Accurate Wealth Management
AMZN icon

Accurate Wealth Management’s Amazon AMZN Stock Holding History

Accurate 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 		$17.7M Buy
68,541
+4,384
+7% +$1.11M 1.53% 9
2026
Q2 		$15.7M Buy
64,157
+3,951
+7% +$992K 1.5% 8
2026
Q1 		$14.3M Buy
60,206
+9,238
+18% +$2.03M 1.72% 6
2025
Q4 		$12.6M Buy
50,968
+2,714
+6% +$621K 1.6% 9
2025
Q3 		$10.4M Buy
48,254
+5,179
+12% +$1.17M 1.39% 10
2025
Q2 		$9.6M Buy
43,075
+1,114
+3% +$220K 1.46% 10
2025
Q1 		$7.74M Buy
41,961
+1,985
+5% +$431K 1.48% 10
2024
Q4 		$8.73M Buy
39,976
+949
+2% +$194K 1.68% 8
2024
Q3 		$7.31M Buy
39,027
+1,037
+3% +$189K 1.47% 10
2024
Q2 		$7.3M Buy
37,990
+4,557
+14% +$837K 1.75% 9
2024
Q1 		$5.82M Buy
33,433
+29
+0.1% +$4.84K 1.7% 9
2023
Q4 		$5.17M Sell
33,404
-1,698
-5% -$238K 1.61% 10
2023
Q3 		$4.6M Buy
35,102
+1,507
+4% +$202K 1.44% 12
2023
Q2 		$4.51M Buy
33,595
+3,984
+13% +$455K 1.41% 12
2023
Q1 		$3.02M Buy
29,611
+3,281
+12% +$317K 1.04% 16
2022
Q4 		$2.36M Buy
26,330
+16,391
+165% +$1.62M 0.87% 18
2022
Q3 		$1.13M Sell
9,939
-19,108
-66% -$2.42M 0.47% 47
2022
Q2 		$3.27M Sell
29,047
-5,793
-17% -$725K 1.78% 9
2022
Q1 		$5.35M Buy
34,840
+19,520
+127% +$3.02M 2.4% 9
2021
Q4 		$2.55M Buy
15,320
+60
+0.4% +$10.3K 2.08% 9
2021
Q3 		$2.51M Buy
15,260
+1,040
+7% +$179K 2.19% 8
2021
Q2 		$2.45M Buy
+14,220
New +$2.36M 2.15% 8

Other funds holding AMZN

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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 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

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

Accurate Wealth Management increased its Amazon (AMZN) stake by 6.8% in Q3 2026, buying an estimated $1.11M and bringing the position to 68,541 shares worth $17.7M. The position accounts for 1.53% of the portfolio, ranked #9.

Accurate Wealth Management first reported a position in AMZN in Q2 2021 and has held it in 22 quarters since. 4,029 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Accurate Wealth Management held 68,541 shares of Amazon worth $17.7M as of Q3 2026.
  • Accurate Wealth Management bought 4,384 Amazon shares in Q3 2026, an estimated $1.11M.
  • Amazon made up 1.53% of Accurate Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Accurate Wealth Management first reported a position in Amazon in Q2 2021 and has held it in 22 quarters since.
  • 4,029 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

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