Altus Wealth Group
AMZN icon

Altus Wealth Group’s Amazon AMZN Stock Holding History

Altus Wealth 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 		$2.82M Sell
11,332
-935
-8% -$238K 1.06% 18
2026
Q2 		$2.92M Buy
12,267
+152
+1% +$38.2K 1.06% 18
2026
Q1 		$2.52M Buy
12,115
+50
+0.4% +$11K 1.03% 19
2025
Q4 		$2.78M Buy
12,065
+97
+0.8% +$22.2K 1.11% 19
2025
Q3 		$2.63M Buy
11,968
+439
+4% +$99.4K 1.08% 18
2025
Q2 		$2.53M Buy
11,529
+21
+0.2% +$4.16K 1.12% 18
2025
Q1 		$2.19M Sell
11,508
-109
-0.9% -$23.7K 1.03% 21
2024
Q4 		$2.55M Sell
11,617
-1,423
-11% -$291K 1.13% 23
2024
Q3 		$2.43M Buy
13,040
+272
+2% +$49.6K 1.04% 22
2024
Q2 		$2.47M Sell
12,768
-200
-2% -$36.7K 1.24% 20
2024
Q1 		$2.34M Buy
12,968
+2,148
+20% +$359K 1.17% 22
2023
Q4 		$1.64M Buy
10,820
+228
+2% +$32K 0.91% 23
2023
Q3 		$1.35M Sell
10,592
-637
-6% -$85.4K 0.85% 29
2023
Q2 		$1.46M Sell
11,229
-143
-1% -$16.3K 0.9% 28
2023
Q1 		$1.17M Buy
11,372
+378
+3% +$36.5K 0.79% 29
2022
Q4 		$923K Buy
10,994
+10,597
+2,669% +$1.05M 0.7% 35
2022
Q3 		$1.3M Hold
397
– – 1.3% 16
2022
Q2 		$1.3M Sell
397
-8,263
-95% -$1.03M 1.3% 16
2022
Q1 		$1.41M Buy
8,660
+720
+9% +$111K 1.16% 19
2021
Q4 		$1.32M Hold
7,940
– – 1.09% 18
2021
Q3 		$1.3M Buy
7,940
+540
+7% +$93.1K 1.3% 16
2021
Q2 		$1.27M Buy
7,400
+100
+1% +$16.6K 1.24% 20
2021
Q1 		$1.21M Sell
7,300
-940
-11% -$149K 1.2% 20
2020
Q4 		$1.34M Buy
+8,240
New +$1.31M 1.28% 14

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

Altus Wealth Group's AMZN Position: Q3 2026 in Review

Altus Wealth Group reduced its Amazon (AMZN) stake by 7.6% in Q3 2026, selling an estimated $238K and leaving 11,332 shares worth $2.82M. The position accounts for 1.06% of the portfolio, ranked #18.

Altus Wealth Group first reported a position in AMZN in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.92M in Q2 2026. 3,951 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Altus Wealth Group held 11,332 shares of Amazon worth $2.82M as of Q3 2026.
  • Altus Wealth Group sold 935 Amazon shares in Q3 2026, an estimated $238K.
  • Amazon made up 1.06% of Altus Wealth Group's portfolio in Q3 2026, its #18 holding.
  • Altus Wealth Group first reported a position in Amazon in Q4 2020 and has held it in 24 quarters since.
  • Altus Wealth Group's Amazon position peaked at $2.92M in Q2 2026.
  • 3,951 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

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