Sowell Financial Services’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
$53.1M Buy
222,822
+1,375
+0.6% +$345K 1.74% 8
2026
Q1
$46.1M Buy
221,447
+8,743
+4% +$1.92M 1.71% 7
2025
Q4
$49.1M Buy
212,704
+1,262
+0.6% +$289K 1.8% 7
2025
Q3
$46.4M Sell
211,442
-16,187
-7% -$3.66M 1.78% 7
2025
Q2
$49.9M Buy
227,629
+8,957
+4% +$1.77M 2.03% 6
2025
Q1
$41.6M Sell
218,672
-1,975
-0.9% -$429K 1.89% 7
2024
Q4
$48.4M Sell
220,647
-29,440
-12% -$6.02M 2.55% 5
2024
Q3
$46.6M Sell
250,087
-4,849
-2% -$885K 2.16% 7
2024
Q2
$49.3M Buy
254,936
+7,446
+3% +$1.37M 2.35% 7
2024
Q1
$44.6M Buy
247,490
+2,275
+0.9% +$380K 2.11% 7
2023
Q4
$37.3M Buy
245,215
+8,088
+3% +$1.13M 2.02% 5
2023
Q3
$30.1M Buy
237,127
+12,858
+6% +$1.72M 1.89% 5
2023
Q2
$29.2M Buy
224,269
+53,107
+31% +$6.06M 1.63% 6
2023
Q1
$17.7M Sell
171,162
-36,380
-18% -$3.51M 1.36% 7
2022
Q4
$17.4M Buy
+207,542
New +$20.5M 1.13% 9
2022
Q3
Sell
-15,119
Closed -$1.61M 402
2022
Q2
$1.61M Buy
+15,119
New +$1.89M 0.15% 127
2021
Q2
Sell
-183,020
Closed -$30.3M 614
2021
Q1
$30.3M Sell
183,020
-11,900
-6% -$1.89M 1.05% 13
2020
Q4
$31.7M Buy
194,920
+21,060
+12% +$3.36M 1.36% 10
2020
Q3
$27.4M Buy
173,860
+11,640
+7% +$1.84M 1.37% 10
2020
Q2
$22.4M Buy
162,220
+20,060
+14% +$2.42M 1.23% 14
2020
Q1
$13.9M Buy
142,160
+2,660
+2% +$257K 1.03% 10
2019
Q4
$12.9M Buy
139,500
+11,120
+9% +$984K 0.98% 11
2019
Q3
$11.1M Buy
+128,380
New +$11.9M 0.92% 15
2019
Q1
$8.22M Buy
+92,360
New +$7.69M 0.92% 21
2018
Q4
Sell
-71,560
Closed -$7.17M 463
2018
Q3
$7.17M Buy
71,560
+1,820
+3% +$171K 1.04% 17
2018
Q2
$6.61M Buy
69,740
+11,660
+20% +$925K 1.4% 15
2018
Q1
$4.56M Sell
58,080
-3,860
-6% -$276K 1.14% 22
2017
Q4
$4M Buy
61,940
+23,180
+60% +$1.28M 0.98% 26
2017
Q3
$2.14M Sell
38,760
-3,640
-9% -$179K 0.56% 49
2017
Q2
$2.1M Buy
42,400
+3,060
+8% +$146K 0.6% 45
2017
Q1
$1.93M Buy
39,340
+2,320
+6% +$96.7K 0.57% 48
2016
Q4
$1.55M Buy
+37,020
New +$1.45M 0.52% 55

Other funds holding AMZN

Sowell Financial Services's AMZN Position: Q2 2026 in Review

Sowell Financial Services increased its Amazon (AMZN) stake by 0.62% in Q2 2026, buying an estimated $345K and bringing the position to 222,822 shares worth $53.1M. The position accounts for 1.74% of the portfolio, ranked #8.

Sowell Financial Services first reported a position in AMZN in Q4 2016 and has held it in 32 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Sowell Financial Services held 222,822 shares of Amazon worth $53.1M as of Q2 2026.
  • Sowell Financial Services bought 1,375 Amazon shares in Q2 2026, an estimated $345K.
  • Amazon made up 1.74% of Sowell Financial Services's portfolio in Q2 2026, its #8 holding.
  • Sowell Financial Services first reported a position in Amazon in Q4 2016 and has held it in 32 quarters since.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.