AIA
AMZN icon

Allied Investment Advisors’s Amazon AMZN Stock Holding History

Allied Investment Advisors’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 		$832K Buy
3,341
+118
+4% +$30K 0.08% 64
2026
Q2 		$768K Sell
3,223
-25
-0.8% -$6.28K 0.1% 65
2026
Q1 		$676K Buy
3,248
+107
+3% +$23.6K 0.1% 59
2025
Q4 		$725K Sell
3,141
-126
-4% -$28.8K 0.11% 58
2025
Q3 		$717K Buy
3,267
+740
+29% +$168K 0.11% 57
2025
Q2 		$554K Buy
2,527
+93
+4% +$18.4K 0.1% 56
2025
Q1 		$463K Buy
2,434
+31
+1% +$6.73K 0.09% 58
2024
Q4 		$527K Sell
2,403
-96
-4% -$19.6K 0.11% 53
2024
Q3 		$466K Sell
2,499
-438
-15% -$79.9K 0.09% 53
2024
Q2 		$568K Buy
2,937
+540
+23% +$99.2K 0.13% 44
2024
Q1 		$432K Buy
2,397
+340
+17% +$56.8K 0.1% 47
2023
Q4 		$313K Hold
2,057
– – 0.09% 53
2023
Q3 		$261K Sell
2,057
-1,218
-37% -$163K 0.08% 52
2023
Q2 		$427K Buy
+3,275
New +$374K 0.12% 45

Other funds holding AMZN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Allied Investment Advisors's AMZN Position: Q3 2026 in Review

Allied Investment Advisors increased its Amazon (AMZN) stake by 3.7% in Q3 2026, buying an estimated $30K and bringing the position to 3,341 shares worth $832K. The position accounts for 0.08% of the portfolio, ranked #64.

Allied Investment Advisors first reported a position in AMZN in Q2 2023 and has held it in 14 quarters since. 755 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Allied Investment Advisors held 3,341 shares of Amazon worth $832K as of Q3 2026.
  • Allied Investment Advisors bought 118 Amazon shares in Q3 2026, an estimated $30K.
  • Amazon made up 0.08% of Allied Investment Advisors's portfolio in Q3 2026, its #64 holding.
  • Allied Investment Advisors first reported a position in Amazon in Q2 2023 and has held it in 14 quarters since.
  • 755 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Allied Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.