Perennial 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 | $21.7M | Buy |
90,903
+387
| +0.4% | +$97.1K | 3.34% | 7 |
|
|
2026
Q1 | $18.9M | Buy |
90,516
+1,566
| +2% | +$345K | 3.21% | 7 |
|
|
2025
Q4 | $20.5M | Buy |
88,950
+2,605
| +3% | +$596K | 3.44% | 7 |
|
|
2025
Q3 | $19M | Buy |
86,345
+463
| +0.5% | +$105K | 3.28% | 7 |
|
|
2025
Q2 | $18.8M | Sell |
85,882
-322
| -0.4% | -$63.7K | 3.5% | 5 |
|
|
2025
Q1 | $16.4M | Buy |
86,204
+742
| +0.9% | +$161K | 3.27% | 4 |
|
|
2024
Q4 | $18.7M | Buy |
+85,462
| New | +$17.5M | 4.08% | 4 |
|
|
2024
Q2 | $16.2M | Sell |
83,779
-298
| -0.4% | -$54.7K | 3.63% | 5 |
|
|
2024
Q1 | $15.2M | Sell |
84,077
-305
| -0.4% | -$50.9K | 3.53% | 3 |
|
|
2023
Q4 | $12.8M | Sell |
84,382
-1,380
| -2% | -$193K | 3.15% | 4 |
|
|
2023
Q3 | $10.9M | Buy |
85,762
+563
| +0.7% | +$75.4K | 2.94% | 5 |
|
|
2023
Q2 | $11.1M | Buy |
85,199
+5,866
| +7% | +$670K | 2.83% | 4 |
|
|
2023
Q1 | $8.19M | Buy |
79,333
+8,841
| +13% | +$854K | 2.34% | 11 |
|
|
2022
Q4 | $5.92M | Buy |
70,492
+3,231
| +5% | +$319K | 1.88% | 23 |
|
|
2022
Q3 | $7.6M | Sell |
67,261
-55
| -0.1% | -$6.95K | 2.49% | 12 |
|
|
2022
Q2 | $7.15M | Buy |
67,316
+1,156
| +2% | +$145K | 2.22% | 13 |
|
|
2022
Q1 | $10.8M | Buy |
66,160
+5,760
| +10% | +$890K | 2.86% | 4 |
|
|
2021
Q4 | $10.1M | Buy |
60,400
+5,200
| +9% | +$890K | 2.71% | 6 |
|
|
2021
Q3 | $9.07M | Buy |
55,200
+860
| +2% | +$148K | 2.67% | 7 |
|
|
2021
Q2 | $9.35M | Buy |
54,340
+180
| +0.3% | +$29.9K | 2.71% | 6 |
|
|
2021
Q1 | $8.38M | Buy |
54,160
+540
| +1% | +$85.6K | 2.64% | 7 |
|
|
2020
Q4 | $8.73M | Hold |
53,620
| – | – | 3.08% | 5 |
|
|
2020
Q3 | $8.44M | Buy |
53,620
+360
| +0.7% | +$56.8K | 3.45% | 3 |
|
|
2020
Q2 | $7.35M | Buy |
53,260
+1,960
| +4% | +$237K | 3.12% | 5 |
|
|
2020
Q1 | $5M | Buy |
51,300
+7,060
| +16% | +$683K | 2.79% | 9 |
|
|
2019
Q4 | $4.09M | Sell |
44,240
-440
| -1% | -$38.9K | 1.96% | 19 |
|
|
2019
Q3 | $3.88M | Buy |
44,680
+540
| +1% | +$50.1K | 2.01% | 19 |
|
|
2019
Q2 | $4.18M | Buy |
44,140
+1,360
| +3% | +$127K | 2.23% | 14 |
|
|
2019
Q1 | $3.81M | Buy |
42,780
+1,380
| +3% | +$115K | 2.17% | 15 |
|
|
2018
Q4 | $3.11M | Buy |
41,400
+1,520
| +4% | +$126K | 2.01% | 18 |
|
|
2018
Q3 | $3.99M | Sell |
39,880
-840
| -2% | -$79K | 2.3% | 10 |
|
|
2018
Q2 | $3.46M | Buy |
40,720
+1,120
| +3% | +$88.9K | 2.13% | 15 |
|
|
2018
Q1 | $2.87M | Sell |
39,600
-3,420
| -8% | -$245K | 1.81% | 20 |
|
|
2017
Q4 | $2.52M | Sell |
43,020
-3,380
| -7% | -$186K | 1.56% | 29 |
|
|
2017
Q3 | $2.23M | Sell |
46,400
-520
| -1% | -$25.5K | 1.51% | 32 |
|
|
2017
Q2 | $2.27M | Buy |
46,920
+1,480
| +3% | +$70.6K | 1.65% | 27 |
|
|
2017
Q1 | $2.01M | Buy |
45,440
+20,560
| +83% | +$857K | 1.55% | 29 |
|
|
2016
Q4 | $933K | Buy |
+24,880
| New | +$975K | 0.77% | 50 |
|
Other funds holding AMZN
Perennial Advisors's AMZN Position: Q2 2026 in Review
Perennial Advisors increased its Amazon (AMZN) stake by 0.43% in Q2 2026, buying an estimated $97.1K and bringing the position to 90,903 shares worth $21.7M. The position accounts for 3.34% of the portfolio, ranked #7.
Perennial Advisors first reported a position in AMZN in Q4 2016 and has held it in 38 quarters since. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Perennial Advisors held 90,903 shares of Amazon worth $21.7M as of Q2 2026.
- Perennial Advisors bought 387 Amazon shares in Q2 2026, an estimated $97.1K.
- Amazon made up 3.34% of Perennial Advisors's portfolio in Q2 2026, its #7 holding.
- Perennial Advisors first reported a position in Amazon in Q4 2016 and has held it in 38 quarters since.
- 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.