Independent Advisor Alliance’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 | $132M | Buy |
553,994
+14,961
| +3% | +$3.76M | 3.09% | 5 |
|
|
2026
Q1 | $112M | Sell |
539,033
-56,464
| -9% | -$12.4M | 1.2% | 11 |
|
|
2025
Q4 | $137M | Buy |
595,497
+6,991
| +1% | +$1.6M | 3.34% | 5 |
|
|
2025
Q3 | $129M | Sell |
588,506
-7,990
| -1% | -$1.81M | 3.36% | 5 |
|
|
2025
Q2 | $131M | Buy |
596,496
+1,125
| +0.2% | +$223K | 3.77% | 5 |
|
|
2025
Q1 | $113M | Buy |
595,371
+3,076
| +0.5% | +$667K | 3.74% | 5 |
|
|
2024
Q4 | $130M | Buy |
592,295
+36,289
| +7% | +$7.42M | 1.72% | 8 |
|
|
2024
Q3 | $104M | Sell |
556,006
-7,278
| -1% | -$1.33M | 3.77% | 5 |
|
|
2024
Q2 | $109M | Buy |
563,284
+9,509
| +2% | +$1.75M | 3.73% | 6 |
|
|
2024
Q1 | $99.9M | Buy |
553,775
+10,626
| +2% | +$1.77M | 3.61% | 5 |
|
|
2023
Q4 | $82.5M | Buy |
543,149
+11,491
| +2% | +$1.61M | 2.97% | 5 |
|
|
2023
Q3 | $67.6M | Sell |
531,658
-8,139
| -2% | -$1.09M | 3.06% | 5 |
|
|
2023
Q2 | $70.4M | Buy |
539,797
+8,496
| +2% | +$970K | 3.1% | 5 |
|
|
2023
Q1 | $54.9M | Sell |
531,301
-5,478
| -1% | -$529K | 2.65% | 5 |
|
|
2022
Q4 | $2.03M | Sell |
536,779
-4,750
| -0.9% | -$469K | 0.7% | 24 |
|
|
2022
Q3 | $61.2M | Sell |
541,529
-65,848
| -11% | -$8.32M | 3.57% | 3 |
|
|
2022
Q2 | $64.5M | Buy |
607,377
+27,457
| +5% | +$3.44M | 3.6% | 3 |
|
|
2022
Q1 | $94.5M | Buy |
579,920
+53,900
| +10% | +$8.33M | 4.55% | 3 |
|
|
2021
Q4 | $87.7M | Sell |
526,020
-11,680
| -2% | -$2M | 4.33% | 3 |
|
|
2021
Q3 | $88.3M | Buy |
537,700
+10,400
| +2% | +$1.79M | 4.91% | 2 |
|
|
2021
Q2 | $90.7M | Buy |
527,300
+18,720
| +4% | +$3.11M | 4.97% | 2 |
|
|
2021
Q1 | $78.7M | Buy |
508,580
+33,320
| +7% | +$5.28M | 4.67% | 2 |
|
|
2020
Q4 | $77.4M | Sell |
475,260
-53,340
| -10% | -$8.51M | 5.25% | 2 |
|
|
2020
Q3 | $83.1M | Buy |
528,600
+21,960
| +4% | +$3.46M | 6.31% | 2 |
|
|
2020
Q2 | $70.2M | Buy |
506,640
+42,640
| +9% | +$5.15M | 7.51% | 2 |
|
|
2020
Q1 | $45.2M | Buy |
464,000
+52,500
| +13% | +$5.08M | 6.58% | 2 |
|
|
2019
Q4 | $38M | Buy |
411,500
+140
| +0% | +$12.4K | 1.66% | 7 |
|
|
2019
Q3 | $35.7M | Buy |
411,360
+7,500
| +2% | +$695K | 4.37% | 2 |
|
|
2019
Q2 | $37.2M | Buy |
403,860
+35,320
| +10% | +$3.29M | 5.39% | 2 |
|
|
2019
Q1 | $32.8M | Buy |
368,540
+39,040
| +12% | +$3.25M | 4.61% | 2 |
|
|
2018
Q4 | $24.8M | Buy |
329,500
+329,480
| +1,647,400% | +$27.4M | 4.39% | 2 |
|
|
2018
Q3 | $5K | Hold |
20
| – | – | ﹤0.01% | 375 |
|
|
2018
Q2 | $6K | Buy |
+20
| New | +$1.59K | ﹤0.01% | 350 |
|
|
2018
Q1 | – | Sell |
-247,320
| Closed | -$17.7M | – | 349 |
|
|
2017
Q4 | $15.4M | Buy |
247,320
+11,580
| +5% | +$637K | 3.44% | 2 |
|
|
2017
Q3 | $11.7M | Buy |
235,740
+56,840
| +32% | +$2.79M | 3.21% | 2 |
|
|
2017
Q2 | $8.91M | Buy |
178,900
+58,600
| +49% | +$2.8M | 2.84% | 2 |
|
|
2017
Q1 | $5.47M | Buy |
120,300
+17,940
| +18% | +$748K | 0.87% | 23 |
|
|
2016
Q4 | $4.14M | Buy |
+102,360
| New | +$4.01M | 1.77% | 11 |
|
Other funds holding AMZN
Independent Advisor Alliance's AMZN Position: Q2 2026 in Review
Independent Advisor Alliance increased its Amazon (AMZN) stake by 2.8% in Q2 2026, buying an estimated $3.76M and bringing the position to 553,994 shares worth $132M. The position accounts for 3.09% of the portfolio, ranked #5.
Independent Advisor Alliance first reported a position in AMZN in Q4 2016 and has held it in 38 quarters since. The position peaked at $137M in Q4 2025. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Independent Advisor Alliance held 553,994 shares of Amazon worth $132M as of Q2 2026.
- Independent Advisor Alliance bought 14,961 Amazon shares in Q2 2026, an estimated $3.76M.
- Amazon made up 3.09% of Independent Advisor Alliance's portfolio in Q2 2026, its #5 holding.
- Independent Advisor Alliance first reported a position in Amazon in Q4 2016 and has held it in 38 quarters since.
- Independent Advisor Alliance's Amazon position peaked at $137M in Q4 2025.
- 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.