Martel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.99M | Sell |
33,514
-408
| -1% | -$102K | 1.26% | 12 |
|
|
2026
Q1 | $7.06M | Sell |
33,922
-125
| -0.4% | -$27.5K | 1.2% | 12 |
|
|
2025
Q4 | $7.86M | Sell |
34,047
-127
| -0.4% | -$29.1K | 1.34% | 12 |
|
|
2025
Q3 | $7.5M | Sell |
34,174
-291
| -0.8% | -$65.9K | 1.31% | 12 |
|
|
2025
Q2 | $7.56M | Buy |
34,465
+48
| +0.1% | +$9.5K | 1.4% | 12 |
|
|
2025
Q1 | $6.55M | Sell |
34,417
-1,537
| -4% | -$334K | 1.3% | 12 |
|
|
2024
Q4 | $7.89M | Sell |
35,954
-583
| -2% | -$119K | 1.54% | 13 |
|
|
2024
Q3 | $6.81M | Sell |
36,537
-91
| -0.2% | -$16.6K | 1.39% | 13 |
|
|
2024
Q2 | $7.08M | Sell |
36,628
-4,828
| -12% | -$887K | 1.52% | 12 |
|
|
2024
Q1 | $7.48M | Sell |
41,456
-2,646
| -6% | -$442K | 1.62% | 12 |
|
|
2023
Q4 | $6.7M | Buy |
44,102
+17
| +0% | +$2.38K | 1.52% | 12 |
|
|
2023
Q3 | $5.6M | Sell |
44,085
-215
| -0.5% | -$28.8K | 1.39% | 12 |
|
|
2023
Q2 | $5.77M | Sell |
44,300
-200
| -0.4% | -$22.8K | 1.4% | 12 |
|
|
2023
Q1 | $4.6M | Hold |
44,500
| – | – | 1.17% | 14 |
|
|
2022
Q4 | $3.74M | Sell |
44,500
-200
| -0.4% | -$19.8K | 1.01% | 15 |
|
|
2022
Q3 | $5.05M | Buy |
44,700
+200
| +0.4% | +$25.3K | 1.45% | 13 |
|
|
2022
Q2 | $4.73M | Sell |
44,500
-140
| -0.3% | -$17.5K | 1.29% | 11 |
|
|
2022
Q1 | $7.28M | Sell |
44,640
-40
| -0.1% | -$6.18K | 1.77% | 9 |
|
|
2021
Q4 | $7.45M | Sell |
44,680
-300
| -0.7% | -$51.3K | 1.76% | 10 |
|
|
2021
Q3 | $7.39M | Hold |
44,980
| – | – | 1.86% | 10 |
|
|
2021
Q2 | $7.74M | Buy |
44,980
+3,020
| +7% | +$502K | 1.95% | 9 |
|
|
2021
Q1 | $6.49M | Sell |
41,960
-780
| -2% | -$124K | 1.8% | 10 |
|
|
2020
Q4 | $6.96M | Buy |
42,740
+27,100
| +173% | +$4.32M | 2.01% | 9 |
|
|
2020
Q3 | $2.46M | Buy |
15,640
+1,360
| +10% | +$214K | 0.8% | 17 |
|
|
2020
Q2 | $1.97M | Sell |
14,280
-100
| -0.7% | -$12.1K | 0.68% | 17 |
|
|
2020
Q1 | $1.4M | Buy |
14,380
+300
| +2% | +$29K | 0.55% | 18 |
|
|
2019
Q4 | $1.3M | Hold |
14,080
| – | – | 0.45% | 21 |
|
|
2019
Q3 | $1.22M | Hold |
14,080
| – | – | 0.44% | 21 |
|
|
2019
Q2 | $1.33M | Hold |
14,080
| – | – | 0.49% | 21 |
|
|
2019
Q1 | $1.25M | Hold |
14,080
| – | – | 0.47% | 22 |
|
|
2018
Q4 | $1.06M | Hold |
14,080
| – | – | 0.43% | 22 |
|
|
2018
Q3 | $1.41M | Buy |
+14,080
| New | +$1.32M | 0.54% | 21 |
|
Other funds holding AMZN
Martel Wealth Advisors's AMZN Position: Q2 2026 in Review
Martel Wealth Advisors reduced its Amazon (AMZN) stake by 1.2% in Q2 2026, selling an estimated $102K and leaving 33,514 shares worth $7.99M. The position accounts for 1.26% of the portfolio, ranked #12.
Martel Wealth Advisors first reported a position in AMZN in Q3 2018 and has held it in 32 quarters since. 3,220 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Martel Wealth Advisors held 33,514 shares of Amazon worth $7.99M as of Q2 2026.
- Martel Wealth Advisors sold 408 Amazon shares in Q2 2026, an estimated $102K.
- Amazon made up 1.26% of Martel Wealth Advisors's portfolio in Q2 2026, its #12 holding.
- Martel Wealth Advisors first reported a position in Amazon in Q3 2018 and has held it in 32 quarters since.
- 3,220 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.