Strategic Wealth Partners’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13M | Buy |
62,556
+673
| +1% | +$148K | 0.9% | 30 |
|
|
2025
Q4 | $14.3M | Buy |
61,883
+113
| +0.2% | +$25.9K | 0.98% | 22 |
|
|
2025
Q3 | $13.6M | Sell |
61,770
-13,052
| -17% | -$2.95M | 1.01% | 21 |
|
|
2025
Q2 | $16.4M | Buy |
+74,822
| New | +$14.8M | 1.29% | 16 |
|
|
2024
Q4 | $16.1M | Buy |
69,757
+4,070
| +6% | +$833K | 1.33% | 14 |
|
|
2024
Q3 | $12.2M | Buy |
65,687
+6,712
| +11% | +$1.22M | 1.18% | 15 |
|
|
2024
Q2 | $11.4M | Buy |
58,975
+3,553
| +6% | +$653K | 1.19% | 16 |
|
|
2024
Q1 | $10M | Buy |
55,422
+2,448
| +5% | +$409K | 1.1% | 18 |
|
|
2023
Q4 | $8.05M | Buy |
52,974
+2,251
| +4% | +$316K | 0.99% | 20 |
|
|
2023
Q3 | $6.45M | Sell |
50,723
-34,792
| -41% | -$4.66M | 0.85% | 21 |
|
|
2023
Q2 | $11.1M | Buy |
85,515
+48,293
| +130% | +$5.51M | 1.44% | 14 |
|
|
2023
Q1 | $3.84M | Sell |
37,222
-3,708
| -9% | -$358K | 0.59% | 41 |
|
|
2022
Q4 | $3.44M | Buy |
40,930
+4,360
| +12% | +$431K | 0.64% | 41 |
|
|
2022
Q3 | $4.13M | Sell |
36,570
-1,722
| -4% | -$218K | 0.88% | 24 |
|
|
2022
Q2 | $4.07M | Sell |
38,292
-1,788
| -4% | -$224K | 0.88% | 26 |
|
|
2022
Q1 | $6.53M | Hold |
40,080
| – | – | 1.28% | 13 |
|
|
2021
Q4 | $6.68M | Buy |
40,080
+8,720
| +28% | +$1.49M | 1.27% | 12 |
|
|
2021
Q3 | $5.15M | Buy |
31,360
+6,000
| +24% | +$1.03M | 1.51% | 12 |
|
|
2021
Q2 | $4.36M | Buy |
25,360
+7,580
| +43% | +$1.26M | 1.42% | 12 |
|
|
2021
Q1 | $2.75M | Buy |
17,780
+1,560
| +10% | +$247K | 1.1% | 19 |
|
|
2020
Q4 | $2.64M | Buy |
16,220
+4,620
| +40% | +$737K | 1.11% | 17 |
|
|
2020
Q3 | $1.83M | Buy |
11,600
+1,260
| +12% | +$199K | 0.92% | 20 |
|
|
2020
Q2 | $1.43M | Buy |
10,340
+1,200
| +13% | +$145K | 0.74% | 37 |
|
|
2020
Q1 | $845K | Buy |
+9,140
| New | +$885K | 0.44% | 70 |
|
|
2019
Q4 | – | Sell |
-10,180
| Closed | -$78.9K | – | 155 |
|
|
2019
Q3 | $78.9K | Sell |
10,180
-1,580
| -13% | -$147K | 0.41% | 69 |
|
|
2019
Q2 | $1.11M | Buy |
11,760
+680
| +6% | +$63.3K | 0.54% | 55 |
|
|
2019
Q1 | $1M | Sell |
11,080
-660
| -6% | -$54.9K | 0.46% | 68 |
|
|
2018
Q4 | $965K | Sell |
11,740
-440
| -4% | -$36.6K | 0.49% | 63 |
|
|
2018
Q3 | $1.22M | Sell |
12,180
-300
| -2% | -$28.2K | 0.65% | 47 |
|
|
2018
Q2 | $1.06M | Buy |
12,480
+1,860
| +18% | +$148K | 0.61% | 45 |
|
|
2018
Q1 | $769K | Buy |
10,620
+1,540
| +17% | +$110K | 0.4% | 91 |
|
|
2017
Q4 | $513K | Buy |
+9,080
| New | +$500K | 0.28% | 109 |
|
Other funds holding AMZN
VCM
VPM
Strategic Wealth Partners's AMZN Position: Q1 2026 in Review
Strategic Wealth Partners increased its Amazon (AMZN) stake by 1.1% in Q1 2026, buying an estimated $148K and bringing the position to 62,556 shares worth $13M. The position accounts for 0.9% of the portfolio, ranked #30.
Strategic Wealth Partners first reported a position in AMZN in Q4 2017 and has held it in 32 quarters since. The position peaked at $16.4M in Q2 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.
- Strategic Wealth Partners held 62,556 shares of Amazon worth $13M as of Q1 2026.
- Strategic Wealth Partners bought 673 Amazon shares in Q1 2026, an estimated $148K.
- Amazon made up 0.9% of Strategic Wealth Partners's portfolio in Q1 2026, its #30 holding.
- Strategic Wealth Partners first reported a position in Amazon in Q4 2017 and has held it in 32 quarters since.
- Strategic Wealth Partners's Amazon position peaked at $16.4M in Q2 2025.
- 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.
Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.