Wealthquest’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 | $5.24M | Buy |
22,005
+5,201
| +31% | +$1.31M | 0.33% | 27 |
|
|
2026
Q1 | $3.5M | Buy |
16,804
+10
| +0.1% | +$2.2K | 0.25% | 26 |
|
|
2025
Q4 | $3.88M | Buy |
16,794
+1,171
| +7% | +$268K | 0.29% | 26 |
|
|
2025
Q3 | $3.43M | Buy |
15,623
+713
| +5% | +$161K | 0.27% | 24 |
|
|
2025
Q2 | $3.27M | Buy |
14,910
+565
| +4% | +$112K | 0.26% | 24 |
|
|
2025
Q1 | $2.73M | Sell |
14,345
-622
| -4% | -$135K | 0.23% | 28 |
|
|
2024
Q4 | $3.28M | Buy |
14,967
+411
| +3% | +$84.1K | 0.27% | 27 |
|
|
2024
Q3 | $2.69M | Buy |
14,556
+588
| +4% | +$107K | 0.24% | 32 |
|
|
2024
Q2 | $2.7M | Sell |
13,968
-296
| -2% | -$54.4K | 0.29% | 30 |
|
|
2024
Q1 | $2.57M | Sell |
14,264
-504
| -3% | -$84.1K | 0.28% | 31 |
|
|
2023
Q4 | $2.24M | Sell |
14,768
-325
| -2% | -$45.6K | 0.25% | 33 |
|
|
2023
Q3 | $1.92M | Sell |
15,093
-19
| -0.1% | -$2.55K | 0.24% | 33 |
|
|
2023
Q2 | $1.97M | Buy |
15,112
+394
| +3% | +$45K | 0.24% | 36 |
|
|
2023
Q1 | $1.52M | Sell |
14,718
-545
| -4% | -$52.7K | 0.2% | 40 |
|
|
2022
Q4 | $1.28M | Sell |
15,263
-1,883
| -11% | -$186K | 0.17% | 43 |
|
|
2022
Q3 | $1.94M | Buy |
17,146
+11,913
| +228% | +$1.51M | 0.27% | 36 |
|
|
2022
Q2 | $1.8M | Sell |
5,233
-12,127
| -70% | -$1.52M | 0.27% | 42 |
|
|
2022
Q1 | $2.89M | Hold |
17,360
| – | – | 0.44% | 25 |
|
|
2021
Q4 | $2.89M | Buy |
17,360
+1,300
| +8% | +$222K | 0.44% | 25 |
|
|
2021
Q3 | $2.64M | Buy |
16,060
+60
| +0.4% | +$10.3K | 0.44% | 26 |
|
|
2021
Q2 | $2.75M | Buy |
16,000
+940
| +6% | +$156K | 0.47% | 28 |
|
|
2021
Q1 | $2.33M | Sell |
15,060
-460
| -3% | -$72.9K | 0.44% | 29 |
|
|
2020
Q4 | $2.53M | Buy |
15,520
+40
| +0.3% | +$6.38K | 0.54% | 21 |
|
|
2020
Q3 | $2.44M | Sell |
15,480
-60
| -0.4% | -$9.46K | 0.6% | 21 |
|
|
2020
Q2 | $2.14M | Buy |
+15,540
| New | +$1.88M | 0.55% | 24 |
|
|
2019
Q4 | $975K | Sell |
10,560
-200
| -2% | -$17.7K | 0.28% | 60 |
|
|
2019
Q3 | $933K | Sell |
10,760
-860
| -7% | -$79.7K | 0.31% | 59 |
|
|
2019
Q2 | $1.1M | Sell |
11,620
-100
| -0.9% | -$9.31K | 0.42% | 47 |
|
|
2019
Q1 | $1.04M | Buy |
11,720
+380
| +3% | +$31.6K | 0.39% | 47 |
|
|
2018
Q4 | $851K | Buy |
+11,340
| New | +$943K | 0.35% | 51 |
|
Other funds holding AMZN
Wealthquest's AMZN Position: Q2 2026 in Review
Wealthquest increased its Amazon (AMZN) stake by 31% in Q2 2026, buying an estimated $1.31M and bringing the position to 22,005 shares worth $5.24M. The position accounts for 0.33% of the portfolio, ranked #27.
Wealthquest first reported a position in AMZN in Q4 2018 and has held it in 30 quarters since. 6,144 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Wealthquest held 22,005 shares of Amazon worth $5.24M as of Q2 2026.
- Wealthquest bought 5,201 Amazon shares in Q2 2026, an estimated $1.31M.
- Amazon made up 0.33% of Wealthquest's portfolio in Q2 2026, its #27 holding.
- Wealthquest first reported a position in Amazon in Q4 2018 and has held it in 30 quarters since.
- 6,144 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.