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Pinnacle Wealth Management Advisory Group’s Amazon AMZN Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$16.6M Sell
79,483
-1,810
-2% -$399K 1.13% 24
2025
Q4 		$18.8M Buy
81,293
+5,178
+7% +$1.18M 1.29% 19
2025
Q3 		$16.7M Buy
76,115
+1,309
+2% +$296K 1.25% 20
2025
Q2 		$16.4M Buy
74,806
+271
+0.4% +$53.6K 1.36% 19
2025
Q1 		$14.2M Buy
74,535
+4,175
+6% +$906K 1.32% 19
2024
Q4 		$15.4M Buy
70,360
+309
+0.4% +$63.2K 1.44% 18
2024
Q3 		$13.1M Sell
70,051
-1,325
-2% -$242K 1.25% 20
2024
Q2 		$13.8M Buy
71,376
+4,562
+7% +$838K 1.42% 18
2024
Q1 		$12.1M Buy
66,814
+909
+1% +$152K 1.29% 20
2023
Q4 		$10M Buy
65,905
+116
+0.2% +$16.3K 1.17% 22
2023
Q3 		$8.36M Sell
65,789
-421
-0.6% -$56.4K 1.08% 22
2023
Q2 		$8.63M Buy
66,210
+3,051
+5% +$348K 1.07% 22
2023
Q1 		$6.52M Buy
63,159
+5,985
+10% +$578K 0.88% 26
2022
Q4 		$4.8M Sell
57,174
-5,285
-8% -$522K 0.72% 34
2022
Q3 		$7.06M Buy
62,459
+7,788
+14% +$984K 1.17% 21
2022
Q2 		$5.81M Buy
54,671
+3,791
+7% +$474K 0.94% 24
2022
Q1 		$8.29M Buy
50,880
+7,500
+17% +$1.16M 1.2% 18
2021
Q4 		$7.23M Buy
43,380
+7,800
+22% +$1.33M 1.18% 20
2021
Q3 		$5.84M Buy
35,580
+420
+1% +$72.4K 1.37% 20
2021
Q2 		$6.05M Buy
35,160
+2,920
+9% +$485K 1.42% 19
2021
Q1 		$4.99M Buy
32,240
+1,080
+3% +$171K 1.4% 20
2020
Q4 		$5.07M Buy
31,160
+8,500
+38% +$1.36M 1.55% 19
2020
Q3 		$3.57M Sell
22,660
-1,600
-7% -$252K 1.24% 21
2020
Q2 		$3.35M Buy
24,260
+3,680
+18% +$444K 1.24% 22
2020
Q1 		$2.01M Buy
20,580
+2,800
+16% +$271K 0.97% 28
2019
Q4 		$1.64M Buy
17,780
+320
+2% +$28.3K 0.61% 46
2019
Q3 		$1.51M Buy
17,460
+2,940
+20% +$273K 0.63% 45
2019
Q2 		$1.38M Hold
14,520
– – 0.58% 51
2019
Q1 		$1.29M Buy
14,520
+500
+4% +$41.6K 0.58% 54
2018
Q4 		$1.05M Buy
14,020
+5,700
+69% +$474K 0.57% 56
2018
Q3 		$833K Buy
8,320
+320
+4% +$30.1K 0.41% 71
2018
Q2 		$680K Buy
8,000
+920
+13% +$73K 0.37% 80
2018
Q1 		$512K Sell
7,080
-300
-4% -$21.5K 0.29% 88
2017
Q4 		$432K Buy
7,380
+400
+6% +$22K 0.24% 93
2017
Q3 		$336K Sell
6,980
-300
-4% -$14.7K 0.2% 108
2017
Q2 		$352K Buy
7,280
+1,980
+37% +$94.5K 0.22% 106
2017
Q1 		$235K Buy
+5,300
New +$221K 0.16% 118
2016
Q4 		– Sell
-5,380
Closed -$225K – 123
2016
Q3 		$225K Buy
+5,380
New +$206K 0.17% 113
2016
Q1 		– Sell
-16,300
Closed -$551K – 111
2015
Q4 		$551K Buy
+16,300
New +$514K 0.5% 62

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 Wealth Management Advisory Group's AMZN Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Amazon (AMZN) stake by 2.2% in Q1 2026, selling an estimated $399K and leaving 79,483 shares worth $16.6M. The position accounts for 1.13% of the portfolio, ranked #24.

Pinnacle Wealth Management Advisory Group first reported a position in AMZN in Q4 2015 and has held it in 39 quarters since. The position peaked at $18.8M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 79,483 shares of Amazon worth $16.6M as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group sold 1,810 Amazon shares in Q1 2026, an estimated $399K.
  • Amazon made up 1.13% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #24 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Amazon in Q4 2015 and has held it in 39 quarters since.
  • Pinnacle Wealth Management Advisory Group's Amazon position peaked at $18.8M in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.