Legacy Financial Advisors’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 | $12M | Buy |
50,314
+3,727
| +8% | +$936K | 1.46% | 15 |
|
|
2026
Q1 | $9.7M | Sell |
46,587
-597
| -1% | -$131K | 1.36% | 18 |
|
|
2025
Q4 | $10.9M | Buy |
47,184
+2,618
| +6% | +$599K | 1.51% | 15 |
|
|
2025
Q3 | $9.79M | Buy |
44,566
+1,278
| +3% | +$289K | 1.35% | 16 |
|
|
2025
Q2 | $9.5M | Buy |
43,288
+4,324
| +11% | +$856K | 1.48% | 16 |
|
|
2025
Q1 | $7.41M | Buy |
38,964
+1,083
| +3% | +$235K | 1.24% | 16 |
|
|
2024
Q4 | $8.31M | Buy |
37,881
+686
| +2% | +$140K | 1.37% | 16 |
|
|
2024
Q3 | $6.93M | Buy |
37,195
+1,069
| +3% | +$195K | 1.16% | 16 |
|
|
2024
Q2 | $6.98M | Buy |
36,126
+1,743
| +5% | +$320K | 1.24% | 17 |
|
|
2024
Q1 | $6.2M | Buy |
34,383
+2,482
| +8% | +$414K | 1.11% | 18 |
|
|
2023
Q4 | $4.85M | Buy |
31,901
+3,097
| +11% | +$434K | 0.93% | 18 |
|
|
2023
Q3 | $3.66M | Buy |
28,804
+4,885
| +20% | +$655K | 0.73% | 20 |
|
|
2023
Q2 | $3.12M | Buy |
23,919
+3,355
| +16% | +$383K | 0.58% | 22 |
|
|
2023
Q1 | $2.12M | Buy |
20,564
+4,774
| +30% | +$461K | 0.43% | 22 |
|
|
2022
Q4 | $1.33M | Sell |
15,790
-3,403
| -18% | -$336K | 0.29% | 38 |
|
|
2022
Q3 | $2.17M | Buy |
19,193
+1,764
| +10% | +$223K | 0.52% | 25 |
|
|
2022
Q2 | $1.85M | Sell |
17,429
-1,471
| -8% | -$184K | 0.46% | 23 |
|
|
2022
Q1 | $3.08M | Buy |
18,900
+1,120
| +6% | +$173K | 0.69% | 15 |
|
|
2021
Q4 | $2.96M | Buy |
17,780
+900
| +5% | +$154K | 0.68% | 16 |
|
|
2021
Q3 | $2.77M | Buy |
16,880
+1,800
| +12% | +$310K | 0.68% | 14 |
|
|
2021
Q2 | $2.59M | Buy |
15,080
+860
| +6% | +$143K | 0.66% | 14 |
|
|
2021
Q1 | $2.2M | Buy |
14,220
+1,140
| +9% | +$181K | 0.6% | 16 |
|
|
2020
Q4 | $2.13M | Buy |
13,080
+1,120
| +9% | +$179K | 0.6% | 16 |
|
|
2020
Q3 | $1.88M | Buy |
+11,960
| New | +$1.89M | 0.57% | 19 |
|
|
2020
Q1 | – | Sell |
-11,160
| Closed | -$1.03M | – | 62 |
|
|
2019
Q4 | $1.03M | Buy |
11,160
+400
| +4% | +$35.4K | 0.33% | 30 |
|
|
2019
Q3 | $934K | Sell |
10,760
-520
| -5% | -$48.2K | 0.31% | 33 |
|
|
2019
Q2 | $1.07M | Buy |
11,280
+480
| +4% | +$44.7K | 0.38% | 25 |
|
|
2019
Q1 | $962K | Buy |
10,800
+4,120
| +62% | +$343K | 0.33% | 28 |
|
|
2018
Q4 | $502K | Buy |
6,680
+1,060
| +19% | +$88.1K | 0.19% | 52 |
|
|
2018
Q3 | $562K | Buy |
5,620
+240
| +4% | +$22.6K | 0.2% | 47 |
|
|
2018
Q2 | $488K | Buy |
5,380
+1,960
| +57% | +$156K | 0.19% | 50 |
|
|
2018
Q1 | $245K | Buy |
3,420
+480
| +16% | +$34.3K | 0.1% | 96 |
|
|
2017
Q4 | $171K | Buy |
+2,940
| New | +$162K | 0.07% | 128 |
|
Other funds holding AMZN
Legacy Financial Advisors's AMZN Position: Q2 2026 in Review
Legacy Financial Advisors increased its Amazon (AMZN) stake by 8% in Q2 2026, buying an estimated $936K and bringing the position to 50,314 shares worth $12M. The position accounts for 1.46% of the portfolio, ranked #15.
Legacy Financial Advisors first reported a position in AMZN in Q4 2017 and has held it in 33 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Legacy Financial Advisors held 50,314 shares of Amazon worth $12M as of Q2 2026.
- Legacy Financial Advisors bought 3,727 Amazon shares in Q2 2026, an estimated $936K.
- Amazon made up 1.46% of Legacy Financial Advisors's portfolio in Q2 2026, its #15 holding.
- Legacy Financial Advisors first reported a position in Amazon in Q4 2017 and has held it in 33 quarters since.
- 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.