William Howard & Co Financial 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
$355K Buy
1,490
+12
+0.8% +$3.01K 0.28% 41
2026
Q1
$308K Buy
1,478
+331
+29% +$72.9K 0.27% 40
2025
Q4
$265K Hold
1,147
0.22% 45
2025
Q3
$252K Sell
1,147
-666
-37% -$151K 0.21% 47
2025
Q2
$398K Buy
1,813
+17
+0.9% +$3.36K 0.35% 35
2025
Q1
$342K Sell
1,796
-5
-0.3% -$1.08K 0.32% 36
2024
Q4
$395K Sell
1,801
-234
-11% -$47.9K 0.36% 33
2024
Q3
$380K Buy
2,035
+105
+5% +$19.2K 0.32% 35
2024
Q2
$373K Hold
1,930
0.34% 32
2024
Q1
$347K Buy
+1,930
New +$322K 0.33% 32

Other funds holding AMZN

William Howard & Co Financial Advisors's AMZN Position: Q2 2026 in Review

William Howard & Co Financial Advisors increased its Amazon (AMZN) stake by 0.81% in Q2 2026, buying an estimated $3.01K and bringing the position to 1,490 shares worth $355K. The position accounts for 0.28% of the portfolio, ranked #41.

William Howard & Co Financial Advisors first reported a position in AMZN in Q1 2024 and has held it in 10 quarters since. The position peaked at $398K in Q2 2025. 6,093 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • William Howard & Co Financial Advisors held 1,490 shares of Amazon worth $355K as of Q2 2026.
  • William Howard & Co Financial Advisors bought 12 Amazon shares in Q2 2026, an estimated $3.01K.
  • Amazon made up 0.28% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #41 holding.
  • William Howard & Co Financial Advisors first reported a position in Amazon in Q1 2024 and has held it in 10 quarters since.
  • William Howard & Co Financial Advisors's Amazon position peaked at $398K in Q2 2025.
  • 6,093 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.