Mitchell & Pahl Private Wealth’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
$584K Hold
2,450
0.21% 125
2026
Q1
$510K Sell
2,450
-3
-0.1% -$661 0.21% 126
2025
Q4
$566K Sell
2,453
-89
-4% -$20.4K 0.24% 125
2025
Q3
$558K Sell
2,542
-18
-0.7% -$4.07K 0.23% 121
2025
Q2
$562K Sell
2,560
-139
-5% -$27.5K 0.25% 125
2025
Q1
$514K Buy
2,699
+34
+1% +$7.38K 0.24% 123
2024
Q4
$585K Hold
2,665
0.27% 115
2024
Q3
$497K Buy
2,665
+1,160
+77% +$212K 0.23% 127
2024
Q2
$291K Buy
1,505
+150
+11% +$27.6K 0.15% 136
2024
Q1
$244K Hold
1,355
0.13% 137
2023
Q4
$206K Sell
1,355
-1,992
-60% -$279K 0.12% 141
2023
Q3
$425K Buy
3,347
+13
+0.4% +$1.74K 0.25% 125
2023
Q2
$435K Buy
3,334
+60
+2% +$6.85K 0.26% 123
2023
Q1
$338K Buy
3,274
+290
+10% +$28K 0.21% 134
2022
Q4
$251K Sell
2,984
-75
-2% -$7.41K 0.16% 143
2022
Q3
$346K Buy
3,059
+18
+0.6% +$2.27K 0.26% 120
2022
Q2
$323K Buy
3,041
+1,321
+77% +$165K 0.22% 128
2022
Q1
$280K Buy
1,720
+300
+21% +$46.4K 0.18% 144
2021
Q4
$237K Hold
1,420
0.15% 151
2021
Q3
$233K Hold
1,420
0.17% 141
2021
Q2
$244K Hold
1,420
0.17% 139
2021
Q1
$220K Sell
1,420
-20
-1% -$3.17K 0.17% 141
2020
Q4
$234K Buy
+1,440
New +$230K 0.2% 130

Other funds holding AMZN

Mitchell & Pahl Private Wealth's AMZN Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth held its Amazon (AMZN) position steady in Q2 2026 at 2,450 shares worth $584K. The position accounts for 0.21% of the portfolio, ranked #125.

Mitchell & Pahl Private Wealth first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. The position peaked at $585K in Q4 2024. 1,228 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 2,450 shares of Amazon worth $584K as of Q2 2026.
  • Mitchell & Pahl Private Wealth left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 0.21% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #125 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's Amazon position peaked at $585K in Q4 2024.
  • 1,228 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.