SFMG 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 | $25.1M | Sell |
105,222
-812
| -0.8% | -$204K | 1.51% | 14 |
|
|
2026
Q1 | $22.1M | Buy |
106,034
+1,234
| +1% | +$272K | 1.5% | 13 |
|
|
2025
Q4 | $24.2M | Buy |
104,800
+1,474
| +1% | +$337K | 1.62% | 13 |
|
|
2025
Q3 | $22.7M | Buy |
103,326
+4,468
| +5% | +$1.01M | 1.57% | 13 |
|
|
2025
Q2 | $21.7M | Buy |
98,858
+3,342
| +3% | +$661K | 1.63% | 12 |
|
|
2025
Q1 | $18.2M | Sell |
95,516
-1,304
| -1% | -$283K | 1.43% | 11 |
|
|
2024
Q4 | $21.2M | Buy |
96,820
+1,360
| +1% | +$278K | 1.67% | 11 |
|
|
2024
Q3 | $17.8M | Sell |
95,460
-2,950
| -3% | -$538K | 1.44% | 12 |
|
|
2024
Q2 | $19M | Sell |
98,410
-3,293
| -3% | -$605K | 1.65% | 12 |
|
|
2024
Q1 | $18.3M | Sell |
101,703
-764
| -0.7% | -$128K | 1.58% | 13 |
|
|
2023
Q4 | $15.6M | Sell |
102,467
-1,440
| -1% | -$202K | 1.44% | 13 |
|
|
2023
Q3 | $13.2M | Buy |
103,907
+2,234
| +2% | +$299K | 1.36% | 13 |
|
|
2023
Q2 | $13.3M | Buy |
101,673
+1,032
| +1% | +$118K | 1.36% | 12 |
|
|
2023
Q1 | $10.4M | Buy |
100,641
+7,491
| +8% | +$724K | 1.12% | 13 |
|
|
2022
Q4 | $7.82M | Buy |
93,150
+6,515
| +8% | +$644K | 0.87% | 17 |
|
|
2022
Q3 | $9.78M | Buy |
86,635
+1,966
| +2% | +$248K | 1.14% | 14 |
|
|
2022
Q2 | $8.99M | Buy |
84,669
+3,209
| +4% | +$402K | 1.04% | 14 |
|
|
2022
Q1 | $13.3M | Buy |
81,460
+5,300
| +7% | +$819K | 1.31% | 14 |
|
|
2021
Q4 | $12.7M | Sell |
76,160
-40
| -0.1% | -$6.85K | 1.23% | 14 |
|
|
2021
Q3 | $12.5M | Buy |
76,200
+2,560
| +3% | +$442K | 1.39% | 14 |
|
|
2021
Q2 | $12.7M | Buy |
73,640
+1,960
| +3% | +$326K | 1.41% | 14 |
|
|
2021
Q1 | $11.1M | Buy |
71,680
+5,180
| +8% | +$821K | 1.29% | 15 |
|
|
2020
Q4 | $10.8M | Buy |
66,500
+14,520
| +28% | +$2.32M | 1.37% | 14 |
|
|
2020
Q3 | $8.18M | Buy |
51,980
+1,980
| +4% | +$312K | 1.13% | 16 |
|
|
2020
Q2 | $6.9M | Buy |
50,000
+8,660
| +21% | +$1.05M | 0.98% | 21 |
|
|
2020
Q1 | $4.03M | Buy |
41,340
+10,800
| +35% | +$1.05M | 0.6% | 19 |
|
|
2019
Q4 | $2.82M | Sell |
30,540
-2,820
| -8% | -$250K | 0.35% | 26 |
|
|
2019
Q3 | $2.9M | Buy |
33,360
+380
| +1% | +$35.2K | 0.39% | 22 |
|
|
2019
Q2 | $3.2M | Sell |
32,980
-660
| -2% | -$61.5K | 0.43% | 19 |
|
|
2019
Q1 | $3M | Sell |
33,640
-4,820
| -13% | -$401K | 0.43% | 23 |
|
|
2018
Q4 | $2.61M | Buy |
38,460
+4,980
| +15% | +$414K | 0.42% | 24 |
|
|
2018
Q3 | $2.79M | Sell |
33,480
-1,380
| -4% | -$130K | 0.43% | 20 |
|
|
2018
Q2 | $2.68M | Buy |
34,860
+4,220
| +14% | +$335K | 0.43% | 22 |
|
|
2018
Q1 | $2.22M | Buy |
30,640
+4,180
| +16% | +$299K | 0.38% | 22 |
|
|
2017
Q4 | $1.55M | Buy |
26,460
+4,180
| +19% | +$230K | 0.26% | 31 |
|
|
2017
Q3 | $1.07M | Buy |
22,280
+1,220
| +6% | +$59.9K | 0.21% | 39 |
|
|
2017
Q2 | $1.02M | Buy |
21,060
+1,240
| +6% | +$59.2K | 0.21% | 39 |
|
|
2017
Q1 | $879K | Buy |
19,820
+1,020
| +5% | +$42.5K | 0.18% | 45 |
|
|
2016
Q4 | $705K | Buy |
18,800
+4,560
| +32% | +$179K | 0.15% | 54 |
|
|
2016
Q3 | $596K | Sell |
14,240
-960
| -6% | -$36.7K | 0.13% | 57 |
|
|
2016
Q2 | $544K | Buy |
+15,200
| New | +$514K | 0.12% | 62 |
|
|
2015
Q2 | – | Sell |
-14,100
| Closed | -$262K | – | 123 |
|
|
2015
Q1 | $262K | Buy |
+14,100
| New | +$248K | 0.02% | 144 |
|
Other funds holding AMZN
SFMG Wealth Advisors's AMZN Position: Q2 2026 in Review
SFMG Wealth Advisors reduced its Amazon (AMZN) stake by 0.77% in Q2 2026, selling an estimated $204K and leaving 105,222 shares worth $25.1M. The position accounts for 1.51% of the portfolio, ranked #14.
SFMG Wealth Advisors first reported a position in AMZN in Q1 2015 and has held it in 42 quarters since. 6,103 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- SFMG Wealth Advisors held 105,222 shares of Amazon worth $25.1M as of Q2 2026.
- SFMG Wealth Advisors sold 812 Amazon shares in Q2 2026, an estimated $204K.
- Amazon made up 1.51% of SFMG Wealth Advisors's portfolio in Q2 2026, its #14 holding.
- SFMG Wealth Advisors first reported a position in Amazon in Q1 2015 and has held it in 42 quarters since.
- 6,103 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.