Mogy Joel R Investment Counsel’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 | $82.2M | Sell |
344,856
-688
| -0.2% | -$173K | 4.71% | 8 |
|
|
2026
Q1 | $72M | Sell |
345,544
-3,180
| -0.9% | -$700K | 4.51% | 7 |
|
|
2025
Q4 | $80.5M | Buy |
348,724
+903
| +0.3% | +$207K | 4.37% | 7 |
|
|
2025
Q3 | $76.4M | Buy |
347,821
+194
| +0.1% | +$43.9K | 4.18% | 6 |
|
|
2025
Q2 | $76.3M | Sell |
347,627
-151
| -0% | -$29.9K | 4.4% | 5 |
|
|
2025
Q1 | $66.2M | Buy |
347,778
+2,298
| +0.7% | +$499K | 4.26% | 6 |
|
|
2024
Q4 | $75.8M | Buy |
345,480
+358
| +0.1% | +$73.2K | 4.5% | 5 |
|
|
2024
Q3 | $64.3M | Buy |
345,122
+2,252
| +0.7% | +$411K | 3.94% | 5 |
|
|
2024
Q2 | $66.3M | Buy |
342,870
+3,021
| +0.9% | +$555K | 4.2% | 5 |
|
|
2024
Q1 | $61.3M | Sell |
339,849
-2,510
| -0.7% | -$419K | 4.17% | 5 |
|
|
2023
Q4 | $52M | Sell |
342,359
-2,392
| -0.7% | -$335K | 3.93% | 5 |
|
|
2023
Q3 | $43.8M | Sell |
344,751
-915
| -0.3% | -$123K | 3.69% | 7 |
|
|
2023
Q2 | $45.1M | Buy |
345,666
+2,134
| +0.6% | +$244K | 3.58% | 6 |
|
|
2023
Q1 | $35.5M | Sell |
343,532
-2,049
| -0.6% | -$198K | 3.15% | 9 |
|
|
2022
Q4 | $29M | Buy |
345,581
+2,939
| +0.9% | +$290K | 2.9% | 9 |
|
|
2022
Q3 | $38.7M | Buy |
342,642
+832
| +0.2% | +$105K | 4.05% | 5 |
|
|
2022
Q2 | $36.3M | Buy |
341,810
+1,210
| +0.4% | +$151K | 3.58% | 7 |
|
|
2022
Q1 | $55.5M | Sell |
340,600
-1,880
| -0.5% | -$290K | 4.39% | 4 |
|
|
2021
Q4 | $57.1M | Sell |
342,480
-800
| -0.2% | -$137K | 4.09% | 4 |
|
|
2021
Q3 | $56.4M | Buy |
343,280
+3,700
| +1% | +$638K | 4.62% | 3 |
|
|
2021
Q2 | $58.4M | Buy |
339,580
+2,300
| +0.7% | +$382K | 4.94% | 3 |
|
|
2021
Q1 | $52.2M | Buy |
337,280
+2,880
| +0.9% | +$457K | 5.02% | 3 |
|
|
2020
Q4 | $54.5M | Sell |
334,400
-2,400
| -0.7% | -$383K | 5.38% | 3 |
|
|
2020
Q3 | $53M | Sell |
336,800
-3,840
| -1% | -$605K | 5.71% | 3 |
|
|
2020
Q2 | $47M | Sell |
340,640
-8,860
| -3% | -$1.07M | 5.62% | 3 |
|
|
2020
Q1 | $34.1M | Buy |
349,500
+480
| +0.1% | +$46.5K | 4.84% | 3 |
|
|
2019
Q4 | $32.2M | Buy |
349,020
+140
| +0% | +$12.4K | 3.87% | 5 |
|
|
2019
Q3 | $30.3M | Sell |
348,880
-3,500
| -1% | -$325K | 3.83% | 7 |
|
|
2019
Q2 | $33.4M | Sell |
352,380
-800
| -0.2% | -$74.5K | 4.35% | 5 |
|
|
2019
Q1 | $31.4M | Buy |
353,180
+4,980
| +1% | +$414K | 4.25% | 4 |
|
|
2018
Q4 | $26.1M | Buy |
348,200
+2,640
| +0.8% | +$219K | 4.06% | 4 |
|
|
2018
Q3 | $34.6M | Buy |
345,560
+1,320
| +0.4% | +$124K | 4.65% | 4 |
|
|
2018
Q2 | $29.3M | Buy |
344,240
+3,480
| +1% | +$276K | 4.33% | 4 |
|
|
2018
Q1 | $24.7M | Buy |
340,760
+1,220
| +0.4% | +$87.2K | 3.83% | 4 |
|
|
2017
Q4 | $19.9M | Buy |
339,540
+4,140
| +1% | +$228K | 3.11% | 10 |
|
|
2017
Q3 | $16.1M | Buy |
335,400
+3,700
| +1% | +$182K | 2.68% | 12 |
|
|
2017
Q2 | $16.1M | Buy |
331,700
+11,000
| +3% | +$525K | 2.75% | 11 |
|
|
2017
Q1 | $14.2M | Buy |
320,700
+27,300
| +9% | +$1.14M | 2.45% | 13 |
|
|
2016
Q4 | $11M | Buy |
293,400
+16,320
| +6% | +$640K | 2% | 19 |
|
|
2016
Q3 | $11.6M | Buy |
277,080
+25,200
| +10% | +$964K | 2.13% | 18 |
|
|
2016
Q2 | $9.01M | Buy |
251,880
+13,380
| +6% | +$453K | 1.67% | 24 |
|
|
2016
Q1 | $7.08M | Buy |
238,500
+215,780
| +950% | +$6.12M | 1.31% | 28 |
|
|
2015
Q4 | $7.68K | Sell |
22,720
-195,980
| -90% | -$6.18M | 1.44% | 27 |
|
|
2015
Q3 | $5.6M | Buy |
218,700
+7,320
| +3% | +$185K | 1.11% | 31 |
|
|
2015
Q2 | $4.59M | Buy |
211,380
+10,480
| +5% | +$219K | 0.87% | 38 |
|
|
2015
Q1 | $3.74M | Buy |
200,900
+10,000
| +5% | +$176K | 0.7% | 43 |
|
|
2014
Q4 | $2.96M | Sell |
190,900
-400
| -0.2% | -$6.23K | 0.56% | 51 |
|
|
2014
Q3 | $3.08M | Buy |
191,300
+3,500
| +2% | +$58.2K | 0.62% | 46 |
|
|
2014
Q2 | $3.05M | Hold |
187,800
| – | – | 0.61% | 47 |
|
|
2014
Q1 | $3.16M | Buy |
187,800
+6,100
| +3% | +$113K | 0.66% | 46 |
|
|
2013
Q4 | $3.62M | Buy |
181,700
+2,700
| +2% | +$48.5K | 0.77% | 43 |
|
|
2013
Q3 | $2.8M | Buy |
179,000
+38,400
| +27% | +$572K | 0.64% | 47 |
|
|
2013
Q2 | $1.95M | Buy |
+140,600
| New | +$1.87M | 0.47% | 55 |
|
Other funds holding AMZN
Mogy Joel R Investment Counsel's AMZN Position: Q2 2026 in Review
Mogy Joel R Investment Counsel reduced its Amazon (AMZN) stake by 0.2% in Q2 2026, selling an estimated $173K and leaving 344,856 shares worth $82.2M. The position accounts for 4.71% of the portfolio, ranked #8.
Mogy Joel R Investment Counsel first reported a position in AMZN in Q2 2013 and has held it in 53 quarters since. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Mogy Joel R Investment Counsel held 344,856 shares of Amazon worth $82.2M as of Q2 2026.
- Mogy Joel R Investment Counsel sold 688 Amazon shares in Q2 2026, an estimated $173K.
- Amazon made up 4.71% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #8 holding.
- Mogy Joel R Investment Counsel first reported a position in Amazon in Q2 2013 and has held it in 53 quarters since.
- 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.