Edgemoor Investment 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
Q1
$38M Buy
182,558
+2,494
+1% +$549K 2.99% 10
2025
Q4
$41.6M Sell
180,064
-1,456
-0.8% -$333K 3.23% 9
2025
Q3
$39.9M Buy
181,520
+1,224
+0.7% +$277K 3.08% 8
2025
Q2
$39.6M Sell
180,296
-1,709
-0.9% -$338K 3.41% 7
2025
Q1
$34.6M Buy
182,005
+1,142
+0.6% +$248K 3.18% 7
2024
Q4
$39.7M Sell
180,863
-1,805
-1% -$369K 3.5% 8
2024
Q3
$34M Buy
182,668
+2,590
+1% +$473K 2.96% 8
2024
Q2
$34.8M Buy
180,078
+3,936
+2% +$723K 3.24% 8
2024
Q1
$31.8M Buy
176,142
+1,688
+1% +$282K 3% 8
2023
Q4
$26.5M Buy
174,454
+3,042
+2% +$426K 2.77% 8
2023
Q3
$21.8M Buy
171,412
+252
+0.1% +$33.8K 2.58% 9
2023
Q2
$22.3M Buy
171,160
+884
+0.5% +$101K 2.52% 9
2023
Q1
$17.6M Buy
170,276
+2,094
+1% +$202K 2.14% 11
2022
Q4
$14.1M Buy
168,182
+6,221
+4% +$615K 1.77% 12
2022
Q3
$18.3M Buy
161,961
+12,295
+8% +$1.55M 2.44% 8
2022
Q2
$15.9M Sell
149,666
-214
-0.1% -$26.8K 2% 10
2022
Q1
$24.4M Buy
149,880
+10,340
+7% +$1.6M 2.58% 8
2021
Q4
$23.3M Buy
139,540
+8,200
+6% +$1.4M 2.39% 10
2021
Q3
$21.6M Sell
131,340
-31,700
-19% -$5.47M 2.46% 10
2021
Q2
$28M Buy
163,040
+5,100
+3% +$848K 2.62% 10
2021
Q1
$24.4M Buy
157,940
+6,620
+4% +$1.05M 2.45% 10
2020
Q4
$24.6M Buy
151,320
+1,940
+1% +$310K 2.76% 7
2020
Q3
$23.5M Sell
149,380
-800
-0.5% -$126K 2.91% 7
2020
Q2
$20.7M Buy
150,180
+3,860
+3% +$466K 2.79% 6
2020
Q1
$14.3M Buy
146,320
+136,680
+1,418% +$13.2M 2.32% 11
2019
Q4
$891K Hold
9,640
0.1% 82
2019
Q3
$837K Buy
9,640
+440
+5% +$40.8K 0.1% 83
2019
Q2
$871K Hold
9,200
0.11% 83
2019
Q1
$819K Hold
9,200
0.11% 85
2018
Q4
$691K Hold
9,200
0.1% 88
2018
Q3
$921K Buy
9,200
+2,000
+28% +$188K 0.11% 80
2018
Q2
$612K Hold
7,200
0.08% 89
2018
Q1
$521K Hold
7,200
0.07% 99
2017
Q4
$470K Buy
7,200
+2,860
+66% +$157K 0.06% 101
2017
Q3
$209K Buy
+4,340
New +$213K 0.03% 135

Other funds holding AMZN

Edgemoor Investment Advisors's AMZN Position: Q1 2026 in Review

Edgemoor Investment Advisors increased its Amazon (AMZN) stake by 1.4% in Q1 2026, buying an estimated $549K and bringing the position to 182,558 shares worth $38M. The position accounts for 2.99% of the portfolio, ranked #10.

Edgemoor Investment Advisors first reported a position in AMZN in Q3 2017 and has held it in 35 quarters since. The position peaked at $41.6M in Q4 2025. 5,987 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Edgemoor Investment Advisors held 182,558 shares of Amazon worth $38M as of Q1 2026.
  • Edgemoor Investment Advisors bought 2,494 Amazon shares in Q1 2026, an estimated $549K.
  • Amazon made up 2.99% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #10 holding.
  • Edgemoor Investment Advisors first reported a position in Amazon in Q3 2017 and has held it in 35 quarters since.
  • Edgemoor Investment Advisors's Amazon position peaked at $41.6M in Q4 2025.
  • 5,987 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.