Novare Capital Management’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
$32.8M Buy
137,717
+5,061
+4% +$1.27M 2.33% 10
2026
Q1
$27.6M Sell
132,656
-2,331
-2% -$513K 2.19% 12
2025
Q4
$31.2M Sell
134,987
-1,199
-0.9% -$274K 2.33% 10
2025
Q3
$29.9M Buy
136,186
+708
+0.5% +$160K 2.28% 10
2025
Q2
$29.7M Buy
135,478
+1,603
+1% +$317K 2.42% 9
2025
Q1
$25.5M Buy
133,875
+2,462
+2% +$534K 2.23% 9
2024
Q4
$28.8M Sell
131,413
-536
-0.4% -$110K 2.43% 8
2024
Q3
$24.6M Buy
131,949
+1,836
+1% +$335K 2.08% 10
2024
Q2
$25.1M Sell
130,113
-939
-0.7% -$172K 2.26% 8
2024
Q1
$23.6M Buy
131,052
+9,257
+8% +$1.55M 2.14% 7
2023
Q4
$18.5M Sell
121,795
-293
-0.2% -$41.1K 1.88% 11
2023
Q3
$15.5M Sell
122,088
-2,913
-2% -$390K 1.75% 13
2023
Q2
$16.3M Buy
125,001
+4,500
+4% +$514K 1.75% 13
2023
Q1
$12.4M Buy
120,501
+9,680
+9% +$935K 1.41% 16
2022
Q4
$9.31M Sell
110,821
-9,883
-8% -$976K 1.1% 32
2022
Q3
$13.6M Sell
120,704
-8,568
-7% -$1.08M 1.75% 12
2022
Q2
$13.7M Buy
129,272
+492
+0.4% +$61.6K 1.69% 13
2022
Q1
$21M Buy
128,780
+4,960
+4% +$766K 2.24% 6
2021
Q4
$20.6M Buy
123,820
+2,980
+2% +$510K 2.09% 6
2021
Q3
$19.8M Buy
120,840
+7,160
+6% +$1.24M 2.2% 4
2021
Q2
$19.6M Buy
113,680
+4,160
+4% +$691K 2.19% 4
2021
Q1
$16.9M Buy
109,520
+12,580
+13% +$1.99M 2.04% 7
2020
Q4
$15.8M Buy
96,940
+4,460
+5% +$712K 2.06% 10
2020
Q3
$14.6M Sell
92,480
-6,360
-6% -$1M 2.05% 9
2020
Q2
$13.6M Sell
98,840
-2,660
-3% -$321K 2.04% 10
2020
Q1
$9.89M Buy
101,500
+24,960
+33% +$2.42M 1.74% 14
2019
Q4
$7.07M Buy
76,540
+3,160
+4% +$280K 0.99% 34
2019
Q3
$6.37M Buy
73,380
+1,740
+2% +$161K 0.95% 43
2019
Q2
$6.78M Sell
71,640
-260
-0.4% -$24.2K 1.03% 36
2019
Q1
$6.4M Buy
71,900
+4,220
+6% +$351K 1% 39
2018
Q4
$5.08M Buy
67,680
+61,540
+1,002% +$5.12M 0.93% 45
2018
Q3
$607K Sell
6,140
-680
-10% -$63.9K 0.1% 114
2018
Q2
$579K Buy
6,820
+240
+4% +$19K 0.1% 116
2018
Q1
$476K Buy
6,580
+820
+14% +$58.6K 0.08% 124
2017
Q4
$337K Hold
5,760
0.06% 128
2017
Q3
$277K Buy
5,760
+700
+14% +$34.4K 0.05% 135
2017
Q2
$245K Sell
5,060
-100
-2% -$4.77K 0.06% 111
2017
Q1
$229K Buy
+5,160
New +$215K 0.05% 114

Other funds holding AMZN

Novare Capital Management's AMZN Position: Q2 2026 in Review

Novare Capital Management increased its Amazon (AMZN) stake by 3.8% in Q2 2026, buying an estimated $1.27M and bringing the position to 137,717 shares worth $32.8M. The position accounts for 2.33% of the portfolio, ranked #10.

Novare Capital Management first reported a position in AMZN in Q1 2017 and has held it in 38 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Novare Capital Management held 137,717 shares of Amazon worth $32.8M as of Q2 2026.
  • Novare Capital Management bought 5,061 Amazon shares in Q2 2026, an estimated $1.27M.
  • Amazon made up 2.33% of Novare Capital Management's portfolio in Q2 2026, its #10 holding.
  • Novare Capital Management first reported a position in Amazon in Q1 2017 and has held it in 38 quarters since.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.