Legend 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 | $1.9M | Buy |
7,964
+13
| +0.2% | +$3.26K | 1.08% | 21 |
|
|
2026
Q1 | $1.66M | Sell |
7,951
-246
| -3% | -$54.2K | 1.07% | 18 |
|
|
2025
Q4 | $1.89M | Sell |
8,197
-115
| -1% | -$26.3K | 1.15% | 18 |
|
|
2025
Q3 | $1.83M | Buy |
8,312
+174
| +2% | +$39.4K | 1.12% | 18 |
|
|
2025
Q2 | $1.79M | Buy |
8,138
+142
| +2% | +$28.1K | 1.19% | 17 |
|
|
2025
Q1 | $1.52M | Sell |
7,996
-33
| -0.4% | -$7.16K | 1.12% | 20 |
|
|
2024
Q4 | $1.76M | Buy |
8,029
+251
| +3% | +$51.4K | 1.24% | 16 |
|
|
2024
Q3 | $1.45M | Buy |
7,778
+1,412
| +22% | +$258K | 1% | 16 |
|
|
2024
Q2 | $1.23M | Buy |
6,366
+24
| +0.4% | +$4.41K | 0.87% | 16 |
|
|
2024
Q1 | $1.14M | Buy |
6,342
+561
| +10% | +$93.6K | 0.83% | 17 |
|
|
2023
Q4 | $878K | Sell |
5,781
-80
| -1% | -$11.2K | 0.71% | 19 |
|
|
2023
Q3 | $745K | Buy |
5,861
+140
| +2% | +$18.8K | 0.64% | 21 |
|
|
2023
Q2 | $746K | Sell |
5,721
-130
| -2% | -$14.8K | 0.62% | 20 |
|
|
2023
Q1 | $604K | Sell |
5,851
-209
| -3% | -$20.2K | 0.51% | 21 |
|
|
2022
Q4 | $509K | Sell |
6,060
-25
| -0.4% | -$2.47K | 0.44% | 26 |
|
|
2022
Q3 | $688K | Sell |
6,085
-15
| -0.2% | -$1.9K | 0.65% | 19 |
|
|
2022
Q2 | $648K | Sell |
6,100
-9,280
| -60% | -$1.16M | 0.67% | 20 |
|
|
2022
Q1 | $1.21M | Buy |
15,380
+8,740
| +132% | +$1.35M | 0.77% | 16 |
|
|
2021
Q4 | $1.11M | Sell |
6,640
-8,740
| -57% | -$1.5M | 0.77% | 20 |
|
|
2021
Q3 | $1.21M | Buy |
15,380
+8,680
| +130% | +$1.5M | 0.77% | 16 |
|
|
2021
Q2 | $1.15M | Buy |
+6,700
| New | +$1.11M | 0.74% | 14 |
|
|
2021
Q1 | – | Sell |
-6,200
| Closed | -$1.01M | – | 17 |
|
|
2020
Q4 | $1.01M | Sell |
6,200
-140
| -2% | -$22.3K | 0.82% | 11 |
|
|
2020
Q3 | $998K | Sell |
6,340
-820
| -11% | -$129K | 0.79% | 11 |
|
|
2020
Q2 | $988K | Sell |
7,160
-2,860
| -29% | -$345K | 0.62% | 15 |
|
|
2020
Q1 | $977K | Buy |
10,020
+400
| +4% | +$38.7K | 0.88% | 13 |
|
|
2019
Q4 | $889K | Sell |
9,620
-780
| -8% | -$69K | 0.76% | 18 |
|
|
2019
Q3 | $903K | Hold |
10,400
| – | – | 0.77% | 19 |
|
|
2019
Q2 | $985K | Buy |
10,400
+120
| +1% | +$11.2K | 0.87% | 18 |
|
|
2019
Q1 | $916K | Sell |
10,280
-120
| -1% | -$9.99K | 1.01% | 15 |
|
|
2018
Q4 | $782K | Buy |
+10,400
| New | +$865K | 1.15% | 15 |
|
Other funds holding AMZN
Legend Financial Advisors's AMZN Position: Q2 2026 in Review
Legend Financial Advisors increased its Amazon (AMZN) stake by 0.16% in Q2 2026, buying an estimated $3.26K and bringing the position to 7,964 shares worth $1.9M. The position accounts for 1.08% of the portfolio, ranked #21.
Legend Financial Advisors first reported a position in AMZN in Q4 2018 and has held it in 30 quarters since. 6,151 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Legend Financial Advisors held 7,964 shares of Amazon worth $1.9M as of Q2 2026.
- Legend Financial Advisors bought 13 Amazon shares in Q2 2026, an estimated $3.26K.
- Amazon made up 1.08% of Legend Financial Advisors's portfolio in Q2 2026, its #21 holding.
- Legend Financial Advisors first reported a position in Amazon in Q4 2018 and has held it in 30 quarters since.
- 6,151 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Legend Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.