319
-2,656
-9% -$262K 0.78% 33
2022
Q3 		$3.27M Buy
28,975
+65
+0.2% +$8.22K 1.23% 14
2022
Q2 		$3.07M Buy
28,910
+70
+0.2% +$8.76K 1% 19
2022
Q1 		$4.7M Buy
28,840
+240
+0.8% +$37.1K 1.28% 14
2021
Q4 		$4.77M Buy
28,600
+640
+2% +$110K 1.24% 15
2021
Q3 		$4.59M Buy
27,960
+2,680
+11% +$462K 1.31% 15
2021
Q2 		$4.35M Sell
25,280
-960
-4% -$160K 1.24% 15
2021
Q1 		$4.06M Sell
26,240
-240
-0.9% -$38K 1.25% 15
2020
Q4 		$4.31M Sell
26,480
-640
-2% -$102K 1.47% 13
2020
Q3 		$4.27M Sell
27,120
-3,660
-12% -$577K 1.62% 12
2020
Q2 		$4.25M Buy
30,780
+7,600
+33% +$918K 1.77% 10
2020
Q1 		$2.26M Buy
23,180
+2,160
+10% +$209K 1.16% 19
2019
Q4 		$1.94M Buy
21,020
+300
+1% +$26.6K 0.76% 37
2019
Q3 		$1.8M Buy
20,720
+2,260
+12% +$210K 0.76% 36
2019
Q2 		$1.75M Buy
18,460
+160
+0.9% +$14.9K 0.73% 35
2019
Q1 		$1.63M Buy
18,300
+80
+0.4% +$6.66K 0.69% 40
2018
Q4 		$1.37M Buy
18,220
+12,360
+211% +$1.03M 0.64% 44
2018
Q3 		$587K Hold
5,860
– – 0.23% 124
2018
Q2 		$498K Hold
5,860
– – 0.21% 127
2018
Q1 		$424K Buy
5,860
+60
+1% +$4.29K 0.18% 131
2017
Q4 		$339K Buy
5,800
+200
+4% +$11K 0.14% 142
2017
Q3 		$269K Buy
5,600
+200
+4% +$9.82K 0.12% 148
2017
Q2 		$261K Buy
5,400
+100
+2% +$4.77K 0.12% 148
2017
Q1 		$235K Buy
+5,300
New +$221K 0.11% 153
2016
Q4 		– Sell
-5,300
Closed -$222K – 188
2016
Q3 		$222K Sell
5,300
-1,000
-16% -$38.3K 0.11% 148
2016
Q2 		$225K Sell
6,300
-2,000
-24% -$67.6K 0.11% 148
2016
Q1 		$246K Hold
8,300
– – 0.13% 138
2015
Q4 		$280K Hold
8,300
– – 0.14% 140
2015
Q3 		$212K Buy
+8,300
New +$210K 0.11% 139

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dumont & Blake Investment Advisors's AMZN Position: Q1 2026 in Review

Dumont & Blake Investment Advisors reduced its Amazon (AMZN) stake by 3.6% in Q1 2026, selling an estimated $187K and leaving 22,904 shares worth $4.77M. The position accounts for 1.19% of the portfolio, ranked #19.

Dumont & Blake Investment Advisors first reported a position in AMZN in Q3 2015 and has held it in 42 quarters since. The position peaked at $9.44M in Q2 2024. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Dumont & Blake Investment Advisors held 22,904 shares of Amazon worth $4.77M as of Q1 2026.
  • Dumont & Blake Investment Advisors sold 850 Amazon shares in Q1 2026, an estimated $187K.
  • Amazon made up 1.19% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #19 holding.
  • Dumont & Blake Investment Advisors first reported a position in Amazon in Q3 2015 and has held it in 42 quarters since.
  • Dumont & Blake Investment Advisors's Amazon position peaked at $9.44M in Q2 2024.
  • 5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.