Athena Wealth Management
AMZN icon

Athena Wealth Management’s Amazon AMZN Stock Holding History

Athena 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 		$3.52M Buy
14,131
+1,021
+8% +$259K 2.53% 6
2026
Q2 		$3.12M Buy
13,110
+4,194
+47% +$1.05M 2.32% 6
2026
Q1 		$1.86M Buy
8,916
+904
+11% +$199K 1.52% 10
2025
Q4 		$1.85M Buy
+8,012
New +$1.83M 1.8% 6

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

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

Athena Wealth Management increased its Amazon (AMZN) stake by 7.8% in Q3 2026, buying an estimated $259K and bringing the position to 14,131 shares worth $3.52M. The position accounts for 2.53% of the portfolio, ranked #6.

Athena Wealth Management first reported a position in AMZN in Q4 2025 and has held it in 4 quarters since. 2,005 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Athena Wealth Management held 14,131 shares of Amazon worth $3.52M as of Q3 2026.
  • Athena Wealth Management bought 1,021 Amazon shares in Q3 2026, an estimated $259K.
  • Amazon made up 2.53% of Athena Wealth Management's portfolio in Q3 2026, its #6 holding.
  • Athena Wealth Management first reported a position in Amazon in Q4 2025 and has held it in 4 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.