Ellis Investment Partners’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
$4.19M Buy
17,579
+442
+3% +$111K 0.63% 31
2026
Q1
$3.57M Buy
17,137
+1,050
+7% +$231K 0.62% 34
2025
Q4
$3.71M Buy
16,087
+526
+3% +$120K 0.65% 31
2025
Q3
$3.42M Buy
15,561
+1,210
+8% +$274K 0.62% 34
2025
Q2
$3.15M Buy
14,351
+126
+0.9% +$24.9K 0.61% 38
2025
Q1
$2.71M Sell
14,225
-846
-6% -$184K 0.56% 40
2024
Q4
$3.31M Buy
15,071
+550
+4% +$113K 0.65% 32
2024
Q3
$2.71M Sell
14,521
-481
-3% -$87.8K 0.53% 48
2024
Q2
$2.9M Buy
15,002
+239
+2% +$43.9K 0.61% 39
2024
Q1
$2.66M Buy
14,763
+379
+3% +$63.3K 0.58% 44
2023
Q4
$2.19M Buy
14,384
+118
+0.8% +$16.5K 0.51% 50
2023
Q3
$1.81M Sell
14,266
-245
-2% -$32.8K 0.47% 55
2023
Q2
$1.89M Sell
14,511
-60
-0.4% -$6.85K 0.46% 58
2023
Q1
$1.51M Buy
14,571
+446
+3% +$43.1K 0.39% 66
2022
Q4
$1.19M Buy
14,125
+120
+0.9% +$11.9K 0.32% 75
2022
Q3
$1.58M Sell
14,005
-195
-1% -$24.6K 0.44% 53
2022
Q2
$1.51M Sell
14,200
-7,500
-35% -$939K 0.4% 55
2022
Q1
$3.54M Buy
21,700
+260
+1% +$40.2K 0.83% 29
2021
Q4
$3.57M Buy
21,440
+40
+0.2% +$6.85K 0.82% 29
2021
Q3
$3.51M Buy
21,400
+920
+4% +$159K 0.89% 27
2021
Q2
$3.52M Sell
20,480
-160
-0.8% -$26.6K 0.9% 23
2021
Q1
$3.19M Sell
20,640
-600
-3% -$95.1K 0.89% 25
2020
Q4
$3.46M Buy
21,240
+60
+0.3% +$9.57K 1.05% 21
2020
Q3
$3.33M Buy
21,180
+620
+3% +$97.7K 1.17% 16
2020
Q2
$2.96M Sell
20,560
-4,360
-17% -$527K 1.11% 18
2020
Q1
$2.38M Sell
24,920
-2,440
-9% -$236K 1.13% 20
2019
Q4
$2.6M Buy
27,360
+560
+2% +$49.6K 0.87% 24
2019
Q3
$2.33M Buy
26,800
+280
+1% +$26K 0.84% 26
2019
Q2
$2.55M Sell
26,520
-420
-2% -$39.1K 0.95% 21
2019
Q1
$2.44M Buy
26,940
+680
+3% +$56.6K 0.99% 23
2018
Q4
$2M Buy
+26,260
New +$2.18M 0.91% 28

Other funds holding AMZN

Ellis Investment Partners's AMZN Position: Q2 2026 in Review

Ellis Investment Partners increased its Amazon (AMZN) stake by 2.6% in Q2 2026, buying an estimated $111K and bringing the position to 17,579 shares worth $4.19M. The position accounts for 0.63% of the portfolio, ranked #31.

Ellis Investment Partners first reported a position in AMZN in Q4 2018 and has held it in 31 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Ellis Investment Partners held 17,579 shares of Amazon worth $4.19M as of Q2 2026.
  • Ellis Investment Partners bought 442 Amazon shares in Q2 2026, an estimated $111K.
  • Amazon made up 0.63% of Ellis Investment Partners's portfolio in Q2 2026, its #31 holding.
  • Ellis Investment Partners first reported a position in Amazon in Q4 2018 and has held it in 31 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Ellis Investment Partners's 13F filing for Q2 2026, filed 5 Aug 2026.