ADG Wealth Management Group
AMZN icon

ADG Wealth Management Group’s Amazon AMZN Stock Holding History

ADG Wealth Management 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 		$381K Buy
1,531
+3
+0.2% +$762 0.24% 32
2026
Q2 		$364K Buy
1,528
+125
+9% +$31.4K 0.23% 31
2026
Q1 		$292K Buy
1,403
+397
+39% +$87.4K 0.2% 34
2025
Q4 		$232K Buy
1,006
+78
+8% +$17.8K 0.18% 37
2025
Q3 		$204K Buy
+928
New +$210K 0.16% 29

Other funds holding AMZN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

ADG Wealth Management Group's AMZN Position: Q3 2026 in Review

ADG Wealth Management Group increased its Amazon (AMZN) stake by 0.2% in Q3 2026, buying an estimated $762 and bringing the position to 1,531 shares worth $381K. The position accounts for 0.24% of the portfolio, ranked #32.

ADG Wealth Management Group first reported a position in AMZN in Q3 2025 and has held it in 5 quarters since. 5,350 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • ADG Wealth Management Group held 1,531 shares of Amazon worth $381K as of Q3 2026.
  • ADG Wealth Management Group bought 3 Amazon shares in Q3 2026, an estimated $762.
  • Amazon made up 0.24% of ADG Wealth Management Group's portfolio in Q3 2026, its #32 holding.
  • ADG Wealth Management Group first reported a position in Amazon in Q3 2025 and has held it in 5 quarters since.
  • 5,350 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on ADG Wealth Management Group's 13F filing for Q3 2026, filed 23 Oct 2026.