Accordant Advisory Group
AMZN icon

Accordant Advisory Group’s Amazon AMZN Stock Holding History

Accordant Advisory Group’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 		$69.5K Hold
279
– – 0.04% 77
2026
Q2 		$66.5K Hold
279
– – 0.04% 84
2026
Q1 		$58.1K Sell
279
-97
-26% -$21.4K 0.04% 82
2025
Q4 		$86.8K Hold
376
– – 0.06% 65
2025
Q3 		$82.6K Sell
376
-100
-21% -$22.6K 0.06% 72
2025
Q2 		$104K Buy
476
+30
+7% +$5.94K 0.08% 67
2025
Q1 		$84.9K Buy
446
+321
+257% +$69.7K 0.08% 53
2024
Q4 		$27.4K Buy
125
+100
+400% +$20.5K 0.03% 89
2024
Q3 		$4.66K Buy
+25
New +$4.56K ﹤0.01% 130
2024
Q2 		– Sell
-1,294
Closed -$233K – 154
2024
Q1 		$233K Buy
+1,294
New +$216K 0.17% 76

Other funds holding AMZN

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Accordant Advisory Group's AMZN Position: Q3 2026 in Review

Accordant Advisory Group held its Amazon (AMZN) position steady in Q3 2026 at 279 shares worth $69.5K. The position accounts for 0.04% of the portfolio, ranked #77.

Accordant Advisory Group first reported a position in AMZN in Q1 2024 and has held it in 10 quarters since. The position peaked at $233K in Q1 2024. 4,836 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Accordant Advisory Group held 279 shares of Amazon worth $69.5K as of Q3 2026.
  • Accordant Advisory Group left its Amazon share count unchanged in Q3 2026.
  • Amazon made up 0.04% of Accordant Advisory Group's portfolio in Q3 2026, its #77 holding.
  • Accordant Advisory Group first reported a position in Amazon in Q1 2024 and has held it in 10 quarters since.
  • Accordant Advisory Group's Amazon position peaked at $233K in Q1 2024.
  • 4,836 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Accordant Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.