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Regal Investment Advisors’s Amazon AMZN Stock Holding History

Regal Investment Advisors’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 		$8.39M Buy
40,300
+1,564
+4% +$344K 0.48% 49
2025
Q4 		$8.94M Sell
38,736
-623
-2% -$143K 0.53% 44
2025
Q3 		$8.64M Buy
39,359
+2,166
+6% +$490K 0.56% 42
2025
Q2 		$8.16M Buy
37,193
+1,378
+4% +$273K 0.61% 39
2025
Q1 		$6.81M Sell
35,815
-8,347
-19% -$1.81M 0.55% 45
2024
Q4 		$9.69M Sell
44,162
-8,509
-16% -$1.74M 0.73% 27
2024
Q3 		$9.81M Sell
52,671
-23,350
-31% -$4.26M 0.69% 27
2024
Q2 		$14.7M Buy
76,021
+4,092
+6% +$752K 0.96% 19
2024
Q1 		$13M Buy
71,929
+699
+1% +$117K 0.89% 24
2023
Q4 		$10.8M Buy
71,230
+1,211
+2% +$170K 0.82% 23
2023
Q3 		$8.9M Buy
70,019
+270
+0.4% +$36.2K 0.75% 29
2023
Q2 		$9.09M Sell
69,749
-1,925
-3% -$220K 0.76% 31
2023
Q1 		$7.4M Buy
71,674
+2,821
+4% +$273K 0.65% 37
2022
Q4 		$5.78M Buy
68,853
+660
+1% +$65.2K 0.56% 51
2022
Q3 		$7.71M Sell
68,193
-11,870
-15% -$1.5M 0.81% 28
2022
Q2 		$8.5M Buy
80,063
+24,723
+45% +$3.09M 0.89% 25
2022
Q1 		$9.02M Buy
55,340
+640
+1% +$98.9K 0.83% 28
2021
Q4 		$9.12M Buy
54,700
+660
+1% +$113K 0.81% 26
2021
Q3 		$8.88M Buy
54,040
+3,340
+7% +$576K 0.86% 26
2021
Q2 		$8.72M Buy
+50,700
New +$8.43M 0.87% 26
2021
Q1 		– Sell
-51,640
Closed -$8.41M – 45
2020
Q4 		$8.41M Buy
+51,640
New +$8.24M 0.95% 21
2020
Q1 		– Sell
-35,180
Closed -$3.25M – 46
2019
Q4 		$3.25M Buy
35,180
+120
+0.3% +$10.6K 0.58% 45
2019
Q3 		$3.04M Sell
35,060
-1,020
-3% -$94.6K 0.59% 42
2019
Q2 		$3.42M Buy
36,080
+920
+3% +$85.7K 0.67% 35
2019
Q1 		$3.13M Buy
35,160
+1,060
+3% +$88.2K 0.64% 44
2018
Q4 		$2.56M Buy
34,100
+14,700
+76% +$1.22M 0.56% 50
2018
Q3 		$1.94M Buy
19,400
+11,380
+142% +$1.07M 0.41% 74
2018
Q2 		$682K Sell
8,020
-6,260
-44% -$497K 0.21% 137
2018
Q1 		$1.03M Buy
14,280
+2,120
+17% +$152K 0.23% 120
2017
Q4 		$711K Sell
12,160
-460
-4% -$25.3K 0.16% 147
2017
Q3 		$607K Buy
12,620
+1,880
+18% +$92.3K 0.14% 158
2017
Q2 		$520K Buy
10,740
+4,080
+61% +$195K 0.13% 163
2017
Q1 		$295K Buy
+6,660
New +$278K 0.08% 211
2015
Q4 		– Sell
-1,080
Closed -$27K – 290
2015
Q3 		$27K Buy
1,080
+340
+46% +$8.6K 0.01% 508
2015
Q2 		$16K Sell
740
-260
-26% -$5.43K ﹤0.01% 585
2015
Q1 		$19K Hold
1,000
– – ﹤0.01% 572
2014
Q4 		$16K Sell
1,000
-138,360
-99% -$2.16M ﹤0.01% 565
2014
Q3 		$2.25M Buy
139,360
+4,080
+3% +$67.9K 0.68% 51
2014
Q2 		$2.2M Buy
+135,280
New +$2.14M 0.78% 44

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

Regal Investment Advisors's AMZN Position: Q1 2026 in Review

Regal Investment Advisors increased its Amazon (AMZN) stake by 4% in Q1 2026, buying an estimated $344K and bringing the position to 40,300 shares worth $8.39M. The position accounts for 0.48% of the portfolio, ranked #49.

Regal Investment Advisors first reported a position in AMZN in Q2 2014 and has held it in 39 quarters since. The position peaked at $14.7M in Q2 2024. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Regal Investment Advisors held 40,300 shares of Amazon worth $8.39M as of Q1 2026.
  • Regal Investment Advisors bought 1,564 Amazon shares in Q1 2026, an estimated $344K.
  • Amazon made up 0.48% of Regal Investment Advisors's portfolio in Q1 2026, its #49 holding.
  • Regal Investment Advisors first reported a position in Amazon in Q2 2014 and has held it in 39 quarters since.
  • Regal Investment Advisors's Amazon position peaked at $14.7M in Q2 2024.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.