Aprio Wealth Management
AMZN icon

Aprio Wealth Management’s Amazon AMZN Stock Holding History

Aprio 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 		$16.1M Buy
64,586
+2,995
+5% +$761K 0.73% 39
2026
Q2 		$14.7M Buy
61,591
+3,904
+7% +$980K 0.73% 34
2026
Q1 		$12M Buy
57,687
+2,516
+5% +$554K 0.66% 39
2025
Q4 		$12.7M Buy
55,171
+28,378
+106% +$6.49M 0.73% 36
2025
Q3 		$5.88M Buy
26,793
+7,041
+36% +$1.59M 0.59% 37
2025
Q2 		$4.33M Buy
19,752
+4,338
+28% +$858K 0.49% 39
2025
Q1 		$2.93M Buy
15,414
+2,354
+18% +$511K 0.37% 48
2024
Q4 		$2.87M Buy
13,060
+2,641
+25% +$540K 0.42% 44
2024
Q3 		$1.94M Sell
10,419
-427
-4% -$77.9K 0.31% 50
2024
Q2 		$2.1M Sell
10,846
-115
-1% -$21.1K 0.38% 41
2024
Q1 		$1.98M Buy
10,961
+4,804
+78% +$802K 0.39% 35
2023
Q4 		$935K Sell
6,157
-188
-3% -$26.4K 0.21% 58
2023
Q3 		$807K Buy
6,345
+944
+17% +$126K 0.22% 55
2023
Q2 		$704K Buy
5,401
+807
+18% +$92.2K 0.19% 57
2023
Q1 		$475K Buy
4,594
+803
+21% +$77.6K 0.15% 67
2022
Q4 		$318K Buy
3,791
+343
+10% +$33.9K 0.11% 85
2022
Q3 		$390K Buy
3,448
+728
+27% +$92K 0.16% 67
2022
Q2 		$289K Sell
2,720
-160
-6% -$20K 0.12% 75
2022
Q1 		$469K Buy
2,880
+1,140
+66% +$176K 0.18% 53
2021
Q4 		$290K Buy
1,740
+60
+4% +$10.3K 0.12% 57
2021
Q3 		$276K Buy
+1,680
New +$290K 0.13% 60
2020
Q4 		– Sell
-2,060
Closed -$324K – 50
2020
Q3 		$324K Buy
+2,060
New +$325K 0.23% 46

Other funds holding AMZN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

Aprio Wealth Management increased its Amazon (AMZN) stake by 4.9% in Q3 2026, buying an estimated $761K and bringing the position to 64,586 shares worth $16.1M. The position accounts for 0.73% of the portfolio, ranked #39.

Aprio Wealth Management first reported a position in AMZN in Q3 2020 and has held it in 22 quarters since. 3,322 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Aprio Wealth Management held 64,586 shares of Amazon worth $16.1M as of Q3 2026.
  • Aprio Wealth Management bought 2,995 Amazon shares in Q3 2026, an estimated $761K.
  • Amazon made up 0.73% of Aprio Wealth Management's portfolio in Q3 2026, its #39 holding.
  • Aprio Wealth Management first reported a position in Amazon in Q3 2020 and has held it in 22 quarters since.
  • 3,322 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.