Xcel 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
Q3 | $32.6M | Buy |
130,785
+93
| +0.1% | +$23.6K | 8.06% | 1 |
|
|
2026
Q2 | $31.1M | Sell |
130,692
-3,371
| -3% | -$846K | 7.43% | 1 |
|
|
2026
Q1 | $27.9M | Sell |
134,063
-2,307
| -2% | -$508K | 7.72% | 1 |
|
|
2025
Q4 | $31.5M | Sell |
136,370
-416
| -0.3% | -$95.2K | 8.01% | 1 |
|
|
2025
Q3 | $30M | Buy |
136,786
+35
| +0% | +$7.92K | 7.81% | 1 |
|
|
2025
Q2 | $30M | Buy |
136,751
+3,506
| +3% | +$694K | 8.54% | 1 |
|
|
2025
Q1 | $25.4M | Buy |
133,245
+6,278
| +5% | +$1.36M | 7.9% | 2 |
|
|
2024
Q4 | $27.9M | Buy |
126,967
+40
| +0% | +$8.18K | 7.72% | 2 |
|
|
2024
Q3 | $23.7M | Buy |
126,927
+10,184
| +9% | +$1.86M | 6.92% | 2 |
|
|
2024
Q2 | $22.6M | Sell |
116,743
-831
| -0.7% | -$153K | 7.06% | 2 |
|
|
2024
Q1 | $21.2M | Sell |
117,574
-1,138
| -1% | -$190K | 6.63% | 2 |
|
|
2023
Q4 | $18M | Sell |
118,712
-3,533
| -3% | -$495K | 6.33% | 2 |
|
|
2023
Q3 | $15.5M | Sell |
122,245
-9,929
| -8% | -$1.33M | 6.13% | 3 |
|
|
2023
Q2 | $17.2M | Buy |
132,174
+2,000
| +2% | +$228K | 5.44% | 2 |
|
|
2023
Q1 | $13.4M | Buy |
130,174
+1,627
| +1% | +$157K | 4.73% | 2 |
|
|
2022
Q4 | $10.8M | Buy |
128,547
+380
| +0.3% | +$37.5K | 4.25% | 4 |
|
|
2022
Q3 | $14.5M | Buy |
128,167
+3,665
| +3% | +$463K | 5.39% | 2 |
|
|
2022
Q2 | $13.2M | Sell |
124,502
-7,398
| -6% | -$926K | 4.82% | 3 |
|
|
2022
Q1 | $21.5M | Buy |
131,900
+12,320
| +10% | +$1.9M | 5.9% | 2 |
|
|
2021
Q4 | $19.9M | Sell |
119,580
-720
| -0.6% | -$123K | 5.13% | 2 |
|
|
2021
Q3 | $19.8M | Buy |
120,300
+11,460
| +11% | +$1.98M | 5.73% | 1 |
|
|
2021
Q2 | $18.7M | Buy |
108,840
+1,180
| +1% | +$196K | 5.65% | 1 |
|
|
2021
Q1 | $16.7M | Buy |
107,660
+12,840
| +14% | +$2.04M | 5.94% | 1 |
|
|
2020
Q4 | $15.4M | Buy |
94,820
+440
| +0.5% | +$70.2K | 6.66% | 1 |
|
|
2020
Q3 | $14.9M | Buy |
94,380
+5,140
| +6% | +$810K | 7.64% | 1 |
|
|
2020
Q2 | $12.3M | Sell |
89,240
-4,220
| -5% | -$510K | 7.64% | 1 |
|
|
2020
Q1 | $9.11M | Buy |
93,460
+3,820
| +4% | +$370K | 8.22% | 1 |
|
|
2019
Q4 | $8.28M | Buy |
89,640
+9,140
| +11% | +$809K | 6.88% | 1 |
|
|
2019
Q3 | $6.99M | Buy |
80,500
+7,000
| +10% | +$649K | 6.47% | 1 |
|
|
2019
Q2 | $6.96M | Buy |
73,500
+3,620
| +5% | +$337K | 6.82% | 1 |
|
|
2019
Q1 | $6.22M | Buy |
69,880
+9,460
| +16% | +$787K | 6.41% | 1 |
|
|
2018
Q4 | $4.54M | Buy |
+60,420
| New | +$5.02M | 5.55% | 4 |
|
Other funds holding AMZN
Xcel Wealth Management's AMZN Position: Q3 2026 in Review
Xcel Wealth Management increased its Amazon (AMZN) stake by 0.07% in Q3 2026, buying an estimated $23.6K and bringing the position to 130,785 shares worth $32.6M. The position accounts for 8.06% of the portfolio, ranked #1.
Xcel Wealth Management first reported a position in AMZN in Q4 2018 and has held it in 32 quarters since. 2,757 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.
- Xcel Wealth Management held 130,785 shares of Amazon worth $32.6M as of Q3 2026.
- Xcel Wealth Management bought 93 Amazon shares in Q3 2026, an estimated $23.6K.
- Amazon made up 8.06% of Xcel Wealth Management's portfolio in Q3 2026, its #1 holding.
- Xcel Wealth Management first reported a position in Amazon in Q4 2018 and has held it in 32 quarters since.
- 2,757 funds tracked by Wall St. Rank held Amazon as of Q3 2026.
Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.