Liberty Wealth Management’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 | $5.6M | Hold |
26,892
| – | – | 0.7% | 34 |
|
|
2026
Q1 | $5.6M | Sell |
26,892
-760
| -3% | -$167K | 0.7% | 34 |
|
|
2025
Q4 | $6.38M | Buy |
27,652
+3,810
| +16% | +$872K | 0.82% | 32 |
|
|
2025
Q3 | $5.24M | Sell |
23,842
-210
| -0.9% | -$47.5K | 0.74% | 35 |
|
|
2025
Q2 | $5.28M | Buy |
24,052
+861
| +4% | +$170K | 0.83% | 33 |
|
|
2025
Q1 | $4.41M | Buy |
23,191
+3,430
| +17% | +$744K | 0.84% | 34 |
|
|
2024
Q4 | $4.34M | Sell |
19,761
-703
| -3% | -$144K | 0.72% | 34 |
|
|
2024
Q3 | $3.81M | Sell |
20,464
-64,220
| -76% | -$11.7M | 0.65% | 39 |
|
|
2024
Q2 | $3.84M | Buy |
84,684
+64,785
| +326% | +$11.9M | 0.7% | 34 |
|
|
2024
Q1 | $3.59M | Buy |
19,899
+382
| +2% | +$63.8K | 0.7% | 35 |
|
|
2023
Q4 | $2.96M | Buy |
19,517
+335
| +2% | +$47K | 0.64% | 35 |
|
|
2023
Q3 | $2.48M | Buy |
19,182
+1,036
| +6% | +$139K | 0.62% | 36 |
|
|
2023
Q2 | $2.37M | Sell |
18,146
-4,477
| -20% | -$511K | 0.58% | 35 |
|
|
2023
Q1 | $2.32M | Buy |
+22,623
| New | +$2.19M | 0.48% | 46 |
|
|
2022
Q3 | $2.26M | Buy |
20,010
+3,423
| +21% | +$433K | 0.6% | 27 |
|
|
2022
Q2 | $2M | Sell |
16,587
-133
| -0.8% | -$16.6K | 0.81% | 29 |
|
|
2022
Q1 | $2.69M | Buy |
16,720
+940
| +6% | +$145K | 0.97% | 25 |
|
|
2021
Q4 | $2.65K | Buy |
15,780
+760
| +5% | +$130K | 0.11% | 46 |
|
|
2021
Q3 | $2.49M | Buy |
15,020
+3,160
| +27% | +$545K | 0.89% | 25 |
|
|
2021
Q2 | $2.04M | Buy |
11,860
+3,580
| +43% | +$595K | 0.79% | 25 |
|
|
2021
Q1 | $1.39M | Hold |
8,280
| – | – | 0.68% | 25 |
|
|
2020
Q4 | $1.39M | Buy |
8,280
+1,020
| +14% | +$163K | 0.68% | 25 |
|
|
2020
Q3 | $1.14M | Sell |
7,260
-180
| -2% | -$28.4K | 0.67% | 27 |
|
|
2020
Q2 | $1.03M | Buy |
7,440
+20
| +0.3% | +$2.42K | 0.72% | 26 |
|
|
2020
Q1 | $723K | Hold |
7,420
| – | – | 0.63% | 31 |
|
|
2019
Q4 | $685K | Buy |
7,420
+1,380
| +23% | +$122K | 0.54% | 34 |
|
|
2019
Q3 | $524K | Sell |
6,040
-1,920
| -24% | -$178K | 0.5% | 39 |
|
|
2019
Q2 | $754K | Buy |
7,960
+2,640
| +50% | +$246K | 0.66% | 29 |
|
|
2019
Q1 | $473K | Sell |
5,320
-660
| -11% | -$54.9K | 0.36% | 41 |
|
|
2018
Q4 | $449K | Buy |
+5,980
| New | +$497K | 0.33% | 44 |
|
Other funds holding AMZN
Liberty Wealth Management's AMZN Position: Q2 2026 in Review
Liberty Wealth Management held its Amazon (AMZN) position steady in Q2 2026 at 26,892 shares worth $5.6M. The position accounts for 0.7% of the portfolio, ranked #34.
Liberty Wealth Management first reported a position in AMZN in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.38M in Q4 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Liberty Wealth Management held 26,892 shares of Amazon worth $5.6M as of Q2 2026.
- Liberty Wealth Management left its Amazon share count unchanged in Q2 2026.
- Amazon made up 0.7% of Liberty Wealth Management's portfolio in Q2 2026, its #34 holding.
- Liberty Wealth Management first reported a position in Amazon in Q4 2018 and has held it in 30 quarters since.
- Liberty Wealth Management's Amazon position peaked at $6.38M in Q4 2025.
- 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.