Summit Financial Strategies’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 | $1.95M | Sell |
8,199
-25
| -0.3% | -$6.28K | 0.14% | 52 |
|
|
2026
Q1 | $1.71M | Sell |
8,224
-141
| -2% | -$31K | 0.14% | 53 |
|
|
2025
Q4 | $1.93M | Buy |
8,365
+646
| +8% | +$148K | 0.16% | 50 |
|
|
2025
Q3 | $1.69M | Sell |
7,719
-31
| -0.4% | -$7.02K | 0.15% | 48 |
|
|
2025
Q2 | $1.7M | Sell |
7,750
-80
| -1% | -$15.8K | 0.16% | 47 |
|
|
2025
Q1 | $1.49M | Sell |
7,830
-905
| -10% | -$196K | 0.15% | 48 |
|
|
2024
Q4 | $1.92M | Sell |
8,735
-86
| -1% | -$17.6K | 0.21% | 39 |
|
|
2024
Q3 | $1.64M | Buy |
8,821
+1,078
| +14% | +$197K | 0.19% | 42 |
|
|
2024
Q2 | $1.5M | Sell |
7,743
-430
| -5% | -$79K | 0.19% | 42 |
|
|
2024
Q1 | $1.47M | Buy |
8,173
+272
| +3% | +$45.4K | 0.21% | 39 |
|
|
2023
Q4 | $1.2M | Sell |
7,901
-129
| -2% | -$18.1K | 0.18% | 42 |
|
|
2023
Q3 | $1.02M | Hold |
8,030
| – | – | 0.19% | 38 |
|
|
2023
Q2 | $1.05M | Sell |
8,030
-123
| -2% | -$14K | 0.2% | 38 |
|
|
2023
Q1 | $842K | Sell |
8,153
-202
| -2% | -$19.5K | 0.17% | 48 |
|
|
2022
Q4 | $702K | Buy |
8,355
+210
| +3% | +$20.7K | 0.15% | 48 |
|
|
2022
Q3 | $920K | Buy |
8,145
+117
| +1% | +$14.8K | 0.22% | 38 |
|
|
2022
Q2 | $853K | Buy |
8,028
+908
| +13% | +$114K | 0.2% | 39 |
|
|
2022
Q1 | $1.16M | Buy |
7,120
+1,240
| +21% | +$192K | 0.23% | 32 |
|
|
2021
Q4 | $979K | Sell |
5,880
-120
| -2% | -$20.5K | 0.19% | 39 |
|
|
2021
Q3 | $984K | Sell |
6,000
-60
| -1% | -$10.3K | 0.19% | 39 |
|
|
2021
Q2 | $1.04M | Sell |
6,060
-40
| -0.7% | -$6.65K | 0.21% | 38 |
|
|
2021
Q1 | $943K | Buy |
6,100
+300
| +5% | +$47.6K | 0.34% | 20 |
|
|
2020
Q4 | $944K | Buy |
5,800
+20
| +0.3% | +$3.19K | 0.32% | 27 |
|
|
2020
Q3 | $909K | Sell |
5,780
-40
| -0.7% | -$6.31K | 0.37% | 25 |
|
|
2020
Q2 | $802K | Sell |
5,820
-680
| -10% | -$82.1K | 0.36% | 25 |
|
|
2020
Q1 | $633K | Buy |
6,500
+60
| +0.9% | +$5.81K | 0.34% | 24 |
|
|
2019
Q4 | $594K | Hold |
6,440
| – | – | 0.29% | 25 |
|
|
2019
Q3 | $558K | Sell |
6,440
-60
| -0.9% | -$5.56K | 0.27% | 25 |
|
|
2019
Q2 | $615K | Buy |
6,500
+40
| +0.6% | +$3.73K | 0.3% | 24 |
|
|
2019
Q1 | $575K | Sell |
6,460
-840
| -12% | -$69.9K | 0.29% | 24 |
|
|
2018
Q4 | $549K | Buy |
7,300
+540
| +8% | +$44.9K | 0.31% | 28 |
|
|
2018
Q3 | $676K | Buy |
6,760
+1,020
| +18% | +$95.9K | 0.31% | 22 |
|
|
2018
Q2 | $487K | Buy |
5,740
+120
| +2% | +$9.53K | 0.24% | 23 |
|
|
2018
Q1 | $406K | Sell |
5,620
-1,320
| -19% | -$94.4K | 0.21% | 27 |
|
|
2017
Q4 | $405K | Buy |
6,940
+1,080
| +18% | +$59.4K | 0.21% | 27 |
|
|
2017
Q3 | $282K | Buy |
5,860
+80
| +1% | +$3.93K | 0.16% | 34 |
|
|
2017
Q2 | $280K | Sell |
5,780
-80
| -1% | -$3.82K | 0.17% | 37 |
|
|
2017
Q1 | $260K | Buy |
+5,860
| New | +$244K | 0.19% | 29 |
|
Other funds holding AMZN
Summit Financial Strategies's AMZN Position: Q2 2026 in Review
Summit Financial Strategies reduced its Amazon (AMZN) stake by 0.3% in Q2 2026, selling an estimated $6.28K and leaving 8,199 shares worth $1.95M. The position accounts for 0.14% of the portfolio, ranked #52.
Summit Financial Strategies first reported a position in AMZN in Q1 2017 and has held it in 38 quarters since. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Summit Financial Strategies held 8,199 shares of Amazon worth $1.95M as of Q2 2026.
- Summit Financial Strategies sold 25 Amazon shares in Q2 2026, an estimated $6.28K.
- Amazon made up 0.14% of Summit Financial Strategies's portfolio in Q2 2026, its #52 holding.
- Summit Financial Strategies first reported a position in Amazon in Q1 2017 and has held it in 38 quarters since.
- 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.