Apex Wealth Management
AMZN icon

Apex Wealth Management’s Amazon AMZN Stock Holding History

Apex 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 		$5.2M Buy
20,876
+31
+0.1% +$7.88K 3.06% 15
2026
Q2 		$4.97M Sell
20,845
-21
-0.1% -$5.27K 3.03% 13
2026
Q1 		$4.35M Buy
20,866
+10,314
+98% +$2.27M 2.98% 14
2025
Q4 		$2.52M Sell
10,552
-9,956
-49% -$2.28M 2.56% 13
2025
Q3 		$4.5M Buy
20,508
+857
+4% +$194K 3.22% 13
2025
Q2 		$4.31M Buy
19,651
+464
+2% +$91.8K 3.46% 9
2025
Q1 		$3.65M Buy
19,187
+153
+0.8% +$33.2K 3.28% 10
2024
Q4 		$4.18M Buy
+19,034
New +$3.89M 3.6% 8

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Apex Wealth Management increased its Amazon (AMZN) stake by 0.15% in Q3 2026, buying an estimated $7.88K and bringing the position to 20,876 shares worth $5.2M. The position accounts for 3.06% of the portfolio, ranked #15.

Apex Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 8 quarters since. 1,753 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Apex Wealth Management held 20,876 shares of Amazon worth $5.2M as of Q3 2026.
  • Apex Wealth Management bought 31 Amazon shares in Q3 2026, an estimated $7.88K.
  • Amazon made up 3.06% of Apex Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Apex Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 8 quarters since.
  • 1,753 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

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