Mascoma 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 | $1.32M | Sell |
5,521
-27
| -0.5% | -$6.78K | 0.24% | 39 |
|
|
2026
Q1 | $1.16M | Sell |
5,548
-130
| -2% | -$28.6K | 0.24% | 37 |
|
|
2025
Q4 | $1.31M | Sell |
5,678
-532
| -9% | -$122K | 0.28% | 35 |
|
|
2025
Q3 | $1.36M | Sell |
6,210
-32
| -0.5% | -$7.24K | 0.3% | 33 |
|
|
2025
Q2 | $1.37M | Sell |
6,242
-190
| -3% | -$37.6K | 0.32% | 31 |
|
|
2025
Q1 | $1.22M | Sell |
6,432
-344
| -5% | -$74.6K | 0.3% | 33 |
|
|
2024
Q4 | $1.49M | Buy |
6,776
+364
| +6% | +$74.5K | 0.37% | 27 |
|
|
2024
Q3 | $1.19M | Buy |
6,412
+150
| +2% | +$27.4K | 0.3% | 30 |
|
|
2024
Q2 | $1.21M | Buy |
6,262
+33
| +0.5% | +$6.06K | 0.32% | 28 |
|
|
2024
Q1 | $1.12M | Sell |
6,229
-68
| -1% | -$11.4K | 0.32% | 29 |
|
|
2023
Q4 | $957K | Sell |
6,297
-296
| -4% | -$41.5K | 0.29% | 38 |
|
|
2023
Q3 | $838K | Buy |
6,593
+159
| +2% | +$21.3K | 0.26% | 44 |
|
|
2023
Q2 | $900K | Sell |
6,434
-966
| -13% | -$110K | 0.28% | 44 |
|
|
2023
Q1 | $780K | Sell |
7,400
-640
| -8% | -$61.8K | 0.23% | 50 |
|
|
2022
Q4 | $675K | Sell |
8,040
-160
| -2% | -$15.8K | 0.21% | 57 |
|
|
2022
Q3 | $927K | Buy |
8,200
+400
| +5% | +$50.6K | 0.32% | 49 |
|
|
2022
Q2 | $828K | Buy |
7,800
+680
| +10% | +$85.1K | 0.28% | 52 |
|
|
2022
Q1 | $1.16M | Buy |
7,120
+880
| +14% | +$136K | 0.37% | 48 |
|
|
2021
Q4 | $1.04M | Buy |
6,240
+600
| +11% | +$103K | 0.36% | 47 |
|
|
2021
Q3 | $926K | Sell |
5,640
-60
| -1% | -$10.3K | 0.36% | 47 |
|
|
2021
Q2 | $980K | Sell |
5,700
-40
| -0.7% | -$6.65K | 0.42% | 46 |
|
|
2021
Q1 | $888K | Buy |
5,740
+3,220
| +128% | +$510K | 0.38% | 43 |
|
|
2020
Q4 | $410K | Buy |
+2,520
| New | +$402K | 0.21% | 63 |
|
|
2019
Q3 | – | Sell |
-1,100
| Closed | -$104K | – | 89 |
|
|
2019
Q2 | $104K | Hold |
1,100
| – | – | 0.07% | 112 |
|
|
2019
Q1 | $98K | Buy |
1,100
+60
| +6% | +$4.99K | 0.07% | 106 |
|
|
2018
Q4 | $78K | Buy |
1,040
+140
| +16% | +$11.6K | 0.06% | 119 |
|
|
2018
Q3 | $90K | Hold |
900
| – | – | 0.06% | 129 |
|
|
2018
Q2 | $76K | Buy |
900
+100
| +13% | +$7.94K | 0.05% | 127 |
|
|
2018
Q1 | $58K | Hold |
800
| – | – | 0.04% | 139 |
|
|
2017
Q4 | $57K | Buy |
+800
| New | +$44K | 0.04% | 139 |
|
Other funds holding AMZN
Mascoma Wealth Management's AMZN Position: Q2 2026 in Review
Mascoma Wealth Management reduced its Amazon (AMZN) stake by 0.49% in Q2 2026, selling an estimated $6.78K and leaving 5,521 shares worth $1.32M. The position accounts for 0.24% of the portfolio, ranked #39.
Mascoma Wealth Management first reported a position in AMZN in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.49M in Q4 2024. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Mascoma Wealth Management held 5,521 shares of Amazon worth $1.32M as of Q2 2026.
- Mascoma Wealth Management sold 27 Amazon shares in Q2 2026, an estimated $6.78K.
- Amazon made up 0.24% of Mascoma Wealth Management's portfolio in Q2 2026, its #39 holding.
- Mascoma Wealth Management first reported a position in Amazon in Q4 2017 and has held it in 30 quarters since.
- Mascoma Wealth Management's Amazon position peaked at $1.49M in Q4 2024.
- 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.