Mountain Capital 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
Q2 | $1.57M | Sell |
6,595
-303
| -4% | -$76.1K | 0.22% | 19 |
|
|
2026
Q1 | $1.8M | Sell |
6,898
-78
| -1% | -$17.2K | 0.27% | 15 |
|
|
2025
Q4 | $1.67M | Buy |
6,976
+92
| +1% | +$21K | 0.27% | 17 |
|
|
2025
Q3 | $1.52M | Buy |
6,884
+54
| +0.8% | +$12.2K | 0.27% | 20 |
|
|
2025
Q2 | $1.51M | Buy |
6,830
+18
| +0.3% | +$3.56K | 0.29% | 18 |
|
|
2025
Q1 | $1.27M | Sell |
6,812
-31
| -0.5% | -$6.73K | 0.27% | 19 |
|
|
2024
Q4 | $1.55M | Buy |
6,843
+69
| +1% | +$14.1K | 0.32% | 15 |
|
|
2024
Q3 | $1.42M | Buy |
6,774
+470
| +7% | +$85.8K | 0.31% | 16 |
|
|
2024
Q2 | $1.21M | Buy |
6,304
+357
| +6% | +$65.6K | 0.3% | 15 |
|
|
2024
Q1 | $1.1M | Buy |
5,947
+865
| +17% | +$144K | 0.31% | 14 |
|
|
2023
Q4 | $758K | Sell |
5,082
-1,138
| -18% | -$160K | 0.26% | 36 |
|
|
2023
Q3 | $893K | Buy |
6,220
+1,082
| +21% | +$145K | 0.33% | 24 |
|
|
2023
Q2 | $662K | Buy |
5,138
+793
| +18% | +$90.6K | 0.25% | 49 |
|
|
2023
Q1 | $445K | Buy |
4,345
+141
| +3% | +$13.6K | 0.2% | 53 |
|
|
2022
Q4 | $378K | Sell |
4,204
-43,785
| -91% | -$4.33M | 0.17% | 64 |
|
|
2022
Q3 | $5.52M | Sell |
47,989
-7,560
| -14% | -$956K | 2.89% | 8 |
|
|
2022
Q2 | $6.46M | Buy |
55,549
+25,649
| +86% | +$3.21M | 3.23% | 9 |
|
|
2022
Q1 | $4.52M | Buy |
29,900
+2,480
| +9% | +$383K | 2.13% | 9 |
|
|
2021
Q4 | $4.53M | Buy |
27,420
+14,040
| +105% | +$2.4M | 2.05% | 6 |
|
|
2021
Q3 | $2.2M | Hold |
13,380
| – | – | 1.16% | 21 |
|
|
2021
Q2 | $2.5M | Sell |
13,380
-160
| -1% | -$26.6K | 1.15% | 19 |
|
|
2021
Q1 | $2.3M | Buy |
13,540
+9,300
| +219% | +$1.47M | 1.15% | 19 |
|
|
2020
Q4 | $660K | Buy |
4,240
+740
| +21% | +$118K | 0.4% | 89 |
|
|
2020
Q3 | $603K | Sell |
3,500
-2,840
| -45% | -$448K | 0.39% | 74 |
|
|
2020
Q2 | $951K | Sell |
6,340
-20
| -0.3% | -$2.42K | 0.44% | 25 |
|
|
2020
Q1 | $650K | Buy |
6,360
+3,560
| +127% | +$345K | 0.34% | 20 |
|
|
2019
Q4 | $265K | Sell |
2,800
-360
| -11% | -$31.9K | 0.12% | 38 |
|
|
2019
Q3 | $274K | Sell |
3,160
-780
| -20% | -$72.3K | 0.24% | 37 |
|
|
2019
Q2 | $359K | Buy |
3,940
+240
| +6% | +$22.4K | 0.34% | 31 |
|
|
2019
Q1 | $329K | Sell |
3,700
-500
| -12% | -$41.6K | 0.35% | 26 |
|
|
2018
Q4 | $315K | Sell |
4,200
-1,820
| -30% | -$151K | 0.44% | 20 |
|
|
2018
Q3 | $603K | Buy |
6,020
+1,300
| +28% | +$122K | 0.58% | 17 |
|
|
2018
Q2 | $401K | Buy |
+4,720
| New | +$375K | 0.39% | 22 |
|
|
2017
Q4 | – | Sell |
-2,000
| Closed | -$96K | – | 56 |
|
|
2017
Q3 | $96K | Sell |
2,000
-500
| -20% | -$24.6K | 0.09% | 69 |
|
|
2017
Q2 | $121K | Buy |
+2,500
| New | +$119K | 0.12% | 69 |
|
Other funds holding AMZN
SCI
RG
ATO
Mountain Capital Investment Advisors's AMZN Position: Q2 2026 in Review
Mountain Capital Investment Advisors reduced its Amazon (AMZN) stake by 4.4% in Q2 2026, selling an estimated $76.1K and leaving 6,595 shares worth $1.57M. The position accounts for 0.22% of the portfolio, ranked #19.
Mountain Capital Investment Advisors first reported a position in AMZN in Q2 2017 and has held it in 35 quarters since. The position peaked at $6.46M in Q2 2022. 2,021 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Mountain Capital Investment Advisors held 6,595 shares of Amazon worth $1.57M as of Q2 2026.
- Mountain Capital Investment Advisors sold 303 Amazon shares in Q2 2026, an estimated $76.1K.
- Amazon made up 0.22% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #19 holding.
- Mountain Capital Investment Advisors first reported a position in Amazon in Q2 2017 and has held it in 35 quarters since.
- Mountain Capital Investment Advisors's Amazon position peaked at $6.46M in Q2 2022.
- 2,021 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.