Inspirion 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
2023
Q3
Sell
-300
Closed -$39 139
2023
Q2
$39 Buy
+300
New +$34.3K ﹤0.01% 139

Other funds holding AMZN

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

Inspirion Wealth Advisors reduced its Amazon (AMZN) stake by 0.92% in Q2 2026, selling an estimated $40.2K and leaving 17,246 shares worth $4.17M. The position accounts for 0.48% of the portfolio, ranked #28.

Inspirion Wealth Advisors first reported a position in AMZN in Q2 2017 and has held it in 36 quarters since. 2,631 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Inspirion Wealth Advisors held 17,246 shares of Amazon worth $4.17M as of Q2 2026.
  • Inspirion Wealth Advisors sold 160 Amazon shares in Q2 2026, an estimated $40.2K.
  • Amazon made up 0.48% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Inspirion Wealth Advisors first reported a position in Amazon in Q2 2017 and has held it in 36 quarters since.
  • 2,631 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.