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Pinnacle Family Advisors’s Amazon AMZN Stock Holding History

Pinnacle Family Advisors’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.84M Sell
13,639
-1,056
-7% -$233K 1.33% 19
2025
Q4 		$3.39M Sell
14,695
-439
-3% -$100K 1.49% 17
2025
Q3 		$3.32M Sell
15,134
-2,620
-15% -$593K 1.45% 19
2025
Q2 		$3.91M Buy
17,754
+2,670
+18% +$528K 1.9% 11
2025
Q1 		$2.87M Sell
15,084
-1,179
-7% -$256K 1.56% 20
2024
Q4 		$3.57M Sell
16,263
-1,542
-9% -$315K 1.73% 14
2024
Q3 		$3.32M Sell
17,805
-353
-2% -$64.4K 1.72% 18
2024
Q2 		$3.51M Buy
18,158
+307
+2% +$56.4K 1.94% 13
2024
Q1 		$3.22M Sell
17,851
-1,189
-6% -$198K 1.72% 19
2023
Q4 		$2.89M Sell
19,040
-51,699
-73% -$7.25M 1.7% 17
2023
Q3 		$8.99M Sell
70,739
-363
-0.5% -$48.6K 5.15% 6
2023
Q2 		$9.27M Sell
71,102
-1,252
-2% -$143K 5% 4
2023
Q1 		$7.47M Sell
72,354
-10,538
-13% -$1.02M 4.55% 4
2022
Q4 		$6.96M Sell
82,892
-3,006
-3% -$297K 4.97% 5
2022
Q3 		$9.71M Buy
85,898
+6,406
+8% +$810K 8.41% 2
2022
Q2 		$8.44M Sell
79,492
-1,448
-2% -$181K 6.9% 2
2022
Q1 		$13.2M Sell
80,940
-3,280
-4% -$507K 7.03% 3
2021
Q4 		$14M Buy
84,220
+700
+0.8% +$120K 6.36% 3
2021
Q3 		$13.7M Sell
83,520
-80
-0.1% -$13.8K 6.14% 3
2021
Q2 		$14.4M Buy
83,600
+14,660
+21% +$2.44M 6.28% 2
2021
Q1 		$10.7M Sell
68,940
-2,200
-3% -$349K 5.59% 2
2020
Q4 		$11.6M Sell
71,140
-15,400
-18% -$2.46M 7.09% 2
2020
Q3 		$13.6M Buy
86,540
+12,820
+17% +$2.02M 9.21% 3
2020
Q2 		$10.2M Buy
73,720
+3,820
+5% +$461K 8.88% 2
2020
Q1 		$6.82M Sell
69,900
-2,140
-3% -$207K 8.2% 3
2019
Q4 		$6.66M Buy
72,040
+10,060
+16% +$890K 6% 2
2019
Q3 		$5.38M Buy
61,980
+640
+1% +$59.3K 4.75% 7
2019
Q2 		$5.81M Buy
61,340
+5,720
+10% +$533K 4.82% 8
2019
Q1 		$4.95M Sell
55,620
-3,120
-5% -$260K 4.4% 5
2018
Q4 		$4.41M Buy
58,740
+22,300
+61% +$1.85M 2.97% 10
2018
Q3 		$3.65M Buy
36,440
+11,560
+46% +$1.09M 1.93% 14
2018
Q2 		$2.12M Buy
24,880
+3,320
+15% +$264K 1.13% 19
2018
Q1 		$1.56M Buy
21,560
+9,340
+76% +$668K 0.89% 21
2017
Q4 		$715K Sell
12,220
-3,620
-23% -$199K 0.33% 50
2017
Q3 		$761K Buy
15,840
+2,620
+20% +$129K 0.36% 50
2017
Q2 		$640K Sell
13,220
-4,980
-27% -$238K 0.36% 44
2017
Q1 		$807K Buy
18,200
+9,520
+110% +$397K 0.5% 40
2016
Q4 		$325K Buy
+8,680
New +$340K 0.2% 55

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pinnacle Family Advisors's AMZN Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its Amazon (AMZN) stake by 7.2% in Q1 2026, selling an estimated $233K and leaving 13,639 shares worth $2.84M. The position accounts for 1.33% of the portfolio, ranked #19.

Pinnacle Family Advisors first reported a position in AMZN in Q4 2016 and has held it in 38 quarters since. The position peaked at $14.4M in Q2 2021. 5,984 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Pinnacle Family Advisors held 13,639 shares of Amazon worth $2.84M as of Q1 2026.
  • Pinnacle Family Advisors sold 1,056 Amazon shares in Q1 2026, an estimated $233K.
  • Amazon made up 1.33% of Pinnacle Family Advisors's portfolio in Q1 2026, its #19 holding.
  • Pinnacle Family Advisors first reported a position in Amazon in Q4 2016 and has held it in 38 quarters since.
  • Pinnacle Family Advisors's Amazon position peaked at $14.4M in Q2 2021.
  • 5,984 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.