USAdvisors Wealth Management’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
$1.24M Sell
5,210
-415
-7% -$104K 0.36% 61
2026
Q1
$1.13M Buy
5,625
+160
+3% +$35.2K 0.38% 59
2025
Q4
$1.26M Buy
5,465
+707
+15% +$162K 0.42% 56
2025
Q3
$1.04M Sell
4,758
-234
-5% -$53K 0.36% 63
2025
Q2
$1.09M Buy
4,992
+427
+9% +$84.5K 0.41% 59
2025
Q1
$868K Sell
4,565
-336
-7% -$72.9K 0.3% 68
2024
Q4
$1.07M Sell
4,901
-124
-2% -$25.4K 0.35% 61
2024
Q3
$944K Buy
5,025
+29
+0.6% +$5.29K 0.33% 66
2024
Q2
$965K Buy
4,996
+929
+23% +$171K 0.34% 61
2024
Q1
$731K Buy
4,067
+87
+2% +$14.5K 0.28% 76
2023
Q4
$604K Sell
3,980
-28
-0.7% -$3.92K 0.25% 78
2023
Q3
$509K Buy
4,008
+894
+29% +$120K 0.23% 78
2023
Q2
$406K Sell
3,114
-762
-20% -$87K 0.19% 82
2023
Q1
$400K Buy
3,876
+634
+20% +$61.3K 0.19% 87
2022
Q4
$272K Buy
3,242
+359
+12% +$35.5K 0.13% 97
2022
Q3
$326K Buy
2,883
+382
+15% +$48.3K 0.17% 94
2022
Q2
$266K Sell
2,501
-479
-16% -$59.9K 0.13% 101
2022
Q1
$486K Sell
2,980
-20
-0.7% -$3.09K 0.21% 86
2021
Q4
$500K Sell
3,000
-240
-7% -$41.1K 0.2% 82
2021
Q3
$532K Buy
3,240
+40
+1% +$6.9K 0.23% 77
2021
Q2
$550K Buy
3,200
+840
+36% +$140K 0.3% 68
2021
Q1
$365K Sell
2,360
-1,700
-42% -$269K 0.18% 83
2020
Q4
$658K Buy
4,060
+60
+2% +$9.57K 0.32% 52
2020
Q3
$629 Sell
4,000
-120
-3% -$18.9K 0.1% 49
2020
Q2
$568K Buy
4,120
+100
+2% +$12.1K 0.3% 47
2020
Q1
$392K Buy
4,020
+60
+2% +$5.81K 0.24% 53
2019
Q4
$365K Buy
3,960
+400
+11% +$35.4K 0.19% 61
2019
Q3
$309K Buy
3,560
+680
+24% +$63.1K 0.16% 46
2019
Q2
$272 Sell
2,880
-1,740
-38% -$162K 0.12% 44
2019
Q1
$411K Buy
4,620
+100
+2% +$8.32K 0.29% 31
2018
Q4
$340K Sell
4,520
-860
-16% -$71.5K 0.28% 33
2018
Q3
$539K Sell
5,380
-9,160
-63% -$861K 0.39% 33
2018
Q2
$1.24M Sell
14,540
-1,160
-7% -$92.1K 0.93% 17
2018
Q1
$1.14M Sell
15,700
-1,060
-6% -$75.8K 0.9% 17
2017
Q4
$980K Buy
+16,760
New +$922K 0.84% 17

Other funds holding AMZN

USAdvisors Wealth Management's AMZN Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its Amazon (AMZN) stake by 7.4% in Q2 2026, selling an estimated $104K and leaving 5,210 shares worth $1.24M. The position accounts for 0.36% of the portfolio, ranked #61.

USAdvisors Wealth Management first reported a position in AMZN in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.26M in Q4 2025. 6,104 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • USAdvisors Wealth Management held 5,210 shares of Amazon worth $1.24M as of Q2 2026.
  • USAdvisors Wealth Management sold 415 Amazon shares in Q2 2026, an estimated $104K.
  • Amazon made up 0.36% of USAdvisors Wealth Management's portfolio in Q2 2026, its #61 holding.
  • USAdvisors Wealth Management first reported a position in Amazon in Q4 2017 and has held it in 35 quarters since.
  • USAdvisors Wealth Management's Amazon position peaked at $1.26M in Q4 2025.
  • 6,104 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.