Smith & Howard Wealth Management’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 | $320K | Sell |
1,341
-44
| -3% | -$11K | 0.06% | 69 |
|
|
2026
Q1 | $288K | Buy |
1,385
+31
| +2% | +$6.83K | 0.06% | 68 |
|
|
2025
Q4 | $313K | Hold |
1,354
| – | – | 0.07% | 63 |
|
|
2025
Q3 | $297K | Sell |
1,354
-2,680
| -66% | -$607K | 0.07% | 62 |
|
|
2025
Q2 | $885K | Buy |
4,034
+220
| +6% | +$43.5K | 0.22% | 38 |
|
|
2025
Q1 | $726K | Hold |
3,814
| – | – | 0.2% | 38 |
|
|
2024
Q4 | $837K | Buy |
3,814
+110
| +3% | +$22.5K | 0.24% | 38 |
|
|
2024
Q3 | $690K | Hold |
3,704
| – | – | 0.19% | 41 |
|
|
2024
Q2 | $716K | Buy |
3,704
+20
| +0.5% | +$3.67K | 0.21% | 41 |
|
|
2024
Q1 | $665K | Sell |
3,684
-516
| -12% | -$86.1K | 0.21% | 41 |
|
|
2023
Q4 | $638K | Sell |
4,200
-61
| -1% | -$8.55K | 0.23% | 38 |
|
|
2023
Q3 | $542K | Sell |
4,261
-179
| -4% | -$24K | 0.19% | 42 |
|
|
2023
Q2 | $579K | Buy |
4,440
+1,540
| +53% | +$176K | 0.2% | 40 |
|
|
2023
Q1 | $300K | Sell |
2,900
-2,937
| -50% | -$284K | 0.1% | 54 |
|
|
2022
Q4 | $490K | Sell |
5,837
-160
| -3% | -$15.8K | 0.19% | 42 |
|
|
2022
Q3 | $678K | Buy |
5,997
+140
| +2% | +$17.7K | 0.29% | 39 |
|
|
2022
Q2 | $622K | Buy |
5,857
+2,677
| +84% | +$335K | 0.26% | 43 |
|
|
2022
Q1 | $518K | Sell |
3,180
-2,960
| -48% | -$457K | 0.22% | 41 |
|
|
2021
Q4 | $1.02M | Sell |
6,140
-160
| -3% | -$27.4K | 0.46% | 32 |
|
|
2021
Q3 | $1.03M | Sell |
6,300
-2,000
| -24% | -$345K | 0.49% | 30 |
|
|
2021
Q2 | $1.43M | Sell |
8,300
-160
| -2% | -$26.6K | 0.68% | 26 |
|
|
2021
Q1 | $1.31M | Buy |
8,460
+5,180
| +158% | +$821K | 0.66% | 25 |
|
|
2020
Q4 | $534K | Sell |
3,280
-640
| -16% | -$102K | 0.28% | 38 |
|
|
2020
Q3 | $617K | Sell |
3,920
-960
| -20% | -$151K | 0.36% | 35 |
|
|
2020
Q2 | $673K | Sell |
4,880
-1,240
| -20% | -$150K | 0.42% | 34 |
|
|
2020
Q1 | $597K | Buy |
6,120
+720
| +13% | +$69.7K | 0.38% | 38 |
|
|
2019
Q4 | $499K | Buy |
5,400
+2,620
| +94% | +$232K | 0.17% | 46 |
|
|
2019
Q3 | $241K | Buy |
2,780
+400
| +17% | +$37.1K | 0.1% | 62 |
|
|
2019
Q2 | $225K | Sell |
2,380
-520
| -18% | -$48.4K | 0.1% | 58 |
|
|
2019
Q1 | $258K | Sell |
2,900
-780
| -21% | -$64.9K | 0.13% | 45 |
|
|
2018
Q4 | $276K | Buy |
3,680
+220
| +6% | +$18.3K | 0.15% | 41 |
|
|
2018
Q3 | $347K | Buy |
3,460
+300
| +9% | +$28.2K | 0.15% | 36 |
|
|
2018
Q2 | $269K | Buy |
+3,160
| New | +$251K | 0.12% | 42 |
|
|
2014
Q1 | – | Sell |
-6,380
| Closed | -$127K | – | 52 |
|
|
2013
Q4 | $127K | Sell |
6,380
-1,280
| -17% | -$23K | 0.07% | 69 |
|
|
2013
Q3 | $120K | Hold |
7,660
| – | – | 0.07% | 51 |
|
|
2013
Q2 | $106K | Buy |
+7,660
| New | +$102K | 0.07% | 59 |
|
Other funds holding AMZN
Smith & Howard Wealth Management's AMZN Position: Q2 2026 in Review
Smith & Howard Wealth Management reduced its Amazon (AMZN) stake by 3.2% in Q2 2026, selling an estimated $11K and leaving 1,341 shares worth $320K. The position accounts for 0.06% of the portfolio, ranked #69.
Smith & Howard Wealth Management first reported a position in AMZN in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.43M in Q2 2021. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Smith & Howard Wealth Management held 1,341 shares of Amazon worth $320K as of Q2 2026.
- Smith & Howard Wealth Management sold 44 Amazon shares in Q2 2026, an estimated $11K.
- Amazon made up 0.06% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #69 holding.
- Smith & Howard Wealth Management first reported a position in Amazon in Q2 2013 and has held it in 36 quarters since.
- Smith & Howard Wealth Management's Amazon position peaked at $1.43M in Q2 2021.
- 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.