Meritage Portfolio Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $33.9M | Sell |
146,937
-2,797
| -2% | -$640K | 2.25% | 6 |
|
|
2025
Q3 | $32.9M | Sell |
149,734
-7,337
| -5% | -$1.66M | 2.19% | 6 |
|
|
2025
Q2 | $34.5M | Sell |
157,071
-6,556
| -4% | -$1.3M | 2.18% | 6 |
|
|
2025
Q1 | $31.1M | Sell |
163,627
-3,247
| -2% | -$705K | 2.06% | 7 |
|
|
2024
Q4 | $36.6M | Sell |
166,874
-4,055
| -2% | -$830K | 2.27% | 6 |
|
|
2024
Q3 | $31.8M | Sell |
170,929
-686
| -0.4% | -$125K | 1.95% | 5 |
|
|
2024
Q2 | $33.2M | Sell |
171,615
-2,129
| -1% | -$391K | 2.09% | 5 |
|
|
2024
Q1 | $31.3M | Buy |
173,744
+33,992
| +24% | +$5.67M | 2% | 5 |
|
|
2023
Q4 | $21.2M | Buy |
139,752
+6,402
| +5% | +$897K | 1.4% | 12 |
|
|
2023
Q3 | $17M | Buy |
133,350
+96,681
| +264% | +$13M | 1.25% | 10 |
|
|
2023
Q2 | $4.78M | Buy |
36,669
+335
| +0.9% | +$38.3K | 0.34% | 102 |
|
|
2023
Q1 | $3.75M | Sell |
36,334
-135,192
| -79% | -$13.1M | 0.28% | 117 |
|
|
2022
Q4 | $14.4M | Sell |
171,526
-7,973
| -4% | -$788K | 1.13% | 13 |
|
|
2022
Q3 | $20.3M | Sell |
179,499
-76,251
| -30% | -$9.64M | 1.68% | 6 |
|
|
2022
Q2 | $27.2M | Sell |
255,750
-133,930
| -34% | -$16.8M | 2.11% | 5 |
|
|
2022
Q1 | $63.5M | Buy |
389,680
+42,420
| +12% | +$6.55M | 3.93% | 4 |
|
|
2021
Q4 | $57.9M | Sell |
347,260
-5,220
| -1% | -$893K | 3.28% | 3 |
|
|
2021
Q3 | $57.9M | Sell |
352,480
-300
| -0.1% | -$51.7K | 3.47% | 3 |
|
|
2021
Q2 | $60.7M | Sell |
352,780
-4,840
| -1% | -$804K | 3.66% | 3 |
|
|
2021
Q1 | $55.3M | Sell |
357,620
-14,100
| -4% | -$2.24M | 3.69% | 3 |
|
|
2020
Q4 | $60.5M | Buy |
371,720
+43,440
| +13% | +$6.93M | 4.45% | 3 |
|
|
2020
Q3 | $51.7M | Sell |
328,280
-1,300
| -0.4% | -$205K | 4.62% | 3 |
|
|
2020
Q2 | $45.5M | Buy |
329,580
+11,920
| +4% | +$1.44M | 4.37% | 3 |
|
|
2020
Q1 | $31M | Sell |
317,660
-13,420
| -4% | -$1.3M | 4.2% | 4 |
|
|
2019
Q4 | $30.6M | Sell |
331,080
-3,700
| -1% | -$327K | 2.69% | 4 |
|
|
2019
Q3 | $29.1M | Buy |
334,780
+15,800
| +5% | +$1.47M | 2.76% | 4 |
|
|
2019
Q2 | $30.2M | Buy |
318,980
+5,640
| +2% | +$525K | 3.08% | 3 |
|
|
2019
Q1 | $27.9M | Sell |
313,340
-6,440
| -2% | -$536K | 2.83% | 3 |
|
|
2018
Q4 | $24M | Sell |
319,780
-7,280
| -2% | -$605K | 2.74% | 4 |
|
|
2018
Q3 | $32.8M | Sell |
327,060
-3,880
| -1% | -$365K | 3% | 3 |
|
|
2018
Q2 | $28.1M | Sell |
330,940
-8,800
| -3% | -$698K | 2.74% | 3 |
|
|
2018
Q1 | $24.6M | Buy |
339,740
+6,500
| +2% | +$465K | 2.37% | 3 |
|
|
2017
Q4 | $19.5M | Sell |
333,240
-7,200
| -2% | -$396K | 1.87% | 9 |
|
|
2017
Q3 | $16.4M | Buy |
340,440
+5,100
| +2% | +$251K | 1.6% | 9 |
|
|
2017
Q2 | $16.2M | Sell |
335,340
-155,580
| -32% | -$7.42M | 1.67% | 6 |
|
|
2017
Q1 | $21.8M | Buy |
490,920
+87,360
| +22% | +$3.64M | 2.28% | 2 |
|
|
2016
Q4 | $15.1M | Sell |
403,560
-780
| -0.2% | -$30.6K | 1.65% | 6 |
|
|
2016
Q3 | $16.9M | Buy |
404,340
+5,580
| +1% | +$214K | 1.86% | 5 |
|
|
2016
Q2 | $14.3M | Sell |
398,760
-6,040
| -1% | -$204K | 1.6% | 6 |
|
|
2016
Q1 | $12M | Buy |
404,800
+226,800
| +127% | +$6.44M | 1.36% | 12 |
|
|
2015
Q4 | $6.01M | Buy |
178,000
+164,860
| +1,255% | +$5.2M | 0.68% | 45 |
|
|
2015
Q3 | $337K | Buy |
13,140
+1,960
| +18% | +$49.6K | 0.04% | 185 |
|
|
2015
Q2 | $243K | Hold |
11,180
| – | – | 0.03% | 200 |
|
|
2015
Q1 | $208K | Buy |
+11,180
| New | +$197K | 0.02% | 205 |
|
Other funds holding AMZN
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Meritage Portfolio Management's AMZN Position: Q4 2025 in Review
Meritage Portfolio Management reduced its Amazon (AMZN) stake by 1.9% in Q4 2025, selling an estimated $640K and leaving 146,937 shares worth $33.9M. The position accounts for 2.25% of the portfolio, ranked #6.
Meritage Portfolio Management first reported a position in AMZN in Q1 2015 and has held it in 44 quarters since. The position peaked at $63.5M in Q1 2022. 6,064 funds tracked by Wall St. Rank hold AMZN as of Q4 2025.
- Meritage Portfolio Management held 146,937 shares of Amazon worth $33.9M as of Q4 2025.
- Meritage Portfolio Management sold 2,797 Amazon shares in Q4 2025, an estimated $640K.
- Amazon made up 2.25% of Meritage Portfolio Management's portfolio in Q4 2025, its #6 holding.
- Meritage Portfolio Management first reported a position in Amazon in Q1 2015 and has held it in 44 quarters since.
- Meritage Portfolio Management's Amazon position peaked at $63.5M in Q1 2022.
- 6,064 funds tracked by Wall St. Rank held Amazon as of Q4 2025.
Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.