Orgel Wealth 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 | $849K | Buy |
3,562
+218
| +7% | +$54.7K | 0.02% | 68 |
|
|
2026
Q1 | $696K | Buy |
3,344
+485
| +17% | +$107K | 0.02% | 60 |
|
|
2025
Q4 | $660K | Buy |
2,859
+349
| +14% | +$79.8K | 0.01% | 57 |
|
|
2025
Q3 | $551K | Hold |
2,510
| – | – | 0.01% | 61 |
|
|
2025
Q2 | $551K | Hold |
2,510
| – | – | 0.01% | 61 |
|
|
2025
Q1 | $478K | Sell |
2,510
-71
| -3% | -$15.4K | 0.01% | 59 |
|
|
2024
Q4 | $566K | Buy |
2,581
+31
| +1% | +$6.34K | 0.01% | 57 |
|
|
2024
Q3 | $475K | Sell |
2,550
-78
| -3% | -$14.2K | 0.01% | 58 |
|
|
2024
Q2 | $508K | Buy |
2,628
+188
| +8% | +$34.5K | 0.01% | 56 |
|
|
2024
Q1 | $440K | Sell |
2,440
-234
| -9% | -$39.1K | 0.01% | 58 |
|
|
2023
Q4 | $406K | Sell |
2,674
-16
| -0.6% | -$2.24K | 0.01% | 60 |
|
|
2023
Q3 | $342K | Buy |
2,690
+90
| +3% | +$12.1K | 0.01% | 63 |
|
|
2023
Q2 | $339K | Hold |
2,600
| – | – | 0.01% | 60 |
|
|
2023
Q1 | $269K | Sell |
2,600
-320
| -11% | -$30.9K | 0.01% | 63 |
|
|
2022
Q4 | $245K | Sell |
2,920
-160
| -5% | -$15.8K | 0.01% | 68 |
|
|
2022
Q3 | $348K | Buy |
3,080
+200
| +7% | +$25.3K | 0.02% | 54 |
|
|
2022
Q2 | $306K | Sell |
2,880
-140
| -5% | -$17.5K | 0.02% | 51 |
|
|
2022
Q1 | $492K | Sell |
3,020
-2,260
| -43% | -$349K | 0.03% | 38 |
|
|
2021
Q4 | $880K | Buy |
5,280
+1,600
| +43% | +$274K | 0.09% | 27 |
|
|
2021
Q3 | $604K | Sell |
3,680
-40
| -1% | -$6.9K | 0.07% | 28 |
|
|
2021
Q2 | $640K | Buy |
3,720
+500
| +16% | +$83.1K | 0.08% | 28 |
|
|
2021
Q1 | $498K | Buy |
3,220
+160
| +5% | +$25.4K | 0.07% | 29 |
|
|
2020
Q4 | $498K | Buy |
3,060
+500
| +20% | +$79.8K | 0.1% | 27 |
|
|
2020
Q3 | $403K | Sell |
2,560
-180
| -7% | -$28.4K | 0.11% | 29 |
|
|
2020
Q2 | $378K | Buy |
2,740
+180
| +7% | +$21.7K | 0.14% | 28 |
|
|
2020
Q1 | $250K | Hold |
2,560
| – | – | 0.1% | 32 |
|
|
2019
Q4 | $237K | Sell |
2,560
-80
| -3% | -$7.08K | 0.07% | 42 |
|
|
2019
Q3 | $229K | Buy |
2,640
+280
| +12% | +$26K | 0.09% | 40 |
|
|
2019
Q2 | $223K | Hold |
2,360
| – | – | 0.09% | 37 |
|
|
2019
Q1 | $210K | Sell |
2,360
-840
| -26% | -$69.9K | 0.07% | 38 |
|
|
2018
Q4 | $240K | Buy |
3,200
+720
| +29% | +$59.9K | 0.07% | 37 |
|
|
2018
Q3 | $248K | Sell |
2,480
-40
| -2% | -$3.76K | 0.11% | 34 |
|
|
2018
Q2 | $214K | Buy |
+2,520
| New | +$200K | 0.05% | 39 |
|
Other funds holding AMZN
SCI
RG
ATO
Orgel Wealth Management's AMZN Position: Q2 2026 in Review
Orgel Wealth Management increased its Amazon (AMZN) stake by 6.5% in Q2 2026, buying an estimated $54.7K and bringing the position to 3,562 shares worth $849K. The position accounts for 0.02% of the portfolio, ranked #68.
Orgel Wealth Management first reported a position in AMZN in Q2 2018 and has held it in 33 quarters since. The position peaked at $880K in Q4 2021. 2,034 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Orgel Wealth Management held 3,562 shares of Amazon worth $849K as of Q2 2026.
- Orgel Wealth Management bought 218 Amazon shares in Q2 2026, an estimated $54.7K.
- Amazon made up 0.02% of Orgel Wealth Management's portfolio in Q2 2026, its #68 holding.
- Orgel Wealth Management first reported a position in Amazon in Q2 2018 and has held it in 33 quarters since.
- Orgel Wealth Management's Amazon position peaked at $880K in Q4 2021.
- 2,034 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.