Summit Financial 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 | $3.16M | Buy |
13,279
+1,745
| +15% | +$438K | 0.4% | 43 |
|
|
2026
Q1 | $2.4M | Buy |
11,534
+365
| +3% | +$80.4K | 0.34% | 48 |
|
|
2025
Q4 | $2.58M | Buy |
11,169
+597
| +6% | +$137K | 0.37% | 47 |
|
|
2025
Q3 | $2.33M | Buy |
10,572
+1,843
| +21% | +$417K | 0.36% | 49 |
|
|
2025
Q2 | $1.92M | Buy |
8,729
+1,221
| +16% | +$242K | 0.34% | 45 |
|
|
2025
Q1 | $1.43M | Sell |
7,508
-445
| -6% | -$96.6K | 0.28% | 45 |
|
|
2024
Q4 | $1.89M | Buy |
7,953
+868
| +12% | +$178K | 0.37% | 43 |
|
|
2024
Q3 | $1.32M | Sell |
7,085
-60
| -0.8% | -$10.9K | 0.25% | 48 |
|
|
2024
Q2 | $1.38M | Buy |
7,145
+97
| +1% | +$17.8K | 0.28% | 46 |
|
|
2024
Q1 | $1.27M | Buy |
7,048
+67
| +1% | +$11.2K | 0.26% | 49 |
|
|
2023
Q4 | $1.06M | Hold |
6,981
| – | – | 0.24% | 52 |
|
|
2023
Q3 | $996K | Buy |
6,981
+729
| +12% | +$97.7K | 0.24% | 50 |
|
|
2023
Q2 | $815K | Buy |
6,252
+170
| +3% | +$19.4K | 0.19% | 59 |
|
|
2023
Q1 | $628K | Sell |
6,082
-690
| -10% | -$66.7K | 0.15% | 71 |
|
|
2022
Q4 | $569K | Buy |
6,772
+240
| +4% | +$23.7K | 0.14% | 75 |
|
|
2022
Q3 | $725K | Sell |
6,532
-75
| -1% | -$9.48K | 0.21% | 56 |
|
|
2022
Q2 | $800K | Buy |
6,607
+227
| +4% | +$28.4K | 0.19% | 58 |
|
|
2022
Q1 | $1.04M | Sell |
6,380
-760
| -11% | -$117K | 0.21% | 50 |
|
|
2021
Q4 | $1.2M | Buy |
7,140
+200
| +3% | +$34.2K | 0.23% | 49 |
|
|
2021
Q3 | $1.14M | Buy |
6,940
+40
| +0.6% | +$6.9K | 0.26% | 49 |
|
|
2021
Q2 | $1.19M | Sell |
6,900
-460
| -6% | -$76.5K | 0.27% | 49 |
|
|
2021
Q1 | $1.2M | Sell |
7,360
-60
| -0.8% | -$9.51K | 0.31% | 43 |
|
|
2020
Q4 | $1.17M | Sell |
7,420
-260
| -3% | -$41.5K | 0.32% | 40 |
|
|
2020
Q3 | $1.15M | Sell |
7,680
-40
| -0.5% | -$6.31K | 0.31% | 45 |
|
|
2020
Q2 | $1.19M | Sell |
7,720
-80
| -1% | -$9.66K | 0.32% | 45 |
|
|
2020
Q1 | $779K | Buy |
7,800
+60
| +0.8% | +$5.81K | 0.25% | 52 |
|
|
2019
Q4 | $708K | Buy |
7,740
+160
| +2% | +$14.2K | 0.17% | 70 |
|
|
2019
Q3 | $656K | Buy |
7,580
+500
| +7% | +$46.4K | 0.16% | 81 |
|
|
2019
Q2 | $670K | Sell |
7,080
-940
| -12% | -$87.6K | 0.16% | 89 |
|
|
2019
Q1 | $730K | Buy |
8,020
+420
| +6% | +$35K | 0.19% | 73 |
|
|
2018
Q4 | $571K | Buy |
+7,600
| New | +$632K | 0.19% | 75 |
|
|
2018
Q3 | – | Sell |
-6,700
| Closed | -$485K | – | 145 |
|
|
2018
Q2 | $485K | Sell |
6,700
-200
| -3% | -$15.9K | 0.16% | 85 |
|
|
2018
Q1 | $499K | Buy |
6,900
+3,320
| +93% | +$237K | 0.16% | 85 |
|
|
2017
Q4 | $209K | Buy |
+3,580
| New | +$197K | 0.07% | 137 |
|
Other funds holding AMZN
Summit Financial Wealth Advisors's AMZN Position: Q2 2026 in Review
Summit Financial Wealth Advisors increased its Amazon (AMZN) stake by 15% in Q2 2026, buying an estimated $438K and bringing the position to 13,279 shares worth $3.16M. The position accounts for 0.4% of the portfolio, ranked #43.
Summit Financial Wealth Advisors first reported a position in AMZN in Q4 2017 and has held it in 34 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Summit Financial Wealth Advisors held 13,279 shares of Amazon worth $3.16M as of Q2 2026.
- Summit Financial Wealth Advisors bought 1,745 Amazon shares in Q2 2026, an estimated $438K.
- Amazon made up 0.4% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #43 holding.
- Summit Financial Wealth Advisors first reported a position in Amazon in Q4 2017 and has held it in 34 quarters since.
- 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.