Able Wealth Management
AMZN icon

Able Wealth Management’s Amazon AMZN Stock Holding History

Able Wealth Management’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 		$1.63M Buy
6,474
+382
+6% +$97.1K 0.36% 52
2026
Q2 		$1.45M Buy
6,092
+1,566
+35% +$393K 0.33% 55
2026
Q1 		$943K Buy
+4,526
New +$997K 0.25% 62
2025
Q4 		– Sell
-2,848
Closed -$625K – 114
2025
Q3 		$625K Buy
2,848
+145
+5% +$32.8K 0.24% 63
2025
Q2 		$593K Buy
2,703
+654
+32% +$129K 0.3% 57
2025
Q1 		$390K Buy
2,049
+80
+4% +$17.4K 0.23% 71
2024
Q4 		$432K Buy
1,969
+162
+9% +$33.1K 0.28% 62
2024
Q3 		$337K Sell
1,807
-206
-10% -$37.6K 0.26% 63
2024
Q2 		$389K Buy
2,013
+48
+2% +$8.82K 0.32% 54
2024
Q1 		$354K Buy
1,965
+312
+19% +$52.1K 0.31% 54
2023
Q4 		$251K Buy
+1,653
New +$232K 0.23% 68

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Able Wealth Management's AMZN Position: Q3 2026 in Review

Able Wealth Management increased its Amazon (AMZN) stake by 6.3% in Q3 2026, buying an estimated $97.1K and bringing the position to 6,474 shares worth $1.63M. The position accounts for 0.36% of the portfolio, ranked #52.

Able Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 2,179 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Able Wealth Management held 6,474 shares of Amazon worth $1.63M as of Q3 2026.
  • Able Wealth Management bought 382 Amazon shares in Q3 2026, an estimated $97.1K.
  • Amazon made up 0.36% of Able Wealth Management's portfolio in Q3 2026, its #52 holding.
  • Able Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 2,179 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.