Valmark Advisers’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 | $14M | Buy |
58,792
+3,984
| +7% | +$1M | 0.15% | 74 |
|
|
2026
Q1 | $11.4M | Buy |
54,808
+1,406
| +3% | +$310K | 0.14% | 81 |
|
|
2025
Q4 | $12.3M | Buy |
53,402
+1,945
| +4% | +$445K | 0.15% | 75 |
|
|
2025
Q3 | $11.3M | Sell |
51,457
-10,160
| -16% | -$2.3M | 0.15% | 76 |
|
|
2025
Q2 | $13.5M | Buy |
61,617
+2,329
| +4% | +$461K | 0.19% | 65 |
|
|
2025
Q1 | $11.3M | Sell |
59,288
-2,134
| -3% | -$463K | 0.17% | 71 |
|
|
2024
Q4 | $13.5M | Sell |
61,422
-253
| -0.4% | -$51.8K | 0.21% | 61 |
|
|
2024
Q3 | $11.5M | Buy |
61,675
+1,240
| +2% | +$226K | 0.18% | 64 |
|
|
2024
Q2 | $11.7M | Sell |
60,435
-58
| -0.1% | -$10.7K | 0.2% | 58 |
|
|
2024
Q1 | $10.9M | Buy |
60,493
+9,678
| +19% | +$1.62M | 0.19% | 57 |
|
|
2023
Q4 | $7.72M | Sell |
50,815
-1,918
| -4% | -$269K | 0.14% | 63 |
|
|
2023
Q3 | $6.7M | Buy |
52,733
+60
| +0.1% | +$8.04K | 0.14% | 62 |
|
|
2023
Q2 | $6.87M | Sell |
52,673
-6,234
| -11% | -$712K | 0.14% | 63 |
|
|
2023
Q1 | $6.08M | Buy |
58,907
+8,609
| +17% | +$832K | 0.13% | 64 |
|
|
2022
Q4 | $4.23M | Buy |
50,298
+1,960
| +4% | +$194K | 0.1% | 79 |
|
|
2022
Q3 | $5.46M | Buy |
48,338
+3,051
| +7% | +$386K | 0.11% | 61 |
|
|
2022
Q2 | $4.81M | Buy |
45,287
+2,027
| +5% | +$254K | 0.09% | 64 |
|
|
2022
Q1 | $7.05M | Buy |
43,260
+2,580
| +6% | +$399K | 0.12% | 59 |
|
|
2021
Q4 | $6.78M | Sell |
40,680
-1,240
| -3% | -$212K | 0.12% | 60 |
|
|
2021
Q3 | $6.88M | Buy |
41,920
+3,600
| +9% | +$621K | 0.13% | 53 |
|
|
2021
Q2 | $6.59M | Buy |
38,320
+4,420
| +13% | +$735K | 0.12% | 52 |
|
|
2021
Q1 | $5.24M | Buy |
33,900
+1,260
| +4% | +$200K | 0.1% | 56 |
|
|
2020
Q4 | $5.32M | Buy |
32,640
+9,160
| +39% | +$1.46M | 0.11% | 54 |
|
|
2020
Q3 | $3.7M | Buy |
23,480
+2,140
| +10% | +$337K | 0.08% | 62 |
|
|
2020
Q2 | $2.94M | Buy |
21,340
+4,340
| +26% | +$524K | 0.07% | 61 |
|
|
2020
Q1 | $1.66M | Buy |
17,000
+1,480
| +10% | +$143K | 0.04% | 73 |
|
|
2019
Q4 | $1.43M | Sell |
15,520
-11,060
| -42% | -$979K | 0.03% | 81 |
|
|
2019
Q3 | $2.31M | Buy |
26,580
+8,960
| +51% | +$831K | 0.05% | 60 |
|
|
2019
Q2 | $1.67M | Hold |
17,620
| – | – | 0.04% | 71 |
|
|
2019
Q1 | $1.57M | Hold |
17,620
| – | – | 0.03% | 67 |
|
|
2018
Q4 | $1.32M | Buy |
17,620
+7,540
| +75% | +$627K | 0.03% | 70 |
|
|
2018
Q3 | $1.01M | Hold |
10,080
| – | – | 0.02% | 86 |
|
|
2018
Q2 | $857K | Sell |
10,080
-100
| -1% | -$7.94K | 0.02% | 88 |
|
|
2018
Q1 | $737K | Sell |
10,180
-1,220
| -11% | -$87.2K | 0.02% | 94 |
|
|
2017
Q4 | $667K | Buy |
+11,400
| New | +$627K | 0.01% | 104 |
|
Other funds holding AMZN
Valmark Advisers's AMZN Position: Q2 2026 in Review
Valmark Advisers increased its Amazon (AMZN) stake by 7.3% in Q2 2026, buying an estimated $1M and bringing the position to 58,792 shares worth $14M. The position accounts for 0.15% of the portfolio, ranked #74.
Valmark Advisers first reported a position in AMZN in Q4 2017 and has held it in 35 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Valmark Advisers held 58,792 shares of Amazon worth $14M as of Q2 2026.
- Valmark Advisers bought 3,984 Amazon shares in Q2 2026, an estimated $1M.
- Amazon made up 0.15% of Valmark Advisers's portfolio in Q2 2026, its #74 holding.
- Valmark Advisers first reported a position in Amazon in Q4 2017 and has held it in 35 quarters since.
- 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.