HWA
AMZN icon

Heritage Wealth Advisors’s Amazon AMZN Stock Holding History

Heritage Wealth Advisors’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$41.9M Sell
201,261
-66,254
-25% -$14.6M 1.64% 17
2025
Q4 		$61.7M Buy
267,515
+40,760
+18% +$9.33M 2.36% 14
2025
Q3 		$49.8M Buy
226,755
+192,840
+569% +$43.6M 2.18% 16
2025
Q2 		$7.44M Sell
33,915
-154
-0.5% -$30.5K 0.35% 35
2025
Q1 		$6.48M Buy
34,069
+3,616
+12% +$785K 0.33% 36
2024
Q4 		$6.68M Sell
30,453
-250
-0.8% -$51.1K 0.33% 35
2024
Q3 		$5.72M Buy
30,703
+742
+2% +$135K 0.27% 38
2024
Q2 		$5.79M Buy
29,961
+1,230
+4% +$226K 0.26% 40
2024
Q1 		$5.18M Buy
28,731
+154
+0.5% +$25.7K 0.24% 43
2023
Q4 		$4.34M Sell
28,577
-2,862
-9% -$401K 0.22% 44
2023
Q3 		$4M Sell
31,439
-1,717
-5% -$230K 0.22% 42
2023
Q2 		$4.32M Sell
33,156
-121
-0.4% -$13.8K 0.23% 39
2023
Q1 		$3.44M Sell
33,277
-709
-2% -$68.5K 0.19% 41
2022
Q4 		$2.85M Sell
33,986
-2,526
-7% -$250K 0.17% 46
2022
Q3 		$4.13M Buy
36,512
+3,612
+11% +$457K 0.3% 37
2022
Q2 		$3.49M Buy
32,900
+3,280
+11% +$410K 0.24% 39
2022
Q1 		$4.83M Sell
29,620
-35,740
-55% -$5.52M 0.27% 40
2021
Q4 		$10.9M Buy
65,360
+440
+0.7% +$75.3K 0.6% 32
2021
Q3 		$10.7M Buy
64,920
+1,420
+2% +$245K 0.65% 32
2021
Q2 		$10.9M Sell
63,500
-16,420
-21% -$2.73M 0.67% 31
2021
Q1 		$12.4M Buy
79,920
+1,360
+2% +$216K 0.75% 26
2020
Q4 		$12.8M Buy
78,560
+63,780
+432% +$10.2M 0.8% 21
2020
Q3 		$2.33M Buy
14,780
+640
+5% +$101K 0.3% 40
2020
Q2 		$1.95M Buy
14,140
+1,660
+13% +$200K 0.27% 39
2020
Q1 		$1.22M Buy
12,480
+300
+2% +$29K 0.22% 49
2019
Q4 		$1.13M Buy
12,180
+220
+2% +$19.5K 0.15% 61
2019
Q3 		$1.04M Sell
11,960
-2,320
-16% -$215K 0.15% 63
2019
Q2 		$1.35M Buy
14,280
+3,860
+37% +$360K 0.21% 48
2019
Q1 		$928K Hold
10,420
– – 0.15% 58
2018
Q4 		$782K Sell
10,420
-120
-1% -$9.98K 0.15% 61
2018
Q3 		$1.05M Hold
10,540
– – 0.21% 50
2018
Q2 		$894K Hold
10,540
– – 0.33% 52
2018
Q1 		$761K Buy
10,540
+100
+1% +$7.15K 0.32% 51
2017
Q4 		$609K Buy
10,440
+860
+9% +$47.3K 0.26% 60
2017
Q3 		$461K Buy
9,580
+1,740
+22% +$85.5K 0.23% 61
2017
Q2 		$379K Buy
7,840
+940
+14% +$44.8K 0.2% 70
2017
Q1 		$305K Buy
6,900
+740
+12% +$30.8K 0.16% 76
2016
Q4 		$230K Buy
6,160
+1,180
+24% +$46.2K 0.15% 75
2016
Q3 		$207K Buy
+4,980
New +$191K 0.14% 83

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Heritage Wealth Advisors's AMZN Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Amazon (AMZN) stake by 25% in Q1 2026, selling an estimated $14.6M and leaving 201,261 shares worth $41.9M. The position accounts for 1.64% of the portfolio, ranked #17.

Heritage Wealth Advisors first reported a position in AMZN in Q3 2016 and has held it in 39 quarters since. The position peaked at $61.7M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Heritage Wealth Advisors held 201,261 shares of Amazon worth $41.9M as of Q1 2026.
  • Heritage Wealth Advisors sold 66,254 Amazon shares in Q1 2026, an estimated $14.6M.
  • Amazon made up 1.64% of Heritage Wealth Advisors's portfolio in Q1 2026, its #17 holding.
  • Heritage Wealth Advisors first reported a position in Amazon in Q3 2016 and has held it in 39 quarters since.
  • Heritage Wealth Advisors's Amazon position peaked at $61.7M in Q4 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.