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Accredited Wealth Management’s Amazon AMZN Stock Holding History

Accredited 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
2025
Q3 		$852K Sell
251
-3,744
-94% -$847K 0.63% 35
2025
Q2 		$876K Buy
+3,995
New +$791K 0.71% 34
2025
Q1 		– Sell
-5,199
Closed -$1.14M – 370
2024
Q4 		$1.14M Buy
+5,199
New +$1.06M 1% 24

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Accredited Wealth Management's AMZN Position: Q3 2025 in Review

Accredited Wealth Management reduced its Amazon (AMZN) stake by 94% in Q3 2025, selling an estimated $847K and leaving 251 shares worth $852K. The position accounts for 0.63% of the portfolio, ranked #35.

Accredited Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.14M in Q4 2024. 5,567 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.

  • Accredited Wealth Management held 251 shares of Amazon worth $852K as of Q3 2025.
  • Accredited Wealth Management sold 3,744 Amazon shares in Q3 2025, an estimated $847K.
  • Amazon made up 0.63% of Accredited Wealth Management's portfolio in Q3 2025, its #35 holding.
  • Accredited Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 3 quarters since.
  • Accredited Wealth Management's Amazon position peaked at $1.14M in Q4 2024.
  • 5,567 funds tracked by Wall St. Rank held Amazon as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.