Allen Wealth Management
AMZN icon

Allen Wealth Management’s Amazon AMZN Stock Holding History

Allen 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 		$494K Sell
1,981
-131
-6% -$33.3K 0.24% 36
2026
Q2 		$503K Sell
2,112
-524
-20% -$132K 0.25% 41
2026
Q1 		$549K Buy
2,636
+444
+20% +$97.8K 0.27% 43
2025
Q4 		$506K Sell
2,192
-20
-0.9% -$4.58K 0.3% 42
2025
Q3 		$486K Buy
2,212
+154
+7% +$34.9K 0.33% 41
2025
Q2 		$452K Sell
2,058
-110
-5% -$21.8K 0.32% 41
2025
Q1 		$412K Sell
2,168
-25
-1% -$5.42K 0.28% 41
2024
Q4 		$481K Buy
2,193
+23
+1% +$4.7K 0.34% 39
2024
Q3 		$404K Buy
2,170
+130
+6% +$23.7K 0.28% 41
2024
Q2 		$394K Buy
2,040
+26
+1% +$4.78K 0.35% 43
2024
Q1 		$363K Sell
2,014
-250
-11% -$41.7K 0.32% 46
2023
Q4 		$344K Buy
+2,264
New +$317K 0.34% 41

Other funds holding AMZN

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
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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

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

Allen Wealth Management reduced its Amazon (AMZN) stake by 6.2% in Q3 2026, selling an estimated $33.3K and leaving 1,981 shares worth $494K. The position accounts for 0.24% of the portfolio, ranked #36.

Allen Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 12 quarters since. The position peaked at $549K in Q1 2026. 3,977 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Allen Wealth Management held 1,981 shares of Amazon worth $494K as of Q3 2026.
  • Allen Wealth Management sold 131 Amazon shares in Q3 2026, an estimated $33.3K.
  • Amazon made up 0.24% of Allen Wealth Management's portfolio in Q3 2026, its #36 holding.
  • Allen Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 12 quarters since.
  • Allen Wealth Management's Amazon position peaked at $549K in Q1 2026.
  • 3,977 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.