A4 Wealth Advisors
AMZN icon

A4 Wealth Advisors’s Amazon AMZN Stock Holding History

A4 Wealth Advisors’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.48M Sell
5,949
-482
-7% -$122K 0.97% 22
2026
Q2 		$1.53M Sell
6,431
-1,134
-15% -$285K 1.02% 22
2026
Q1 		$1.58M Buy
7,565
+3,245
+75% +$714K 1.29% 19
2025
Q4 		$997K Sell
4,320
-3,605
-45% -$825K 0.86% 31
2025
Q3 		$1.74M Buy
+7,925
New +$1.79M 1.47% 14

Other funds holding AMZN

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

A4 Wealth Advisors's AMZN Position: Q3 2026 in Review

A4 Wealth Advisors reduced its Amazon (AMZN) stake by 7.5% in Q3 2026, selling an estimated $122K and leaving 5,949 shares worth $1.48M. The position accounts for 0.97% of the portfolio, ranked #22.

A4 Wealth Advisors first reported a position in AMZN in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.74M in Q3 2025. 3,556 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • A4 Wealth Advisors held 5,949 shares of Amazon worth $1.48M as of Q3 2026.
  • A4 Wealth Advisors sold 482 Amazon shares in Q3 2026, an estimated $122K.
  • Amazon made up 0.97% of A4 Wealth Advisors's portfolio in Q3 2026, its #22 holding.
  • A4 Wealth Advisors first reported a position in Amazon in Q3 2025 and has held it in 5 quarters since.
  • A4 Wealth Advisors's Amazon position peaked at $1.74M in Q3 2025.
  • 3,556 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.