Plante Moran Financial 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 | $3.19M | Sell |
13,393
-690
| -5% | -$173K | 0.15% | 20 |
|
|
2026
Q1 | $2.93M | Sell |
14,083
-9,720
| -41% | -$2.14M | 0.19% | 16 |
|
|
2025
Q4 | $5.49M | Buy |
23,803
+1,005
| +4% | +$230K | 0.35% | 14 |
|
|
2025
Q3 | $5.01M | Sell |
22,798
-1,194
| -5% | -$270K | 0.31% | 14 |
|
|
2025
Q2 | $5.26M | Sell |
23,992
-211
| -0.9% | -$41.8K | 0.37% | 14 |
|
|
2025
Q1 | $4.6M | Buy |
24,203
+387
| +2% | +$84K | 0.4% | 14 |
|
|
2024
Q4 | $5.22M | Buy |
23,816
+950
| +4% | +$194K | 0.43% | 13 |
|
|
2024
Q3 | $4.26M | Sell |
22,866
-189
| -0.8% | -$34.5K | 0.36% | 15 |
|
|
2024
Q2 | $4.46M | Buy |
23,055
+2,279
| +11% | +$419K | 0.45% | 15 |
|
|
2024
Q1 | $3.75M | Sell |
20,776
-673
| -3% | -$112K | 0.4% | 16 |
|
|
2023
Q4 | $3.26M | Buy |
21,449
+374
| +2% | +$52.4K | 0.34% | 20 |
|
|
2023
Q3 | $2.68M | Buy |
21,075
+1,476
| +8% | +$198K | 0.32% | 22 |
|
|
2023
Q2 | $2.55M | Sell |
19,599
-2,934
| -13% | -$335K | 0.3% | 23 |
|
|
2023
Q1 | $2.33M | Sell |
22,533
-1,611
| -7% | -$156K | 0.32% | 23 |
|
|
2022
Q4 | $2.03M | Sell |
24,144
-790
| -3% | -$78K | 0.29% | 26 |
|
|
2022
Q3 | $2.82M | Buy |
24,934
+681
| +3% | +$86.1K | 0.48% | 21 |
|
|
2022
Q2 | $2.58M | Buy |
24,253
+1,593
| +7% | +$199K | 0.43% | 19 |
|
|
2022
Q1 | $3.69M | Sell |
22,660
-4,280
| -16% | -$661K | 0.69% | 16 |
|
|
2021
Q4 | $4.49M | Sell |
26,940
-3,900
| -13% | -$667K | 0.73% | 15 |
|
|
2021
Q3 | $5.07M | Buy |
30,840
+1,320
| +4% | +$228K | 1.12% | 13 |
|
|
2021
Q2 | $5.08M | Buy |
29,520
+6,660
| +29% | +$1.11M | 1.23% | 13 |
|
|
2021
Q1 | $3.54M | Sell |
22,860
-4,060
| -15% | -$644K | 0.97% | 13 |
|
|
2020
Q4 | $4.38M | Buy |
26,920
+7,100
| +36% | +$1.13M | 1.35% | 12 |
|
|
2020
Q3 | $3.12M | Buy |
19,820
+2,200
| +12% | +$347K | 1.1% | 12 |
|
|
2020
Q2 | $2.43M | Buy |
17,620
+2,340
| +15% | +$283K | 0.97% | 14 |
|
|
2020
Q1 | $1.49M | Buy |
15,280
+900
| +6% | +$87.1K | 0.68% | 22 |
|
|
2019
Q4 | $1.33M | Sell |
14,380
-4,620
| -24% | -$409K | 0.46% | 33 |
|
|
2019
Q3 | $1.65M | Buy |
19,000
+920
| +5% | +$85.3K | 0.48% | 27 |
|
|
2019
Q2 | $1.71M | Sell |
18,080
-3,440
| -16% | -$320K | 0.53% | 25 |
|
|
2019
Q1 | $1.92M | Sell |
21,520
-2,560
| -11% | -$213K | 0.59% | 21 |
|
|
2018
Q4 | $1.81M | Buy |
24,080
+10,320
| +75% | +$858K | 0.63% | 21 |
|
|
2018
Q3 | $1.38M | Buy |
13,760
+1,360
| +11% | +$128K | 0.45% | 28 |
|
|
2018
Q2 | $1.05M | Sell |
12,400
-8,160
| -40% | -$648K | 0.53% | 35 |
|
|
2018
Q1 | $1.49M | Buy |
20,560
+12,100
| +143% | +$865K | 0.81% | 22 |
|
|
2017
Q4 | $495K | Sell |
8,460
-20
| -0.2% | -$1.1K | 0.27% | 69 |
|
|
2017
Q3 | $408K | Buy |
8,480
+540
| +7% | +$26.5K | 0.24% | 77 |
|
|
2017
Q2 | $384K | Sell |
7,940
-2,180
| -22% | -$104K | 0.24% | 79 |
|
|
2017
Q1 | $449K | Sell |
10,120
-820
| -7% | -$34.2K | 0.27% | 81 |
|
|
2016
Q4 | $410K | Buy |
10,940
+2,180
| +25% | +$85.4K | 0.26% | 76 |
|
|
2016
Q3 | $367K | Buy |
8,760
+1,340
| +18% | +$51.3K | 0.25% | 82 |
|
|
2016
Q2 | $265K | Buy |
7,420
+540
| +8% | +$18.3K | 0.19% | 93 |
|
|
2016
Q1 | $204K | Sell |
6,880
-800
| -10% | -$22.7K | 0.16% | 107 |
|
|
2015
Q4 | $260K | Sell |
7,680
-5,520
| -42% | -$174K | 0.2% | 87 |
|
|
2015
Q3 | $338K | Buy |
13,200
+2,040
| +18% | +$51.6K | 0.27% | 73 |
|
|
2015
Q2 | $242K | Sell |
11,160
-600
| -5% | -$12.5K | 0.17% | 99 |
|
|
2015
Q1 | $219K | Buy |
11,760
+120
| +1% | +$2.11K | 0.15% | 104 |
|
|
2014
Q4 | $181K | Hold |
11,640
| – | – | 0.13% | 112 |
|
|
2014
Q3 | $188K | Sell |
11,640
-1,740
| -13% | -$28.9K | 0.16% | 102 |
|
|
2014
Q2 | $217K | Buy |
13,380
+10,220
| +323% | +$162K | 0.19% | 82 |
|
|
2014
Q1 | $53K | Hold |
3,160
| – | – | 0.06% | 166 |
|
|
2013
Q4 | $63K | Sell |
3,160
-1,400
| -31% | -$25.2K | 0.04% | 197 |
|
|
2013
Q3 | $71K | Buy |
4,560
+1,640
| +56% | +$24.4K | 0.04% | 154 |
|
|
2013
Q2 | $41K | Buy |
+2,920
| New | +$38.9K | 0.03% | 180 |
|
Other funds holding AMZN
Plante Moran Financial Advisors's AMZN Position: Q2 2026 in Review
Plante Moran Financial Advisors reduced its Amazon (AMZN) stake by 4.9% in Q2 2026, selling an estimated $173K and leaving 13,393 shares worth $3.19M. The position accounts for 0.15% of the portfolio, ranked #20.
Plante Moran Financial Advisors first reported a position in AMZN in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.49M in Q4 2025. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Plante Moran Financial Advisors held 13,393 shares of Amazon worth $3.19M as of Q2 2026.
- Plante Moran Financial Advisors sold 690 Amazon shares in Q2 2026, an estimated $173K.
- Amazon made up 0.15% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #20 holding.
- Plante Moran Financial Advisors first reported a position in Amazon in Q2 2013 and has held it in 53 quarters since.
- Plante Moran Financial Advisors's Amazon position peaked at $5.49M in Q4 2025.
- 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.