EP Wealth 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 | $276M | Buy |
1,326,047
+109,040
| +9% | +$24M | 1.36% | 17 |
|
|
2025
Q4 | $281M | Buy |
+1,217,007
| New | +$278M | 1.46% | 16 |
|
|
2025
Q2 | $260M | Buy |
1,183,402
+97,828
| +9% | +$19.4M | 1.71% | 13 |
|
|
2025
Q1 | $207M | Buy |
1,085,574
+20,989
| +2% | +$4.55M | 1.65% | 13 |
|
|
2024
Q4 | $234M | Sell |
1,064,585
-44,315
| -4% | -$9.07M | 1.91% | 9 |
|
|
2024
Q3 | $207M | Buy |
1,108,900
+72,529
| +7% | +$13.2M | 1.78% | 9 |
|
|
2024
Q2 | $200M | Buy |
1,036,371
+3,148
| +0.3% | +$578K | 2.13% | 7 |
|
|
2024
Q1 | $186M | Buy |
1,033,223
+43,778
| +4% | +$7.31M | 2.18% | 7 |
|
|
2023
Q4 | $150M | Buy |
989,445
+12,996
| +1% | +$1.82M | 1.92% | 8 |
|
|
2023
Q3 | $124M | Buy |
976,449
+170,502
| +21% | +$22.8M | 1.93% | 8 |
|
|
2023
Q2 | $128M | Hold |
805,947
| – | – | 1.84% | 8 |
|
|
2023
Q1 | $83.2M | Buy |
805,947
+105,210
| +15% | +$10.2M | 1.43% | 10 |
|
|
2022
Q4 | $58.9M | Buy |
700,737
+33,723
| +5% | +$3.33M | 1.06% | 19 |
|
|
2022
Q3 | $75.4M | Buy |
667,014
+85,152
| +15% | +$10.8M | 1.71% | 6 |
|
|
2022
Q2 | $61.8M | Buy |
581,862
+48,822
| +9% | +$6.11M | 1.39% | 10 |
|
|
2022
Q1 | $86.9M | Buy |
533,040
+28,420
| +6% | +$4.39M | 1.91% | 5 |
|
|
2021
Q4 | $84.1M | Buy |
504,620
+85,580
| +20% | +$14.6M | 1.99% | 5 |
|
|
2021
Q3 | $68.8M | Buy |
419,040
+29,320
| +8% | +$5.06M | 1.89% | 7 |
|
|
2021
Q2 | $67M | Buy |
389,720
+21,340
| +6% | +$3.55M | 1.86% | 6 |
|
|
2021
Q1 | $57M | Buy |
368,380
+37,900
| +11% | +$6.01M | 1.81% | 7 |
|
|
2020
Q4 | $53.8M | Buy |
330,480
+16,860
| +5% | +$2.69M | 1.89% | 7 |
|
|
2020
Q3 | $49.4M | Sell |
313,620
-1,180
| -0.4% | -$186K | 2.12% | 6 |
|
|
2020
Q2 | $43.4M | Sell |
314,800
-800
| -0.3% | -$96.6K | 1.85% | 8 |
|
|
2020
Q1 | $30.8M | Buy |
315,600
+29,620
| +10% | +$2.87M | 1.51% | 9 |
|
|
2019
Q4 | $26.4M | Buy |
285,980
+28,700
| +11% | +$2.54M | 1.09% | 14 |
|
|
2019
Q3 | $22.3M | Buy |
+257,280
| New | +$23.9M | 1.11% | 17 |
|
|
2019
Q2 | – | Sell |
-247,540
| Closed | -$22M | – | 316 |
|
|
2019
Q1 | $22M | Buy |
247,540
+9,600
| +4% | +$799K | 2.12% | 10 |
|
|
2018
Q4 | $17.9M | Buy |
237,940
+47,580
| +25% | +$3.96M | 1.38% | 16 |
|
|
2018
Q3 | $19.1M | Buy |
190,360
+8,220
| +5% | +$773K | 1.49% | 14 |
|
|
2018
Q2 | $15.5M | Sell |
182,140
-5,700
| -3% | -$452K | 1.46% | 20 |
|
|
2018
Q1 | $13.6M | Sell |
187,840
-1,640
| -0.9% | -$117K | 1.31% | 23 |
|
|
2017
Q4 | $11.1M | Buy |
189,480
+5,360
| +3% | +$295K | 1.17% | 25 |
|
|
2017
Q3 | $8.85M | Buy |
184,120
+7,800
| +4% | +$383K | 1.02% | 33 |
|
|
2017
Q2 | $8.53M | Buy |
176,320
+15,000
| +9% | +$716K | 1.05% | 28 |
|
|
2017
Q1 | $7.15M | Buy |
161,320
+135,160
| +517% | +$5.63M | 0.99% | 34 |
|
|
2016
Q4 | $868K | Sell |
26,160
-2,140
| -8% | -$83.9K | 0.13% | 60 |
|
|
2016
Q3 | $1.19M | Buy |
28,300
+6,760
| +31% | +$259K | 0.19% | 50 |
|
|
2016
Q2 | $771K | Sell |
21,540
-14,680
| -41% | -$497K | 0.12% | 61 |
|
|
2016
Q1 | $1.07M | Sell |
36,220
-9,220
| -20% | -$262K | 0.16% | 55 |
|
|
2015
Q4 | $1.54M | Buy |
45,440
+15,420
| +51% | +$486K | 0.26% | 59 |
|
|
2015
Q3 | $768K | Buy |
30,020
+3,760
| +14% | +$95.1K | 0.15% | 64 |
|
|
2015
Q2 | $570K | Sell |
26,260
-1,940
| -7% | -$40.5K | 0.11% | 67 |
|
|
2015
Q1 | $525K | Hold |
28,200
| – | – | 0.1% | 70 |
|
|
2014
Q4 | $438K | Sell |
28,200
-700
| -2% | -$10.9K | 0.07% | 90 |
|
|
2014
Q3 | $466K | Buy |
28,900
+1,260
| +5% | +$21K | 0.08% | 72 |
|
|
2014
Q2 | $449K | Sell |
27,640
-1,680
| -6% | -$26.6K | 0.1% | 67 |
|
|
2014
Q1 | $493K | Buy |
29,320
+1,260
| +4% | +$23.4K | 0.13% | 59 |
|
|
2013
Q4 | $560K | Buy |
28,060
+2,300
| +9% | +$41.4K | 0.15% | 66 |
|
|
2013
Q3 | $403K | Buy |
25,760
+440
| +2% | +$6.56K | 0.13% | 66 |
|
|
2013
Q2 | $352K | Buy |
+25,320
| New | +$337K | 0.13% | 58 |
|
Other funds holding AMZN
VCM
VPM
EP Wealth Advisors's AMZN Position: Q1 2026 in Review
EP Wealth Advisors increased its Amazon (AMZN) stake by 9% in Q1 2026, buying an estimated $24M and bringing the position to 1,326,047 shares worth $276M. The position accounts for 1.36% of the portfolio, ranked #17.
EP Wealth Advisors first reported a position in AMZN in Q2 2013 and has held it in 50 quarters since. The position peaked at $281M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- EP Wealth Advisors held 1,326,047 shares of Amazon worth $276M as of Q1 2026.
- EP Wealth Advisors bought 109,040 Amazon shares in Q1 2026, an estimated $24M.
- Amazon made up 1.36% of EP Wealth Advisors's portfolio in Q1 2026, its #17 holding.
- EP Wealth Advisors first reported a position in Amazon in Q2 2013 and has held it in 50 quarters since.
- EP Wealth Advisors's Amazon position peaked at $281M in Q4 2025.
- 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.