HMV 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
Q2
$890K Buy
3,735
+474
+15% +$119K 0.35% 43
2026
Q1
$679K Buy
3,261
+110
+3% +$24.2K 0.32% 39
2025
Q4
$727K Hold
3,151
0.36% 39
2025
Q3
$692K Sell
3,151
-83
-3% -$18.8K 0.38% 40
2025
Q2
$710K Sell
3,234
-10,494
-76% -$2.08M 0.47% 39
2025
Q1
$2.61M Hold
13,728
2.07% 17
2024
Q4
$3.01M Buy
+13,728
New +$2.81M 3.01% 10

Other funds holding AMZN

HMV Wealth Advisors's AMZN Position: Q2 2026 in Review

HMV Wealth Advisors increased its Amazon (AMZN) stake by 15% in Q2 2026, buying an estimated $119K and bringing the position to 3,735 shares worth $890K. The position accounts for 0.35% of the portfolio, ranked #43.

HMV Wealth Advisors first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.01M in Q4 2024. 2,021 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • HMV Wealth Advisors held 3,735 shares of Amazon worth $890K as of Q2 2026.
  • HMV Wealth Advisors bought 474 Amazon shares in Q2 2026, an estimated $119K.
  • Amazon made up 0.35% of HMV Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • HMV Wealth Advisors first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • HMV Wealth Advisors's Amazon position peaked at $3.01M in Q4 2024.
  • 2,021 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on HMV Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.