Ellenbecker Investment Group’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 | $1.83M | Sell |
8,787
-78
| -0.9% | -$17.2K | 0.25% | 29 |
|
|
2025
Q4 | $2.05M | Buy |
8,865
+87
| +1% | +$19.9K | 0.29% | 27 |
|
|
2025
Q3 | $1.93M | Buy |
8,778
+110
| +1% | +$24.9K | 0.28% | 28 |
|
|
2025
Q2 | $1.9M | Buy |
8,668
+168
| +2% | +$33.2K | 0.31% | 27 |
|
|
2025
Q1 | $1.62M | Buy |
8,500
+467
| +6% | +$101K | 0.29% | 32 |
|
|
2024
Q4 | $1.76M | Sell |
8,033
-147
| -2% | -$30.1K | 0.32% | 31 |
|
|
2024
Q3 | $1.52M | Buy |
8,180
+325
| +4% | +$59.3K | 0.29% | 32 |
|
|
2024
Q2 | $1.52M | Sell |
7,855
-136
| -2% | -$25K | 0.31% | 31 |
|
|
2024
Q1 | $1.44M | Buy |
7,991
+323
| +4% | +$53.9K | 0.3% | 31 |
|
|
2023
Q4 | $1.17M | Buy |
7,668
+678
| +10% | +$95K | 0.27% | 33 |
|
|
2023
Q3 | $888K | Sell |
6,990
-380
| -5% | -$50.9K | 0.23% | 38 |
|
|
2023
Q2 | $960K | Sell |
7,370
-113
| -2% | -$12.9K | 0.24% | 34 |
|
|
2023
Q1 | $772K | Sell |
7,483
-900
| -11% | -$87K | 0.21% | 38 |
|
|
2022
Q4 | $704K | Buy |
8,383
+285
| +4% | +$28.2K | 0.21% | 38 |
|
|
2022
Q3 | $915K | Sell |
8,098
-720
| -8% | -$91K | 0.29% | 29 |
|
|
2022
Q2 | $936K | Buy |
8,818
+878
| +11% | +$110K | 0.29% | 30 |
|
|
2022
Q1 | $1.29M | Buy |
7,940
+20
| +0.3% | +$3.09K | 0.37% | 25 |
|
|
2021
Q4 | $1.32M | Buy |
7,920
+1,340
| +20% | +$229K | 0.37% | 25 |
|
|
2021
Q3 | $1.08M | Sell |
6,580
-540
| -8% | -$93.1K | 0.34% | 28 |
|
|
2021
Q2 | $1.23M | Sell |
7,120
-60
| -0.8% | -$9.97K | 0.4% | 27 |
|
|
2021
Q1 | $1.11M | Buy |
7,180
+560
| +8% | +$88.8K | 0.39% | 27 |
|
|
2020
Q4 | $1.08M | Buy |
6,620
+800
| +14% | +$128K | 0.4% | 27 |
|
|
2020
Q3 | $916K | Sell |
5,820
-280
| -5% | -$44.1K | 0.39% | 27 |
|
|
2020
Q2 | $841K | Buy |
6,100
+1,840
| +43% | +$222K | 0.42% | 27 |
|
|
2020
Q1 | $415K | Buy |
4,260
+120
| +3% | +$11.6K | 0.26% | 30 |
|
|
2019
Q4 | $383K | Hold |
4,140
| – | – | 0.2% | 38 |
|
|
2019
Q3 | $359K | Hold |
4,140
| – | – | 0.2% | 40 |
|
|
2019
Q2 | $392K | Sell |
4,140
-780
| -16% | -$72.7K | 0.23% | 34 |
|
|
2019
Q1 | $438K | Buy |
4,920
+340
| +7% | +$28.3K | 0.28% | 31 |
|
|
2018
Q4 | $344K | Buy |
4,580
+340
| +8% | +$28.3K | 0.27% | 37 |
|
|
2018
Q3 | $425K | Buy |
4,240
+240
| +6% | +$22.6K | 0.31% | 34 |
|
|
2018
Q2 | $340K | Buy |
4,000
+240
| +6% | +$19K | 0.27% | 37 |
|
|
2018
Q1 | $272K | Buy |
+3,760
| New | +$269K | 0.23% | 38 |
|
Other funds holding AMZN
VCM
VPM
Ellenbecker Investment Group's AMZN Position: Q1 2026 in Review
Ellenbecker Investment Group reduced its Amazon (AMZN) stake by 0.88% in Q1 2026, selling an estimated $17.2K and leaving 8,787 shares worth $1.83M. The position accounts for 0.25% of the portfolio, ranked #29.
Ellenbecker Investment Group first reported a position in AMZN in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.05M in Q4 2025. 5,978 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Ellenbecker Investment Group held 8,787 shares of Amazon worth $1.83M as of Q1 2026.
- Ellenbecker Investment Group sold 78 Amazon shares in Q1 2026, an estimated $17.2K.
- Amazon made up 0.25% of Ellenbecker Investment Group's portfolio in Q1 2026, its #29 holding.
- Ellenbecker Investment Group first reported a position in Amazon in Q1 2018 and has held it in 33 quarters since.
- Ellenbecker Investment Group's Amazon position peaked at $2.05M in Q4 2025.
- 5,978 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Ellenbecker Investment Group's 13F filing for Q1 2026, filed 23 Apr 2026.