Investment Research & Advisory Group’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
$9.88M Buy
41,261
+30
+0.1% +$7.53K 3.05% 5
2026
Q1
$8.62M Sell
41,231
-26
-0.1% -$5.72K 3.01% 5
2025
Q4
$9.57M Buy
41,257
+137
+0.3% +$31.3K 3.17% 6
2025
Q3
$9.07M Buy
41,120
+462
+1% +$105K 3.07% 6
2025
Q2
$8.92M Sell
40,658
-235
-0.6% -$46.5K 3.32% 5
2025
Q1
$7.78M Sell
40,893
-555
-1% -$120K 3.25% 4
2024
Q4
$9.09M Sell
41,448
-607
-1% -$124K 3.77% 5
2024
Q3
$7.84M Buy
42,055
+304
+0.7% +$55.5K 3.31% 5
2024
Q2
$8.07M Sell
41,751
-57
-0.1% -$10.5K 3.58% 5
2024
Q1
$7.54M Buy
41,808
+1,329
+3% +$222K 3.47% 4
2023
Q4
$6.15M Sell
40,479
-664
-2% -$93.1K 3.14% 4
2023
Q3
$5.23M Buy
41,143
+263
+0.6% +$35.2K 2.97% 6
2023
Q2
$5.33M Buy
40,880
+225
+0.6% +$25.7K 3.08% 5
2023
Q1
$4.2M Buy
40,655
+1,676
+4% +$162K 2.69% 7
2022
Q4
$3.27M Sell
38,979
-1,889
-5% -$187K 2.15% 14
2022
Q3
$4.62M Buy
40,868
+264
+0.7% +$33.4K 3.46% 4
2022
Q2
$4.31M Buy
40,604
+1,824
+5% +$228K 3.12% 5
2022
Q1
$6.33M Buy
38,780
+1,900
+5% +$294K 3.97% 4
2021
Q4
$6.15M Sell
36,880
-360
-1% -$61.6K 3.73% 4
2021
Q3
$6.14M Buy
37,240
+160
+0.4% +$27.6K 4.04% 4
2021
Q2
$6.38M Buy
37,080
+100
+0.3% +$16.6K 4.2% 4
2021
Q1
$5.72M Sell
36,980
-560
-1% -$88.8K 4.2% 4
2020
Q4
$6.11M Buy
37,540
+100
+0.3% +$16K 4.54% 3
2020
Q3
$5.89M Sell
37,440
-2,280
-6% -$359K 4.89% 3
2020
Q2
$5.46M Sell
39,720
-340
-0.8% -$41.1K 4.9% 4
2020
Q1
$3.9M Buy
40,060
+520
+1% +$50.3K 3.62% 8
2019
Q4
$3.65M Buy
+39,540
New +$3.5M 3.38% 6

Other funds holding AMZN

Investment Research & Advisory Group's AMZN Position: Q2 2026 in Review

Investment Research & Advisory Group increased its Amazon (AMZN) stake by 0.07% in Q2 2026, buying an estimated $7.53K and bringing the position to 41,261 shares worth $9.88M. The position accounts for 3.05% of the portfolio, ranked #5.

Investment Research & Advisory Group first reported a position in AMZN in Q4 2019 and has held it in 27 quarters since. 2,437 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Investment Research & Advisory Group held 41,261 shares of Amazon worth $9.88M as of Q2 2026.
  • Investment Research & Advisory Group bought 30 Amazon shares in Q2 2026, an estimated $7.53K.
  • Amazon made up 3.05% of Investment Research & Advisory Group's portfolio in Q2 2026, its #5 holding.
  • Investment Research & Advisory Group first reported a position in Amazon in Q4 2019 and has held it in 27 quarters since.
  • 2,437 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.