Moneta Group Investment Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $39.1M | Buy |
187,553
+6,478
| +4% | +$1.43M | 0.29% | 49 |
|
|
2025
Q4 | $41.8M | Buy |
181,075
+560
| +0.3% | +$128K | 0.32% | 47 |
|
|
2025
Q3 | $39.6M | Sell |
180,515
-2,975
| -2% | -$673K | 0.31% | 47 |
|
|
2025
Q2 | $40.3M | Buy |
183,490
+9,283
| +5% | +$1.84M | 0.48% | 42 |
|
|
2025
Q1 | $33.1M | Sell |
174,207
-7,502
| -4% | -$1.63M | 0.46% | 45 |
|
|
2024
Q4 | $39.9M | Buy |
181,709
+10,295
| +6% | +$2.11M | 0.56% | 41 |
|
|
2024
Q3 | $31.9M | Sell |
171,414
-449
| -0.3% | -$81.9K | 0.46% | 45 |
|
|
2024
Q2 | $33.2M | Buy |
171,863
+22,468
| +15% | +$4.13M | 0.53% | 39 |
|
|
2024
Q1 | $26.9M | Buy |
149,395
+24,719
| +20% | +$4.13M | 0.44% | 45 |
|
|
2023
Q4 | $18.9M | Buy |
124,676
+4,553
| +4% | +$638K | 0.37% | 49 |
|
|
2023
Q3 | $15.3M | Sell |
120,123
-65
| -0.1% | -$8.71K | 0.35% | 52 |
|
|
2023
Q2 | $15.7M | Buy |
120,188
+6,107
| +5% | +$697K | 0.35% | 50 |
|
|
2023
Q1 | $11.8M | Buy |
114,081
+33,390
| +41% | +$3.23M | 0.28% | 58 |
|
|
2022
Q4 | $8.32M | Sell |
80,691
-16,105
| -17% | -$1.59M | 0.23% | 73 |
|
|
2022
Q3 | $10.9M | Sell |
96,796
-31,459
| -25% | -$3.98M | 0.42% | 53 |
|
|
2022
Q2 | $13.6M | Buy |
128,255
+38,735
| +43% | +$4.85M | 0.47% | 50 |
|
|
2022
Q1 | $14.6M | Buy |
89,520
+7,160
| +9% | +$1.11M | 0.57% | 45 |
|
|
2021
Q4 | $13.7M | Buy |
82,360
+500
| +0.6% | +$85.6K | 0.56% | 46 |
|
|
2021
Q3 | $13.4M | Buy |
81,860
+3,340
| +4% | +$576K | 0.62% | 45 |
|
|
2021
Q2 | $13.5M | Buy |
78,520
+7,060
| +10% | +$1.17M | 0.62% | 44 |
|
|
2021
Q1 | $11.1M | Buy |
71,460
+37,220
| +109% | +$5.9M | 0.58% | 46 |
|
|
2020
Q4 | $5.58M | Buy |
34,240
+7,940
| +30% | +$1.27M | 0.4% | 58 |
|
|
2020
Q3 | $4.14M | Buy |
26,300
+2,080
| +9% | +$328K | 0.36% | 58 |
|
|
2020
Q2 | $3.34M | Buy |
24,220
+5,180
| +27% | +$626K | 0.32% | 64 |
|
|
2020
Q1 | $1.86M | Buy |
19,040
+4,660
| +32% | +$451K | 0.19% | 78 |
|
|
2019
Q4 | $1.33M | Sell |
14,380
-940
| -6% | -$83.2K | 0.11% | 105 |
|
|
2019
Q3 | $1.33M | Buy |
15,320
+8,660
| +130% | +$803K | 0.12% | 101 |
|
|
2019
Q2 | $631K | Buy |
6,660
+500
| +8% | +$46.6K | 0.06% | 145 |
|
|
2019
Q1 | $548K | Buy |
6,160
+2,040
| +50% | +$170K | 0.06% | 136 |
|
|
2018
Q4 | $309K | Sell |
4,120
-1,560
| -27% | -$130K | 0.04% | 171 |
|
|
2018
Q3 | $569K | Sell |
5,680
-2,280
| -29% | -$214K | 0.06% | 140 |
|
|
2018
Q2 | $677K | Buy |
7,960
+4,140
| +108% | +$329K | 0.08% | 145 |
|
|
2018
Q1 | $276K | Buy |
3,820
+3,200
| +516% | +$229K | 0.04% | 164 |
|
|
2017
Q4 | $36K | Buy |
+620
| New | +$34.1K | 0.01% | 289 |
|
Other funds holding AMZN
VCM
VPM
Moneta Group Investment Advisors's AMZN Position: Q1 2026 in Review
Moneta Group Investment Advisors increased its Amazon (AMZN) stake by 3.6% in Q1 2026, buying an estimated $1.43M and bringing the position to 187,553 shares worth $39.1M. The position accounts for 0.29% of the portfolio, ranked #49.
Moneta Group Investment Advisors first reported a position in AMZN in Q4 2017 and has held it in 34 quarters since. The position peaked at $41.8M in Q4 2025. 5,985 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Moneta Group Investment Advisors held 187,553 shares of Amazon worth $39.1M as of Q1 2026.
- Moneta Group Investment Advisors bought 6,478 Amazon shares in Q1 2026, an estimated $1.43M.
- Amazon made up 0.29% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #49 holding.
- Moneta Group Investment Advisors first reported a position in Amazon in Q4 2017 and has held it in 34 quarters since.
- Moneta Group Investment Advisors's Amazon position peaked at $41.8M in Q4 2025.
- 5,985 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.