Financial Perspectives’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
$5.73M Buy
24,039
+1,951
+9% +$490K 1.39% 19
2026
Q1
$4.6M Sell
22,088
-93
-0.4% -$20.5K 1.28% 21
2025
Q4
$5.12M Sell
22,181
-3
-0% -$686 1.38% 19
2025
Q3
$4.87M Sell
22,184
-375
-2% -$84.9K 1.35% 18
2025
Q2
$4.95M Buy
22,559
+1,774
+9% +$351K 1.5% 18
2025
Q1
$3.97M Sell
20,785
-60
-0.3% -$13K 1.36% 18
2024
Q4
$4.57M Buy
20,845
+241
+1% +$49.3K 1.54% 18
2024
Q3
$3.84M Buy
20,604
+321
+2% +$58.6K 1.33% 18
2024
Q2
$3.92M Hold
20,283
1.45% 18
2024
Q1
$3.66M Buy
20,283
+2
+0% +$334 1.39% 19
2023
Q4
$3.08M Buy
20,281
+36
+0.2% +$5.05K 1.25% 18
2023
Q3
$2.57M Sell
20,245
-40
-0.2% -$5.36K 1.18% 20
2023
Q2
$2.64M Hold
20,285
1.16% 20
2023
Q1
$2.1M Buy
20,285
+436
+2% +$42.1K 1% 21
2022
Q4
$1.67M Sell
19,849
-1,870
-9% -$185K 0.85% 24
2022
Q3
$2.45M Buy
21,719
+759
+4% +$95.9K 1.38% 14
2022
Q2
$2.23M Buy
20,960
+100
+0.5% +$12.5K 1.26% 17
2022
Q1
$3.4M Buy
20,860
+320
+2% +$49.4K 1.59% 14
2021
Q4
$3.42M Hold
20,540
1.62% 14
2021
Q3
$3.37M Buy
20,540
+20
+0.1% +$3.45K 1.7% 13
2021
Q2
$3.53M Buy
20,520
+1,000
+5% +$166K 1.72% 12
2021
Q1
$3.02M Hold
19,520
1.62% 13
2020
Q4
$3.18M Buy
19,520
+3,500
+22% +$559K 1.81% 11
2020
Q3
$2.52M Hold
16,020
1.66% 10
2020
Q2
$2.21M Buy
16,020
+100
+0.6% +$12.1K 1.58% 11
2020
Q1
$1.55M Buy
15,920
+4,980
+46% +$482K 1.25% 13
2019
Q4
$1.01M Buy
+10,940
New +$968K 0.69% 16

Other funds holding AMZN

Financial Perspectives's AMZN Position: Q2 2026 in Review

Financial Perspectives increased its Amazon (AMZN) stake by 8.8% in Q2 2026, buying an estimated $490K and bringing the position to 24,039 shares worth $5.73M. The position accounts for 1.39% of the portfolio, ranked #19.

Financial Perspectives first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Financial Perspectives held 24,039 shares of Amazon worth $5.73M as of Q2 2026.
  • Financial Perspectives bought 1,951 Amazon shares in Q2 2026, an estimated $490K.
  • Amazon made up 1.39% of Financial Perspectives's portfolio in Q2 2026, its #19 holding.
  • Financial Perspectives first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.