Schwarz Dygos Wheeler Investment 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 | $4.64M | Sell |
19,475
-202
| -1% | -$50.7K | 0.89% | 29 |
|
|
2026
Q1 | $4.1M | Buy |
19,677
+322
| +2% | +$70.9K | 0.85% | 29 |
|
|
2025
Q4 | $4.47M | Buy |
19,355
+1,677
| +9% | +$384K | 0.92% | 26 |
|
|
2025
Q3 | $3.88M | Sell |
17,678
-299
| -2% | -$67.7K | 0.82% | 30 |
|
|
2025
Q2 | $3.94M | Sell |
17,977
-928
| -5% | -$184K | 0.9% | 30 |
|
|
2025
Q1 | $3.6M | Sell |
18,905
-646
| -3% | -$140K | 0.85% | 28 |
|
|
2024
Q4 | $4.29M | Buy |
19,551
+875
| +5% | +$179K | 1.05% | 24 |
|
|
2024
Q3 | $3.48M | Buy |
18,676
+1,388
| +8% | +$253K | 0.87% | 26 |
|
|
2024
Q2 | $3.34M | Sell |
17,288
-42
| -0.2% | -$7.72K | 0.9% | 28 |
|
|
2024
Q1 | $3.13M | Sell |
17,330
-2,711
| -14% | -$453K | 0.87% | 28 |
|
|
2023
Q4 | $3.05M | Buy |
20,041
+2,057
| +11% | +$288K | 0.94% | 25 |
|
|
2023
Q3 | $2.29M | Buy |
17,984
+384
| +2% | +$51.5K | 0.77% | 35 |
|
|
2023
Q2 | $2.29M | Sell |
17,600
-1,727
| -9% | -$197K | 0.76% | 34 |
|
|
2023
Q1 | $2M | Buy |
19,327
+5,313
| +38% | +$513K | 0.72% | 36 |
|
|
2022
Q4 | $1.18M | Sell |
14,014
-1,616
| -10% | -$160K | 0.46% | 46 |
|
|
2022
Q3 | $1.77M | Buy |
15,630
+351
| +2% | +$44.4K | 0.78% | 36 |
|
|
2022
Q2 | $1.62M | Buy |
15,279
+1,079
| +8% | +$135K | 0.65% | 40 |
|
|
2022
Q1 | $2.31M | Buy |
14,200
+40
| +0.3% | +$6.18K | 0.78% | 36 |
|
|
2021
Q4 | $2.36M | Sell |
14,160
-180
| -1% | -$30.8K | 0.8% | 34 |
|
|
2021
Q3 | $2.36M | Buy |
14,340
+120
| +0.8% | +$20.7K | 0.86% | 34 |
|
|
2021
Q2 | $2.45M | Sell |
14,220
-40
| -0.3% | -$6.65K | 0.89% | 35 |
|
|
2021
Q1 | $2.21M | Buy |
14,260
+80
| +0.6% | +$12.7K | 0.91% | 34 |
|
|
2020
Q4 | $2.31M | Buy |
14,180
+640
| +5% | +$102K | 1.11% | 25 |
|
|
2020
Q3 | $2.13M | Sell |
13,540
-220
| -2% | -$34.7K | 1.21% | 23 |
|
|
2020
Q2 | $2.14M | Sell |
13,760
-660
| -5% | -$79.7K | 1.39% | 17 |
|
|
2020
Q1 | $1.41M | Buy |
14,420
+540
| +4% | +$52.3K | 1.19% | 23 |
|
|
2019
Q4 | $1.28M | Buy |
13,880
+120
| +0.9% | +$10.6K | 0.88% | 32 |
|
|
2019
Q3 | $1.19M | Hold |
13,760
| – | – | 0.95% | 30 |
|
|
2019
Q2 | $1.3M | Hold |
13,760
| – | – | 1.07% | 26 |
|
|
2019
Q1 | $1.23M | Sell |
13,760
-2,000
| -13% | -$166K | 1.05% | 26 |
|
|
2018
Q4 | $1.18M | Buy |
+15,760
| New | +$1.31M | 1.28% | 21 |
|
Other funds holding AMZN
Schwarz Dygos Wheeler Investment Advisors's AMZN Position: Q2 2026 in Review
Schwarz Dygos Wheeler Investment Advisors reduced its Amazon (AMZN) stake by 1% in Q2 2026, selling an estimated $50.7K and leaving 19,475 shares worth $4.64M. The position accounts for 0.89% of the portfolio, ranked #29.
Schwarz Dygos Wheeler Investment Advisors first reported a position in AMZN in Q4 2018 and has held it in 31 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Schwarz Dygos Wheeler Investment Advisors held 19,475 shares of Amazon worth $4.64M as of Q2 2026.
- Schwarz Dygos Wheeler Investment Advisors sold 202 Amazon shares in Q2 2026, an estimated $50.7K.
- Amazon made up 0.89% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #29 holding.
- Schwarz Dygos Wheeler Investment Advisors first reported a position in Amazon in Q4 2018 and has held it in 31 quarters since.
- 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.