IMA Advisory Services’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 | $7.21M | Sell |
34,621
-617
| -2% | -$136K | 0.7% | 30 |
|
|
2025
Q4 | $8.13M | Buy |
35,238
+242
| +0.7% | +$55.4K | 0.78% | 28 |
|
|
2025
Q3 | $7.68M | Sell |
34,996
-48
| -0.1% | -$10.9K | 0.77% | 29 |
|
|
2025
Q2 | $7.69M | Buy |
35,044
+875
| +3% | +$173K | 0.82% | 25 |
|
|
2025
Q1 | $6.5M | Sell |
34,169
-1,358
| -4% | -$295K | 0.77% | 28 |
|
|
2024
Q4 | $7.79M | Sell |
35,527
-532
| -1% | -$109K | 0.94% | 23 |
|
|
2024
Q3 | $6.72M | Buy |
36,059
+4,777
| +15% | +$872K | 1.46% | 19 |
|
|
2024
Q2 | $6.05M | Buy |
31,282
+542
| +2% | +$99.6K | 2.67% | 11 |
|
|
2024
Q1 | $5.54M | Sell |
30,740
-2,032
| -6% | -$339K | 2.62% | 12 |
|
|
2023
Q4 | $4.98M | Sell |
32,772
-1,749
| -5% | -$245K | 2.49% | 10 |
|
|
2023
Q3 | $4.39M | Sell |
34,521
-830
| -2% | -$111K | 1.13% | 21 |
|
|
2023
Q2 | $4.61M | Buy |
35,351
+1,348
| +4% | +$154K | 1.18% | 18 |
|
|
2023
Q1 | $3.51M | Sell |
34,003
-2,596
| -7% | -$251K | 0.91% | 25 |
|
|
2022
Q4 | $3.07M | Sell |
36,599
-3,363
| -8% | -$332K | 0.81% | 29 |
|
|
2022
Q3 | $4.52M | Sell |
39,962
-1,218
| -3% | -$154K | 1.21% | 19 |
|
|
2022
Q2 | $4.37M | Buy |
41,180
+3,920
| +11% | +$491K | 1.07% | 20 |
|
|
2022
Q1 | $6.07M | Buy |
37,260
+8,220
| +28% | +$1.27M | 1.39% | 15 |
|
|
2021
Q4 | $4.84M | Buy |
29,040
+320
| +1% | +$54.8K | 1.07% | 17 |
|
|
2021
Q3 | $4.72M | Buy |
28,720
+1,160
| +4% | +$200K | 1.11% | 21 |
|
|
2021
Q2 | $4.74M | Sell |
27,560
-280
| -1% | -$46.5K | 1.11% | 21 |
|
|
2021
Q1 | $4.31M | Buy |
27,840
+2,400
| +9% | +$380K | 1.06% | 22 |
|
|
2020
Q4 | $4.14M | Buy |
25,440
+4,440
| +21% | +$709K | 1.16% | 19 |
|
|
2020
Q3 | $3.31M | Sell |
21,000
-200
| -0.9% | -$31.5K | 1.11% | 24 |
|
|
2020
Q2 | $2.92M | Sell |
21,200
-5,440
| -20% | -$657K | 1.06% | 26 |
|
|
2020
Q1 | $2.6M | Buy |
26,640
+260
| +1% | +$25.2K | 1.14% | 29 |
|
|
2019
Q4 | $2.44M | Sell |
26,380
-740
| -3% | -$65.5K | 0.9% | 48 |
|
|
2019
Q3 | $2.35M | Buy |
27,120
+60
| +0.2% | +$5.56K | 0.89% | 49 |
|
|
2019
Q2 | $2.56M | Sell |
27,060
-980
| -3% | -$91.3K | 0.96% | 44 |
|
|
2019
Q1 | $2.5M | Sell |
28,040
-5,480
| -16% | -$456K | 0.97% | 41 |
|
|
2018
Q4 | $2.52M | Sell |
33,520
-1,040
| -3% | -$86.5K | 1.17% | 26 |
|
|
2018
Q3 | $3.46M | Buy |
34,560
+1,140
| +3% | +$107K | 1.35% | 22 |
|
|
2018
Q2 | $2.84M | Buy |
33,420
+3,700
| +12% | +$294K | 1.18% | 25 |
|
|
2018
Q1 | $2.15M | Sell |
29,720
-6,100
| -17% | -$436K | 0.96% | 41 |
|
|
2017
Q4 | $2.1M | Sell |
35,820
-460
| -1% | -$25.3K | 0.94% | 37 |
|
|
2017
Q3 | $1.74M | Buy |
36,280
+2,160
| +6% | +$106K | 0.81% | 45 |
|
|
2017
Q2 | $1.65M | Buy |
34,120
+440
| +1% | +$21K | 0.79% | 43 |
|
|
2017
Q1 | $1.49M | Buy |
33,680
+2,440
| +8% | +$102K | 0.75% | 48 |
|
|
2016
Q4 | $1.17M | Sell |
31,240
-1,900
| -6% | -$74.5K | 0.72% | 47 |
|
|
2016
Q3 | $1.39M | Buy |
33,140
+2,000
| +6% | +$76.5K | 0.79% | 42 |
|
|
2016
Q2 | $1.11M | Buy |
31,140
+9,280
| +42% | +$314K | 0.7% | 53 |
|
|
2016
Q1 | $649K | Buy |
+21,860
| New | +$620K | 0.38% | 69 |
|
Other funds holding AMZN
VCM
VPM
IMA Advisory Services's AMZN Position: Q1 2026 in Review
IMA Advisory Services reduced its Amazon (AMZN) stake by 1.8% in Q1 2026, selling an estimated $136K and leaving 34,621 shares worth $7.21M. The position accounts for 0.7% of the portfolio, ranked #30.
IMA Advisory Services first reported a position in AMZN in Q1 2016 and has held it in 41 quarters since. The position peaked at $8.13M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- IMA Advisory Services held 34,621 shares of Amazon worth $7.21M as of Q1 2026.
- IMA Advisory Services sold 617 Amazon shares in Q1 2026, an estimated $136K.
- Amazon made up 0.7% of IMA Advisory Services's portfolio in Q1 2026, its #30 holding.
- IMA Advisory Services first reported a position in Amazon in Q1 2016 and has held it in 41 quarters since.
- IMA Advisory Services's Amazon position peaked at $8.13M in Q4 2025.
- 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.