Mount Yale 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 | $63M | Buy |
302,481
+147,231
| +95% | +$32.4M | 1.46% | 8 |
|
|
2025
Q4 | $35.8M | Buy |
155,250
+74,645
| +93% | +$17.1M | 1.72% | 6 |
|
|
2025
Q3 | $17.7M | Buy |
80,605
+733
| +0.9% | +$166K | 1.23% | 11 |
|
|
2025
Q2 | $17.5M | Buy |
79,872
+7,669
| +11% | +$1.52M | 1.37% | 11 |
|
|
2025
Q1 | $13.7M | Sell |
72,203
-1,760
| -2% | -$382K | 1.18% | 10 |
|
|
2024
Q4 | $16.2M | Buy |
73,963
+30,122
| +69% | +$6.16M | 1.31% | 9 |
|
|
2024
Q3 | $8.17M | Sell |
43,841
-37,729
| -46% | -$6.88M | 0.78% | 11 |
|
|
2024
Q2 | $15.8M | Buy |
81,570
+1,501
| +2% | +$276K | 1.25% | 9 |
|
|
2024
Q1 | $14.4M | Buy |
80,069
+33,004
| +70% | +$5.51M | 1.11% | 10 |
|
|
2023
Q4 | $7.15M | Buy |
47,065
+2,016
| +4% | +$283K | 0.68% | 16 |
|
|
2023
Q3 | $5.73M | Buy |
45,049
+940
| +2% | +$126K | 0.62% | 29 |
|
|
2023
Q2 | $5.75M | Buy |
44,109
+1,077
| +3% | +$123K | 0.61% | 32 |
|
|
2023
Q1 | $4.44M | Buy |
43,032
+17,365
| +68% | +$1.68M | 0.5% | 41 |
|
|
2022
Q4 | $2.16M | Sell |
25,667
-12,770
| -33% | -$1.26M | 0.24% | 97 |
|
|
2022
Q3 | $4.34M | Buy |
38,437
+1,577
| +4% | +$199K | 0.58% | 38 |
|
|
2022
Q2 | $3.92M | Buy |
36,860
+780
| +2% | +$97.6K | 0.49% | 47 |
|
|
2022
Q1 | $5.88M | Buy |
36,080
+1,380
| +4% | +$213K | 0.64% | 28 |
|
|
2021
Q4 | $5.79M | Buy |
34,700
+3,380
| +11% | +$578K | 0.6% | 36 |
|
|
2021
Q3 | $5.14M | Buy |
31,320
+680
| +2% | +$117K | 0.59% | 38 |
|
|
2021
Q2 | $5.27M | Sell |
30,640
-1,080
| -3% | -$179K | 0.64% | 36 |
|
|
2021
Q1 | $4.91M | Sell |
31,720
-1,460
| -4% | -$231K | 0.64% | 37 |
|
|
2020
Q4 | $5.4M | Hold |
33,180
| – | – | 0.76% | 25 |
|
|
2020
Q3 | $5.22M | Buy |
33,180
+6,920
| +26% | +$1.09M | 0.74% | 19 |
|
|
2020
Q2 | $3.62M | Buy |
26,260
+11,980
| +84% | +$1.45M | 0.65% | 41 |
|
|
2020
Q1 | $1.39M | Sell |
14,280
-1,260
| -8% | -$122K | 0.31% | 82 |
|
|
2019
Q4 | $1.56M | Buy |
15,540
+4,780
| +44% | +$423K | 0.27% | 94 |
|
|
2019
Q3 | $957K | Buy |
10,760
+1,880
| +21% | +$174K | 0.17% | 120 |
|
|
2019
Q2 | $796K | Buy |
8,880
+880
| +11% | +$82K | 0.15% | 123 |
|
|
2019
Q1 | $712K | Buy |
8,000
+640
| +9% | +$53.3K | 0.13% | 131 |
|
|
2018
Q4 | $585K | Sell |
7,360
-1,700
| -19% | -$141K | 0.12% | 152 |
|
|
2018
Q3 | $795K | Sell |
9,060
-380
| -4% | -$35.7K | 0.14% | 130 |
|
|
2018
Q2 | $802K | Sell |
9,440
-300
| -3% | -$23.8K | 0.15% | 126 |
|
|
2018
Q1 | $705K | Buy |
+9,740
| New | +$697K | 0.15% | 131 |
|
Other funds holding AMZN
VCM
VPM
Mount Yale Investment Advisors's AMZN Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Amazon (AMZN) stake by 95% in Q1 2026, buying an estimated $32.4M and bringing the position to 302,481 shares worth $63M. The position accounts for 1.46% of the portfolio, ranked #8.
Mount Yale Investment Advisors first reported a position in AMZN in Q1 2018 and has held it in 33 quarters since. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Mount Yale Investment Advisors held 302,481 shares of Amazon worth $63M as of Q1 2026.
- Mount Yale Investment Advisors bought 147,231 Amazon shares in Q1 2026, an estimated $32.4M.
- Amazon made up 1.46% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #8 holding.
- Mount Yale Investment Advisors first reported a position in Amazon in Q1 2018 and has held it in 33 quarters since.
- 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.