AWA
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Aaron Wealth Advisors’s Amazon AMZN Stock Holding History

Aaron 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 		$30.7M Buy
123,406
+9,274
+8% +$2.36M 1.5% 13
2026
Q2 		$27.2M Buy
114,132
+9,264
+9% +$2.33M 1.38% 16
2026
Q1 		$21.8M Sell
104,868
-25,042
-19% -$5.51M 1.24% 17
2025
Q4 		$30M Buy
129,910
+25,993
+25% +$5.95M 1.64% 12
2025
Q3 		$22.8M Buy
103,917
+46,147
+80% +$10.4M 1.35% 14
2025
Q2 		$12.7M Buy
57,770
+3,933
+7% +$778K 1.29% 16
2025
Q1 		$10.2M Buy
53,837
+3,054
+6% +$663K 1.17% 16
2024
Q4 		$11.1M Buy
50,783
+3,976
+8% +$813K 1.29% 16
2024
Q3 		$8.72M Buy
46,807
+9,932
+27% +$1.81M 1.04% 15
2024
Q2 		$7.13M Buy
36,875
+1,846
+5% +$339K 0.99% 17
2024
Q1 		$6.32M Buy
35,029
+9,924
+40% +$1.66M 0.91% 17
2023
Q4 		$3.81M Buy
25,105
+1,937
+8% +$272K 0.63% 22
2023
Q3 		$2.95M Buy
23,168
+157
+0.7% +$21K 0.38% 41
2023
Q2 		$3M Buy
23,011
+1,760
+8% +$201K 0.39% 43
2023
Q1 		$2.2M Buy
21,251
+5,794
+37% +$560K 0.3% 52
2022
Q4 		$1.3M Sell
15,457
-4,646
-23% -$459K 0.19% 84
2022
Q3 		$2.27M Buy
20,103
+2,104
+12% +$266K 0.42% 47
2022
Q2 		$1.91M Buy
17,999
+4,219
+31% +$528K 0.48% 42
2022
Q1 		$2.25M Buy
13,780
+820
+6% +$127K 0.52% 35
2021
Q4 		$2.16M Buy
12,960
+2,840
+28% +$486K 0.6% 31
2021
Q3 		$1.66M Sell
10,120
-220
-2% -$37.9K 0.47% 31
2021
Q2 		$1.78M Buy
10,340
+580
+6% +$96.4K 0.59% 31
2021
Q1 		$1.51M Sell
9,760
-1,120
-10% -$178K 0.55% 33
2020
Q4 		$1.77M Buy
+10,880
New +$1.74M 0.65% 35

Other funds holding AMZN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

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

Aaron Wealth Advisors increased its Amazon (AMZN) stake by 8.1% in Q3 2026, buying an estimated $2.36M and bringing the position to 123,406 shares worth $30.7M. The position accounts for 1.5% of the portfolio, ranked #13.

Aaron Wealth Advisors first reported a position in AMZN in Q4 2020 and has held it in 24 quarters since. 755 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Aaron Wealth Advisors held 123,406 shares of Amazon worth $30.7M as of Q3 2026.
  • Aaron Wealth Advisors bought 9,274 Amazon shares in Q3 2026, an estimated $2.36M.
  • Amazon made up 1.5% of Aaron Wealth Advisors's portfolio in Q3 2026, its #13 holding.
  • Aaron Wealth Advisors first reported a position in Amazon in Q4 2020 and has held it in 24 quarters since.
  • 755 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

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