Provenance Wealth 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
$2.05M Buy
8,581
+855
+11% +$215K 0.19% 30
2026
Q1
$1.61M Sell
7,726
-101
-1% -$22.2K 0.17% 29
2025
Q4
$1.81M Sell
7,827
-289
-4% -$66.1K 0.2% 27
2025
Q3
$1.78M Buy
8,116
+2,818
+53% +$638K 0.23% 25
2025
Q2
$1.16M Sell
5,298
-5,528
-51% -$1.09M 0.17% 31
2025
Q1
$2.06M Sell
10,826
-13,155
-55% -$2.85M 0.3% 23
2024
Q4
$5.26M Buy
23,981
+18,073
+306% +$3.7M 0.68% 17
2024
Q3
$1.1M Sell
5,908
-225
-4% -$41.1K 0.14% 63
2024
Q2
$1.19M Sell
6,133
-45
-0.7% -$8.27K 0.17% 51
2024
Q1
$1.11M Sell
6,178
-1,437
-19% -$240K 0.16% 59
2023
Q4
$1.16M Buy
7,615
+857
+13% +$120K 0.16% 52
2023
Q3
$859K Buy
+6,758
New +$906K 0.14% 59

Other funds holding AMZN

Provenance Wealth Advisors's AMZN Position: Q2 2026 in Review

Provenance Wealth Advisors increased its Amazon (AMZN) stake by 11% in Q2 2026, buying an estimated $215K and bringing the position to 8,581 shares worth $2.05M. The position accounts for 0.19% of the portfolio, ranked #30.

Provenance Wealth Advisors first reported a position in AMZN in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.26M in Q4 2024. 2,360 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Provenance Wealth Advisors held 8,581 shares of Amazon worth $2.05M as of Q2 2026.
  • Provenance Wealth Advisors bought 855 Amazon shares in Q2 2026, an estimated $215K.
  • Amazon made up 0.19% of Provenance Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Provenance Wealth Advisors first reported a position in Amazon in Q3 2023 and has held it in 12 quarters since.
  • Provenance Wealth Advisors's Amazon position peaked at $5.26M in Q4 2024.
  • 2,360 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.