ProVise Management Group’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 | $29.3M | Buy |
140,724
+1,209
| +0.9% | +$266K | 2.11% | 11 |
|
|
2025
Q4 | $32.2M | Buy |
139,515
+1,380
| +1% | +$316K | 2.29% | 11 |
|
|
2025
Q3 | $30.3M | Buy |
138,135
+2,171
| +2% | +$491K | 2.24% | 10 |
|
|
2025
Q2 | $29.8M | Buy |
135,964
+1,937
| +1% | +$383K | 2.36% | 9 |
|
|
2025
Q1 | $25.5M | Sell |
134,027
-307
| -0.2% | -$66.6K | 2.16% | 12 |
|
|
2024
Q4 | $29.5M | Sell |
134,334
-8,380
| -6% | -$1.71M | 2.53% | 6 |
|
|
2024
Q3 | $26.6M | Buy |
142,714
+193
| +0.1% | +$35.2K | 2.11% | 9 |
|
|
2024
Q2 | $27.5M | Buy |
142,521
+2,996
| +2% | +$550K | 2.34% | 5 |
|
|
2024
Q1 | $25.2M | Sell |
139,525
-6,401
| -4% | -$1.07M | 2.18% | 5 |
|
|
2023
Q4 | $22.2M | Buy |
145,926
+1,778
| +1% | +$249K | 1.88% | 6 |
|
|
2023
Q3 | $18.3M | Buy |
144,148
+5,086
| +4% | +$682K | 1.7% | 13 |
|
|
2023
Q2 | $18.1M | Buy |
139,062
+7,922
| +6% | +$905K | 1.64% | 12 |
|
|
2023
Q1 | $13.5M | Buy |
131,140
+11,290
| +9% | +$1.09M | 1.3% | 21 |
|
|
2022
Q4 | $10.1M | Sell |
119,850
-7,530
| -6% | -$744K | 1.02% | 29 |
|
|
2022
Q3 | $14.4M | Sell |
127,380
-5,994
| -4% | -$758K | 1.61% | 10 |
|
|
2022
Q2 | $14.2M | Buy |
133,374
+3,074
| +2% | +$385K | 1.51% | 11 |
|
|
2022
Q1 | $21.2M | Buy |
130,300
+4,600
| +4% | +$711K | 2.01% | 6 |
|
|
2021
Q4 | $21M | Buy |
125,700
+1,620
| +1% | +$277K | 1.9% | 6 |
|
|
2021
Q3 | $20.4M | Buy |
124,080
+1,060
| +0.9% | +$183K | 2.02% | 6 |
|
|
2021
Q2 | $21.2M | Sell |
123,020
-1,960
| -2% | -$326K | 2.16% | 5 |
|
|
2021
Q1 | $19.3M | Buy |
124,980
+980
| +0.8% | +$155K | 2.08% | 6 |
|
|
2020
Q4 | $20.2M | Sell |
124,000
-5,280
| -4% | -$843K | 2.33% | 5 |
|
|
2020
Q3 | $20.4M | Sell |
129,280
-1,220
| -0.9% | -$192K | 2.72% | 4 |
|
|
2020
Q2 | $18M | Sell |
130,500
-6,760
| -5% | -$816K | 2.58% | 4 |
|
|
2020
Q1 | $13.4M | Sell |
137,260
-6,640
| -5% | -$643K | 2.24% | 5 |
|
|
2019
Q4 | $13.3M | Sell |
143,900
-1,500
| -1% | -$133K | 1.64% | 8 |
|
|
2019
Q3 | $12.6M | Buy |
145,400
+1,120
| +0.8% | +$104K | 1.67% | 8 |
|
|
2019
Q2 | $13.7M | Buy |
144,280
+6,880
| +5% | +$641K | 1.83% | 7 |
|
|
2019
Q1 | $12.2M | Buy |
137,400
+2,820
| +2% | +$235K | 1.72% | 9 |
|
|
2018
Q4 | $10.1M | Sell |
134,580
-4,500
| -3% | -$374K | 1.6% | 11 |
|
|
2018
Q3 | $13.9M | Sell |
139,080
-4,120
| -3% | -$387K | 1.83% | 8 |
|
|
2018
Q2 | $54.6K | Buy |
143,200
+8,800
| +7% | +$698K | 4.11% | 2 |
|
|
2018
Q1 | $9.73M | Sell |
134,400
-640
| -0.5% | -$45.8K | 1.43% | 12 |
|
|
2017
Q4 | $7.9M | Sell |
135,040
-7,160
| -5% | -$394K | 1.13% | 23 |
|
|
2017
Q3 | $6.83M | Buy |
142,200
+3,360
| +2% | +$165K | 0.99% | 27 |
|
|
2017
Q2 | $6.72M | Buy |
138,840
+9,300
| +7% | +$444K | 1.02% | 24 |
|
|
2017
Q1 | $5.74M | Buy |
129,540
+23,400
| +22% | +$975K | 0.92% | 27 |
|
|
2016
Q4 | $3.98M | Buy |
106,140
+9,700
| +10% | +$380K | 0.68% | 39 |
|
|
2016
Q3 | $4.04M | Buy |
96,440
+29,940
| +45% | +$1.15M | 0.7% | 38 |
|
|
2016
Q2 | $2.38M | Buy |
66,500
+37,000
| +125% | +$1.25M | 0.44% | 71 |
|
|
2016
Q1 | $876K | Buy |
29,500
+22,800
| +340% | +$647K | 0.18% | 133 |
|
|
2015
Q4 | $227K | Buy |
+6,700
| New | +$211K | 0.05% | 251 |
|
Other funds holding AMZN
VCM
VPM
ProVise Management Group's AMZN Position: Q1 2026 in Review
ProVise Management Group increased its Amazon (AMZN) stake by 0.87% in Q1 2026, buying an estimated $266K and bringing the position to 140,724 shares worth $29.3M. The position accounts for 2.11% of the portfolio, ranked #11.
ProVise Management Group first reported a position in AMZN in Q4 2015 and has held it in 42 quarters since. The position peaked at $32.2M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- ProVise Management Group held 140,724 shares of Amazon worth $29.3M as of Q1 2026.
- ProVise Management Group bought 1,209 Amazon shares in Q1 2026, an estimated $266K.
- Amazon made up 2.11% of ProVise Management Group's portfolio in Q1 2026, its #11 holding.
- ProVise Management Group first reported a position in Amazon in Q4 2015 and has held it in 42 quarters since.
- ProVise Management Group's Amazon position peaked at $32.2M in Q4 2025.
- 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.