Howe & Rusling’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 | $30.5M | Buy |
146,551
+766
| +0.5% | +$169K | 1.99% | 13 |
|
|
2025
Q4 | $33.7M | Buy |
145,785
+3,285
| +2% | +$752K | 2.23% | 12 |
|
|
2025
Q3 | $31.3M | Buy |
142,500
+2,662
| +2% | +$603K | 2.15% | 12 |
|
|
2025
Q2 | $30.7M | Buy |
139,838
+5,975
| +4% | +$1.18M | 2.27% | 10 |
|
|
2025
Q1 | $25.5M | Buy |
133,863
+3,986
| +3% | +$865K | 2.14% | 11 |
|
|
2024
Q4 | $28.5M | Buy |
129,877
+1,382
| +1% | +$283K | 2.46% | 10 |
|
|
2024
Q3 | $23.9M | Buy |
128,495
+7,033
| +6% | +$1.28M | 2.06% | 11 |
|
|
2024
Q2 | $23.5M | Buy |
121,462
+16,162
| +15% | +$2.97M | 2.14% | 11 |
|
|
2024
Q1 | $19M | Buy |
105,300
+2,830
| +3% | +$472K | 1.82% | 11 |
|
|
2023
Q4 | $15.6M | Buy |
102,470
+3,351
| +3% | +$470K | 1.65% | 14 |
|
|
2023
Q3 | $12.6M | Sell |
99,119
-1,534
| -2% | -$206K | 1.49% | 18 |
|
|
2023
Q2 | $13.1M | Sell |
100,653
-1,171
| -1% | -$134K | 1.47% | 18 |
|
|
2023
Q1 | $10.5M | Sell |
101,824
-4,358
| -4% | -$421K | 1.25% | 25 |
|
|
2022
Q4 | $8.92M | Sell |
106,182
-29,021
| -21% | -$2.87M | 1.12% | 30 |
|
|
2022
Q3 | $15.3M | Sell |
135,203
-1,078
| -0.8% | -$136K | 2.03% | 10 |
|
|
2022
Q2 | $14.5M | Buy |
136,281
+2,721
| +2% | +$340K | 1.84% | 12 |
|
|
2022
Q1 | $21.8M | Buy |
133,560
+2,080
| +2% | +$321K | 2.52% | 6 |
|
|
2021
Q4 | $21.9M | Buy |
131,480
+3,620
| +3% | +$620K | 2.57% | 7 |
|
|
2021
Q3 | $21M | Buy |
127,860
+1,860
| +1% | +$321K | 2.63% | 7 |
|
|
2021
Q2 | $21.7M | Buy |
126,000
+7,200
| +6% | +$1.2M | 2.73% | 5 |
|
|
2021
Q1 | $18.4M | Buy |
118,800
+880
| +0.7% | +$139K | 2.5% | 7 |
|
|
2020
Q4 | $19.2M | Buy |
117,920
+1,900
| +2% | +$303K | 2.92% | 7 |
|
|
2020
Q3 | $18.3M | Sell |
116,020
-7,860
| -6% | -$1.24M | 3.13% | 5 |
|
|
2020
Q2 | $17.1M | Buy |
123,880
+17,440
| +16% | +$2.11M | 3.15% | 5 |
|
|
2020
Q1 | $10.4M | Buy |
106,440
+13,820
| +15% | +$1.34M | 2.24% | 9 |
|
|
2019
Q4 | $8.56M | Sell |
92,620
-680
| -0.7% | -$60.2K | 1.42% | 22 |
|
|
2019
Q3 | $8.1M | Sell |
93,300
-8,120
| -8% | -$753K | 1.42% | 21 |
|
|
2019
Q2 | $9.6M | Sell |
101,420
-2,580
| -2% | -$240K | 1.66% | 16 |
|
|
2019
Q1 | $9.26M | Sell |
104,000
-2,360
| -2% | -$196K | 1.6% | 19 |
|
|
2018
Q4 | $7.99M | Buy |
106,360
+360
| +0.3% | +$29.9K | 1.69% | 18 |
|
|
2018
Q3 | $10.6M | Sell |
106,000
-160
| -0.2% | -$15K | 1.77% | 18 |
|
|
2018
Q2 | $9.02M | Sell |
106,160
-1,440
| -1% | -$114K | 1.63% | 22 |
|
|
2018
Q1 | $7.79M | Sell |
107,600
-4,420
| -4% | -$316K | 1.41% | 25 |
|
|
2017
Q4 | $6.55M | Buy |
112,020
+480
| +0.4% | +$26.4K | 1.19% | 26 |
|
|
2017
Q3 | $5.36M | Buy |
111,540
+19,260
| +21% | +$946K | 0.99% | 36 |
|
|
2017
Q2 | $4.47M | Buy |
92,280
+7,800
| +9% | +$372K | 0.91% | 43 |
|
|
2017
Q1 | $3.75M | Buy |
84,480
+27,940
| +49% | +$1.16M | 0.75% | 57 |
|
|
2016
Q4 | $2.12M | Buy |
56,540
+54,820
| +3,187% | +$2.15M | 0.47% | 69 |
|
|
2016
Q3 | $72K | Sell |
1,720
-200
| -10% | -$7.66K | 0.02% | 226 |
|
|
2016
Q2 | $69K | Sell |
1,920
-1,180
| -38% | -$39.9K | 0.02% | 218 |
|
|
2016
Q1 | $92K | Buy |
3,100
+2,600
| +520% | +$73.8K | 0.02% | 209 |
|
|
2015
Q4 | $17K | Hold |
500
| – | – | ﹤0.01% | 402 |
|
|
2015
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 452 |
|
|
2015
Q2 | $11K | Buy |
500
+400
| +400% | +$8.36K | ﹤0.01% | 495 |
|
|
2015
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 747 |
|
|
2014
Q4 | $2K | Sell |
100
-500
| -83% | -$7.79K | ﹤0.01% | 754 |
|
|
2014
Q3 | $10K | Sell |
600
-6,740
| -92% | -$112K | ﹤0.01% | 485 |
|
|
2014
Q2 | $45K | Buy |
7,340
+3,640
| +98% | +$57.6K | 0.01% | 310 |
|
|
2014
Q1 | $62K | Buy |
3,700
+2,000
| +118% | +$37.1K | 0.02% | 289 |
|
|
2013
Q4 | $34K | Sell |
1,700
-3,960
| -70% | -$71.2K | 0.01% | 338 |
|
|
2013
Q3 | $89K | Buy |
5,660
+1,600
| +39% | +$23.8K | 0.03% | 215 |
|
|
2013
Q2 | $56K | Buy |
+4,060
| New | +$54.1K | 0.02% | 311 |
|
Other funds holding AMZN
VCM
VPM
Howe & Rusling's AMZN Position: Q1 2026 in Review
Howe & Rusling increased its Amazon (AMZN) stake by 0.53% in Q1 2026, buying an estimated $169K and bringing the position to 146,551 shares worth $30.5M. The position accounts for 1.99% of the portfolio, ranked #13.
Howe & Rusling first reported a position in AMZN in Q2 2013 and has held it in 52 quarters since. The position peaked at $33.7M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Howe & Rusling held 146,551 shares of Amazon worth $30.5M as of Q1 2026.
- Howe & Rusling bought 766 Amazon shares in Q1 2026, an estimated $169K.
- Amazon made up 1.99% of Howe & Rusling's portfolio in Q1 2026, its #13 holding.
- Howe & Rusling first reported a position in Amazon in Q2 2013 and has held it in 52 quarters since.
- Howe & Rusling's Amazon position peaked at $33.7M in Q4 2025.
- 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.