Perigon 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
Q1
$92.5M Sell
444,368
-3,503
-0.8% -$771K 1.68% 7
2025
Q4
$103M Sell
447,871
-7,318
-2% -$1.67M 1.85% 6
2025
Q3
$99.9M Buy
455,189
+469
+0.1% +$106K 2.04% 5
2025
Q2
$97.7M Buy
454,720
+21,501
+5% +$4.25M 2.28% 5
2025
Q1
$82.4M Sell
433,219
-789
-0.2% -$171K 2.12% 5
2024
Q4
$95.8M Buy
434,008
+1,584
+0.4% +$324K 2.35% 4
2024
Q3
$80.6M Sell
432,424
-9,540
-2% -$1.74M 2.13% 5
2024
Q2
$85.4M Sell
441,964
-6,524
-1% -$1.2M 2.47% 4
2024
Q1
$80.9M Sell
448,488
-36,562
-8% -$6.1M 2.45% 4
2023
Q4
$73.7M Buy
485,050
+184,677
+61% +$25.9M 2.41% 4
2023
Q3
$38.2M Buy
300,373
+1,117
+0.4% +$150K 1.55% 10
2023
Q2
$39M Buy
299,256
+108,605
+57% +$12.4M 1.53% 10
2023
Q1
$19.7M Sell
190,651
-6,036
-3% -$583K 1.12% 14
2022
Q4
$16.5M Buy
196,687
+44,675
+29% +$4.41M 1.02% 14
2022
Q3
$17.2M Buy
152,012
+4,197
+3% +$530K 1.48% 10
2022
Q2
$15.7M Buy
147,815
+4,055
+3% +$507K 1.31% 12
2022
Q1
$23.4M Sell
143,760
-820
-0.6% -$127K 1.66% 9
2021
Q4
$24.1M Buy
144,580
+9,960
+7% +$1.7M 1.72% 9
2021
Q3
$22.1M Buy
134,620
+3,980
+3% +$687K 1.92% 7
2021
Q2
$22.5M Buy
130,640
+10,840
+9% +$1.8M 2% 8
2021
Q1
$18.5M Buy
119,800
+6,940
+6% +$1.1M 1.89% 6
2020
Q4
$18.4M Buy
112,860
+14,700
+15% +$2.35M 2.14% 4
2020
Q3
$15.5M Sell
98,160
-880
-0.9% -$139K 2.16% 5
2020
Q2
$13.7M Buy
99,040
+2,780
+3% +$336K 2.17% 7
2020
Q1
$9.83M Buy
96,260
+45,400
+89% +$4.39M 1.83% 9
2019
Q4
$4.84M Sell
50,860
-10,000
-16% -$885K 0.99% 23
2019
Q3
$5.38M Sell
60,860
-80
-0.1% -$7.42K 1.26% 18
2019
Q2
$5.77M Buy
60,940
+21,520
+55% +$2M 1.35% 15
2019
Q1
$3.75M Sell
39,420
-29,040
-42% -$2.42M 0.87% 32
2018
Q4
$5.71M Buy
68,460
+20,760
+44% +$1.73M 1.46% 13
2018
Q3
$4.78M Sell
47,700
-9,840
-17% -$925K 1.18% 16
2018
Q2
$4.89M Buy
57,540
+43,420
+308% +$3.45M 1.47% 13
2018
Q1
$1.02M Buy
14,120
+1,360
+11% +$97.3K 0.38% 55
2017
Q4
$746K Sell
12,760
-57,000
-82% -$3.14M 0.28% 65
2017
Q3
$3.35M Sell
69,760
-67,040
-49% -$3.29M 1.09% 25
2017
Q2
$6.62M Sell
136,800
-15,360
-10% -$733K 1.44% 10
2017
Q1
$6.75M Buy
152,160
+4,720
+3% +$197K 1.43% 10
2016
Q4
$6.26M Buy
147,440
+35,400
+32% +$1.39M 1.37% 9
2016
Q3
$4.69M Buy
112,040
+1,060
+1% +$40.6K 1.2% 18
2016
Q2
$3.97M Buy
110,980
+5,640
+5% +$191K 1.06% 23
2016
Q1
$3.36M Sell
105,340
-60
-0.1% -$1.7K 1.05% 29
2015
Q4
$3.56M Sell
105,400
-2,020
-2% -$63.7K 0.98% 27
2015
Q3
$2.75M Buy
107,420
+1,620
+2% +$41K 0.82% 27
2015
Q2
$2.3M Buy
105,800
+2,040
+2% +$42.6K 0.6% 48
2015
Q1
$1.93M Buy
103,760
+29,780
+40% +$524K 0.53% 55
2014
Q4
$1.15M Buy
73,980
+17,760
+32% +$277K 0.34% 71
2014
Q3
$906K Sell
56,220
-86,900
-61% -$1.45M 0.27% 87
2014
Q2
$2.32M Buy
143,120
+8,620
+6% +$136K 0.66% 46
2014
Q1
$2.26M Buy
134,500
+400
+0.3% +$7.42K 1.25% 30
2013
Q4
$2.67M Buy
+134,100
New +$2.41M 1.48% 23

Other funds holding AMZN

Perigon Wealth Management's AMZN Position: Q1 2026 in Review

Perigon Wealth Management reduced its Amazon (AMZN) stake by 0.78% in Q1 2026, selling an estimated $771K and leaving 444,368 shares worth $92.5M. The position accounts for 1.68% of the portfolio, ranked #7.

Perigon Wealth Management first reported a position in AMZN in Q4 2013 and has held it in 50 quarters since. The position peaked at $103M in Q4 2025. 5,981 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Perigon Wealth Management held 444,368 shares of Amazon worth $92.5M as of Q1 2026.
  • Perigon Wealth Management sold 3,503 Amazon shares in Q1 2026, an estimated $771K.
  • Amazon made up 1.68% of Perigon Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Perigon Wealth Management first reported a position in Amazon in Q4 2013 and has held it in 50 quarters since.
  • Perigon Wealth Management's Amazon position peaked at $103M in Q4 2025.
  • 5,981 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.