Pinnacle Wealth Planning Services’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 | $11.3M | Sell |
54,318
-516
| -0.9% | -$114K | 1.17% | 12 |
|
|
2025
Q4 | $12.7M | Sell |
54,834
-1,208
| -2% | -$276K | 1.32% | 11 |
|
|
2025
Q3 | $12.3M | Buy |
56,042
+5,714
| +11% | +$1.29M | 1.44% | 10 |
|
|
2025
Q2 | $11M | Buy |
50,328
+5,017
| +11% | +$993K | 1.45% | 10 |
|
|
2025
Q1 | $8.62M | Buy |
45,311
+982
| +2% | +$213K | 1.3% | 12 |
|
|
2024
Q4 | $9.73M | Sell |
44,329
-11,485
| -21% | -$2.35M | 1.46% | 11 |
|
|
2024
Q3 | $10.4M | Buy |
55,814
+755
| +1% | +$138K | 1.41% | 10 |
|
|
2024
Q2 | $10.6M | Buy |
55,059
+315
| +0.6% | +$57.9K | 1.52% | 11 |
|
|
2024
Q1 | $9.87M | Sell |
54,744
-1,825
| -3% | -$305K | 1.45% | 11 |
|
|
2023
Q4 | $8.6M | Buy |
56,569
+614
| +1% | +$86.1K | 1.35% | 10 |
|
|
2023
Q3 | $7.11M | Buy |
55,955
+3,970
| +8% | +$532K | 1.17% | 13 |
|
|
2023
Q2 | $6.78M | Sell |
51,985
-746
| -1% | -$85.2K | 1.09% | 13 |
|
|
2023
Q1 | $5.45M | Buy |
52,731
+13,914
| +36% | +$1.34M | 0.91% | 15 |
|
|
2022
Q4 | $3.26M | Sell |
38,817
-11,625
| -23% | -$1.15M | 0.58% | 28 |
|
|
2022
Q3 | $5.7M | Buy |
50,442
+6,301
| +14% | +$796K | 1.05% | 17 |
|
|
2022
Q2 | $4.69M | Buy |
44,141
+1,361
| +3% | +$170K | 0.84% | 18 |
|
|
2022
Q1 | $6.97M | Sell |
42,780
-3,000
| -7% | -$464K | 1.27% | 16 |
|
|
2021
Q4 | $7.63M | Buy |
45,780
+3,540
| +8% | +$606K | 1.49% | 14 |
|
|
2021
Q3 | $6.94M | Buy |
42,240
+1,520
| +4% | +$262K | 1.53% | 14 |
|
|
2021
Q2 | $7M | Buy |
40,720
+180
| +0.4% | +$29.9K | 1.63% | 13 |
|
|
2021
Q1 | $6.27M | Buy |
40,540
+3,700
| +10% | +$586K | 1.61% | 14 |
|
|
2020
Q4 | $6M | Buy |
36,840
+1,480
| +4% | +$236K | 1.43% | 10 |
|
|
2020
Q3 | $5.57M | Buy |
35,360
+200
| +0.6% | +$31.5K | 1.84% | 10 |
|
|
2020
Q2 | $4.85M | Sell |
35,160
-4,600
| -12% | -$556K | 1.58% | 15 |
|
|
2020
Q1 | $3.88M | Buy |
39,760
+11,880
| +43% | +$1.15M | 1.84% | 11 |
|
|
2019
Q4 | $2.58M | Buy |
27,880
+6,460
| +30% | +$572K | 1.21% | 13 |
|
|
2019
Q3 | $1.86M | Buy |
21,420
+2,840
| +15% | +$263K | 1.01% | 17 |
|
|
2019
Q2 | $1.76M | Buy |
18,580
+3,360
| +22% | +$313K | 1.06% | 15 |
|
|
2019
Q1 | $1.36M | Sell |
15,220
-2,360
| -13% | -$196K | 0.91% | 19 |
|
|
2018
Q4 | $1.32M | Buy |
17,580
+1,320
| +8% | +$110K | 0.84% | 22 |
|
|
2018
Q3 | $1.63M | Sell |
16,260
-640
| -4% | -$60.2K | 1.49% | 12 |
|
|
2018
Q2 | $1.44M | Buy |
16,900
+2,220
| +15% | +$176K | 1.39% | 14 |
|
|
2018
Q1 | $1.06M | Buy |
14,680
+11,540
| +368% | +$825K | 1.09% | 19 |
|
|
2017
Q4 | $184K | Buy |
+3,140
| New | +$173K | 0.37% | 61 |
|
Other funds holding AMZN
VCM
VPM
Pinnacle Wealth Planning Services's AMZN Position: Q1 2026 in Review
Pinnacle Wealth Planning Services reduced its Amazon (AMZN) stake by 0.94% in Q1 2026, selling an estimated $114K and leaving 54,318 shares worth $11.3M. The position accounts for 1.17% of the portfolio, ranked #12.
Pinnacle Wealth Planning Services first reported a position in AMZN in Q4 2017 and has held it in 34 quarters since. The position peaked at $12.7M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Pinnacle Wealth Planning Services held 54,318 shares of Amazon worth $11.3M as of Q1 2026.
- Pinnacle Wealth Planning Services sold 516 Amazon shares in Q1 2026, an estimated $114K.
- Amazon made up 1.17% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #12 holding.
- Pinnacle Wealth Planning Services first reported a position in Amazon in Q4 2017 and has held it in 34 quarters since.
- Pinnacle Wealth Planning Services's Amazon position peaked at $12.7M in Q4 2025.
- 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.