MinichMacGregor 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
$1.66M Sell
6,957
-159
-2% -$39.9K 0.25% 52
2026
Q1
$1.48M Sell
7,116
-1,043
-13% -$230K 0.26% 50
2025
Q4
$1.88M Buy
8,159
+170
+2% +$38.9K 0.34% 50
2025
Q3
$1.75M Buy
7,989
+2,634
+49% +$596K 0.34% 47
2025
Q2
$1.17M Sell
5,355
-6,326
-54% -$1.25M 0.25% 48
2025
Q1
$2.22M Buy
11,681
+178
+2% +$38.6K 0.5% 45
2024
Q4
$2.52M Buy
11,503
+1,123
+11% +$230K 0.52% 46
2024
Q3
$1.93M Buy
10,380
+899
+9% +$164K 0.41% 47
2024
Q2
$1.83M Buy
9,481
+163
+2% +$29.9K 0.45% 45
2024
Q1
$1.69M Buy
9,318
+20
+0.2% +$3.34K 0.43% 47
2023
Q4
$1.41M Sell
9,298
-38
-0.4% -$5.33K 0.41% 40
2023
Q3
$1.19M Buy
9,336
+254
+3% +$34K 0.39% 49
2023
Q2
$1.18M Sell
9,082
-111
-1% -$12.7K 0.37% 48
2023
Q1
$950K Buy
9,193
+4,887
+113% +$472K 0.31% 47
2022
Q4
$362K Sell
4,306
-428
-9% -$42.3K 0.13% 54
2022
Q3
$534K Sell
4,734
-52
-1% -$6.57K 0.21% 53
2022
Q2
$508K Buy
4,786
+486
+11% +$60.8K 0.21% 49
2022
Q1
$701K Buy
4,300
+40
+0.9% +$6.18K 0.22% 53
2021
Q4
$710K Hold
4,260
0.22% 53
2021
Q3
$699K Hold
4,260
0.24% 48
2021
Q2
$732K Buy
4,260
+40
+0.9% +$6.65K 0.26% 48
2021
Q1
$652K Buy
4,220
+240
+6% +$38K 0.24% 50
2020
Q4
$648K Buy
3,980
+420
+12% +$67K 0.26% 51
2020
Q3
$560K Buy
3,560
+320
+10% +$50.4K 0.26% 44
2020
Q2
$446K Buy
3,240
+920
+40% +$111K 0.25% 46
2020
Q1
$268K Sell
2,320
-1,360
-37% -$132K 0.24% 72
2019
Q4
$340K Sell
3,680
-720
-16% -$63.7K 0.19% 43
2019
Q3
$381K Buy
+4,400
New +$408K 0.26% 40
2019
Q1
Sell
-10,780
Closed -$518K 53
2018
Q4
$518K Buy
10,780
+8,560
+386% +$712K 0.35% 63
2018
Q3
$222K Buy
2,220
+1,100
+98% +$103K 0.15% 38
2018
Q2
$95K Buy
1,120
+140
+14% +$11.1K 0.07% 80
2018
Q1
$70K Sell
980
-500
-34% -$35.8K 0.05% 90
2017
Q4
$86K Sell
1,480
-400
-21% -$22K 0.07% 72
2017
Q3
$90K Sell
1,880
-60
-3% -$2.95K 0.07% 66
2017
Q2
$93K Buy
1,940
+140
+8% +$6.68K 0.08% 66
2017
Q1
$79K Sell
1,800
-340
-16% -$14.2K 0.07% 73
2016
Q4
$80K Buy
2,140
+280
+15% +$11K 0.07% 75
2016
Q3
$77K Buy
1,860
+680
+58% +$26K 0.07% 84
2016
Q2
$42K Sell
1,180
-6,000
-84% -$203K 0.04% 118
2016
Q1
$213K Buy
7,180
+5,880
+452% +$167K 0.21% 35
2015
Q4
$27K Buy
+1,300
New +$41K 0.03% 142

Other funds holding AMZN

MinichMacGregor Wealth Management's AMZN Position: Q2 2026 in Review

MinichMacGregor Wealth Management reduced its Amazon (AMZN) stake by 2.2% in Q2 2026, selling an estimated $39.9K and leaving 6,957 shares worth $1.66M. The position accounts for 0.25% of the portfolio, ranked #52.

MinichMacGregor Wealth Management first reported a position in AMZN in Q4 2015 and has held it in 41 quarters since. The position peaked at $2.52M in Q4 2024. 2,772 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • MinichMacGregor Wealth Management held 6,957 shares of Amazon worth $1.66M as of Q2 2026.
  • MinichMacGregor Wealth Management sold 159 Amazon shares in Q2 2026, an estimated $39.9K.
  • Amazon made up 0.25% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #52 holding.
  • MinichMacGregor Wealth Management first reported a position in Amazon in Q4 2015 and has held it in 41 quarters since.
  • MinichMacGregor Wealth Management's Amazon position peaked at $2.52M in Q4 2024.
  • 2,772 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.