Elmwood Wealth Management’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 | $4.62M | Buy |
19,394
+795
| +4% | +$200K | 1.16% | 29 |
|
|
2026
Q1 | $3.87M | Sell |
18,599
-547
| -3% | -$120K | 1.07% | 35 |
|
|
2025
Q4 | $4.42M | Buy |
19,146
+894
| +5% | +$205K | 1.4% | 21 |
|
|
2025
Q3 | $4.01M | Buy |
18,252
+1,880
| +11% | +$426K | 1.42% | 21 |
|
|
2025
Q2 | $3.59M | Sell |
16,372
-175
| -1% | -$34.6K | 1.42% | 21 |
|
|
2025
Q1 | $3.15M | Sell |
16,547
-384
| -2% | -$83.3K | 1.29% | 25 |
|
|
2024
Q4 | $3.71M | Sell |
16,931
-16
| -0.1% | -$3.27K | 1.5% | 17 |
|
|
2024
Q3 | $3.16M | Sell |
16,947
-78
| -0.5% | -$14.2K | 1.3% | 26 |
|
|
2024
Q2 | $3.29M | Sell |
17,025
-195
| -1% | -$35.8K | 1.47% | 18 |
|
|
2024
Q1 | $3.11M | Buy |
17,220
+5,856
| +52% | +$978K | 1.33% | 22 |
|
|
2023
Q4 | $1.73M | Sell |
11,364
-7,049
| -38% | -$988K | 1.21% | 21 |
|
|
2023
Q3 | $2.34M | Sell |
18,413
-278
| -1% | -$37.3K | 1.13% | 29 |
|
|
2023
Q2 | $2.44M | Sell |
18,691
-2,494
| -12% | -$285K | 1.14% | 31 |
|
|
2023
Q1 | $2.19M | Sell |
21,185
-600
| -3% | -$58K | 1.03% | 29 |
|
|
2022
Q4 | $1.83M | Sell |
21,785
-110
| -0.5% | -$10.9K | 0.91% | 34 |
|
|
2022
Q3 | $2.47M | Buy |
+21,895
| New | +$2.77M | 1.23% | 23 |
|
|
2021
Q2 | $3.76M | Hold |
21,840
| – | – | 1.98% | 9 |
|
|
2021
Q1 | $3.38M | Buy |
+21,840
| New | +$3.46M | 2.06% | 9 |
|
|
2020
Q3 | $2.95M | Hold |
21,360
| – | – | 2.39% | 8 |
|
|
2020
Q2 | $2.95M | Sell |
21,360
-1,920
| -8% | -$232K | 2.39% | 8 |
|
|
2020
Q1 | $1.68M | Buy |
23,280
+2,020
| +10% | +$196K | 1.61% | 14 |
|
|
2019
Q4 | $1.96M | Sell |
21,260
-500
| -2% | -$44.3K | 1.71% | 14 |
|
|
2019
Q3 | $1.89M | Sell |
21,760
-100
| -0.5% | -$9.27K | 1.91% | 10 |
|
|
2019
Q2 | $2.07M | Sell |
21,860
-280
| -1% | -$26.1K | 1.83% | 9 |
|
|
2019
Q1 | $1.97M | Sell |
22,140
-740
| -3% | -$61.6K | 1.82% | 9 |
|
|
2018
Q4 | $1.72M | Buy |
22,880
+400
| +2% | +$33.3K | 1.66% | 12 |
|
|
2018
Q3 | $2.25M | Sell |
22,480
-600
| -3% | -$56.4K | 1.87% | 10 |
|
|
2018
Q2 | $1.96M | Sell |
23,080
-200
| -0.9% | -$15.9K | 1.78% | 13 |
|
|
2018
Q1 | $1.68M | Buy |
+23,280
| New | +$1.66M | 1.61% | 14 |
|
Other funds holding AMZN
Elmwood Wealth Management's AMZN Position: Q2 2026 in Review
Elmwood Wealth Management increased its Amazon (AMZN) stake by 4.3% in Q2 2026, buying an estimated $200K and bringing the position to 19,394 shares worth $4.62M. The position accounts for 1.16% of the portfolio, ranked #29.
Elmwood Wealth Management first reported a position in AMZN in Q1 2018 and has held it in 29 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Elmwood Wealth Management held 19,394 shares of Amazon worth $4.62M as of Q2 2026.
- Elmwood Wealth Management bought 795 Amazon shares in Q2 2026, an estimated $200K.
- Amazon made up 1.16% of Elmwood Wealth Management's portfolio in Q2 2026, its #29 holding.
- Elmwood Wealth Management first reported a position in Amazon in Q1 2018 and has held it in 29 quarters since.
- 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.