Formidable Asset 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 | $8.58M | Buy |
41,210
+2,337
| +6% | +$587K | 1.37% | 10 |
|
|
2026
Q1 | $8.97M | Sell |
38,873
-435
| -1% | -$95.8K | 1.39% | 10 |
|
|
2025
Q4 | $8.63M | Buy |
39,308
+3,328
| +9% | +$761K | 1.26% | 12 |
|
|
2025
Q3 | $7.89M | Buy |
35,980
+850
| +2% | +$192K | 1.24% | 14 |
|
|
2025
Q2 | $6.68M | Sell |
35,130
-6
| -0% | -$1.19K | 1.12% | 15 |
|
|
2025
Q1 | $6.68M | Buy |
35,136
+889
| +3% | +$193K | 1.12% | 15 |
|
|
2024
Q4 | $7.51M | Buy |
34,247
+158
| +0.5% | +$32.3K | 1.23% | 10 |
|
|
2024
Q3 | $6.35M | Sell |
34,089
-425
| -1% | -$77.5K | 1.01% | 15 |
|
|
2024
Q2 | $6.67M | Buy |
34,514
+2,166
| +7% | +$398K | 1.08% | 15 |
|
|
2024
Q1 | $5.83M | Buy |
32,348
+14,820
| +85% | +$2.47M | 0.95% | 15 |
|
|
2023
Q4 | $2.66M | Sell |
17,528
-620
| -3% | -$86.9K | 0.55% | 29 |
|
|
2023
Q3 | $2.31M | Sell |
18,148
-615
| -3% | -$82.4K | 0.51% | 32 |
|
|
2023
Q2 | $2.45M | Sell |
18,763
-1,064
| -5% | -$122K | 0.53% | 27 |
|
|
2023
Q1 | $2.03M | Buy |
19,827
+170
| +0.9% | +$16.4K | 0.43% | 36 |
|
|
2022
Q4 | $1.65M | Sell |
19,657
-3,585
| -15% | -$354K | 0.37% | 43 |
|
|
2022
Q3 | $2.78M | Buy |
23,242
+2,149
| +10% | +$272K | 0.65% | 21 |
|
|
2022
Q2 | $2.3M | Buy |
21,093
+2,573
| +14% | +$322K | 0.52% | 29 |
|
|
2022
Q1 | $3.02M | Sell |
18,520
-280
| -1% | -$43.3K | 0.58% | 26 |
|
|
2021
Q4 | $3.15M | Sell |
18,800
-4,220
| -18% | -$722K | 0.6% | 24 |
|
|
2021
Q3 | $3.78M | Buy |
23,020
+15,500
| +206% | +$2.67M | 0.71% | 23 |
|
|
2021
Q2 | $1.29M | Sell |
7,520
-11,020
| -59% | -$1.83M | 0.28% | 71 |
|
|
2021
Q1 | $2.91M | Buy |
18,540
+540
| +3% | +$85.6K | 0.63% | 30 |
|
|
2020
Q4 | $2.88M | Buy |
18,000
+2,180
| +14% | +$348K | 0.67% | 24 |
|
|
2020
Q3 | $2.48M | Buy |
15,820
+720
| +5% | +$114K | 0.72% | 19 |
|
|
2020
Q2 | $2.23M | Buy |
15,100
+880
| +6% | +$106K | 0.66% | 23 |
|
|
2020
Q1 | $1.39M | Buy |
14,220
+40
| +0.3% | +$3.87K | 0.55% | 38 |
|
|
2019
Q4 | $1.34M | Buy |
+14,180
| New | +$1.26M | 0.42% | 61 |
|
|
2019
Q3 | – | Sell |
-14,080
| Closed | -$1.32M | – | 132 |
|
|
2019
Q2 | $1.32M | Buy |
+14,080
| New | +$1.31M | 0.45% | 56 |
|
|
2017
Q4 | – | Sell |
-7,620
| Closed | -$366K | – | 116 |
|
|
2017
Q3 | $366K | Buy |
7,620
+1,380
| +22% | +$67.8K | 0.15% | 134 |
|
|
2017
Q2 | $302K | Buy |
6,240
+300
| +5% | +$14.3K | 0.15% | 119 |
|
|
2017
Q1 | $282K | Hold |
5,940
| – | – | 0.12% | 152 |
|
|
2016
Q4 | $223K | Hold |
5,940
| – | – | 0.11% | 152 |
|
|
2016
Q3 | $249K | Hold |
5,940
| – | – | 0.12% | 143 |
|
|
2016
Q2 | $221K | Buy |
+5,940
| New | +$201K | 0.12% | 142 |
|
Other funds holding AMZN
LMFP
WT
CRM
CNB
PAM
Formidable Asset Management's AMZN Position: Q2 2026 in Review
Formidable Asset Management increased its Amazon (AMZN) stake by 6% in Q2 2026, buying an estimated $587K and bringing the position to 41,210 shares worth $8.58M. The position accounts for 1.37% of the portfolio, ranked #10.
Formidable Asset Management first reported a position in AMZN in Q2 2016 and has held it in 34 quarters since. The position peaked at $8.97M in Q1 2026. 1,080 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Formidable Asset Management held 41,210 shares of Amazon worth $8.58M as of Q2 2026.
- Formidable Asset Management bought 2,337 Amazon shares in Q2 2026, an estimated $587K.
- Amazon made up 1.37% of Formidable Asset Management's portfolio in Q2 2026, its #10 holding.
- Formidable Asset Management first reported a position in Amazon in Q2 2016 and has held it in 34 quarters since.
- Formidable Asset Management's Amazon position peaked at $8.97M in Q1 2026.
- 1,080 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.