Ulland Investment 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
$5.11M Sell
21,457
-80
-0.4% -$20.1K 3.77% 9
2026
Q1
$4.49M Sell
21,537
-336
-2% -$74K 3.85% 9
2025
Q4
$5.05M Sell
21,873
-1,360
-6% -$311K 4.04% 8
2025
Q3
$5.1M Buy
23,233
+420
+2% +$95.1K 3.84% 8
2025
Q2
$5M Sell
22,813
-345
-1% -$68.3K 3.82% 9
2025
Q1
$4.41M Sell
23,158
-8,095
-26% -$1.76M 3.68% 9
2024
Q4
$6.86M Buy
31,253
+809
+3% +$166K 4.37% 8
2024
Q3
$5.67M Sell
30,444
-288
-0.9% -$52.5K 4.15% 9
2024
Q2
$5.94M Buy
30,732
+128
+0.4% +$23.5K 4.13% 9
2024
Q1
$5.52M Buy
30,604
+630
+2% +$105K 4.41% 8
2023
Q4
$4.55M Buy
29,974
+1,030
+4% +$144K 4.59% 8
2023
Q3
$3.68M Sell
28,944
-773
-3% -$104K 4.04% 7
2023
Q2
$3.87M Sell
29,717
-530
-2% -$60.5K 3.98% 8
2023
Q1
$3.12M Sell
30,247
-473
-2% -$45.7K 3.67% 8
2022
Q4
$2.58M Sell
30,720
-1,980
-6% -$196K 3.08% 10
2022
Q3
$3.69M Sell
32,700
-200
-0.6% -$25.3K 4.04% 5
2022
Q2
$3.49M Sell
32,900
-1,620
-5% -$203K 3.58% 5
2022
Q1
$5.63M Sell
34,520
-8,980
-21% -$1.39M 4.22% 6
2021
Q4
$7.25M Buy
+43,500
New +$7.44M 4.63% 5

Other funds holding AMZN

Ulland Investment Advisors's AMZN Position: Q2 2026 in Review

Ulland Investment Advisors reduced its Amazon (AMZN) stake by 0.37% in Q2 2026, selling an estimated $20.1K and leaving 21,457 shares worth $5.11M. The position accounts for 3.77% of the portfolio, ranked #9.

Ulland Investment Advisors first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.25M in Q4 2021. 2,021 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Ulland Investment Advisors held 21,457 shares of Amazon worth $5.11M as of Q2 2026.
  • Ulland Investment Advisors sold 80 Amazon shares in Q2 2026, an estimated $20.1K.
  • Amazon made up 3.77% of Ulland Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Ulland Investment Advisors first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • Ulland Investment Advisors's Amazon position peaked at $7.25M in Q4 2021.
  • 2,021 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.