Axxcess Wealth Management
AMZN icon

Axxcess Wealth Management’s Amazon AMZN Stock Holding History

Axxcess 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 		$40.8M Sell
163,618
-178,724
-52% -$45.4M 1.67% 6
2026
Q2 		$81.2M Buy
342,342
+14,642
+4% +$3.68M 1.29% 12
2026
Q1 		$67.9M Sell
327,700
-19,018
-5% -$4.19M 2.18% 11
2025
Q4 		$79.6M Buy
346,718
+50,130
+17% +$11.5M 1.38% 9
2025
Q3 		$65.1M Buy
296,588
+17,143
+6% +$3.88M 1.38% 12
2025
Q2 		$61.3M Buy
279,445
+7,518
+3% +$1.49M 1.43% 12
2025
Q1 		$51.7M Buy
271,927
+6,556
+2% +$1.42M 1.37% 15
2024
Q4 		$58.2M Buy
265,371
+2,684
+1% +$549K 1.4% 12
2024
Q3 		$48.9M Buy
262,687
+7,203
+3% +$1.31M 1.2% 17
2024
Q2 		$49.4M Buy
255,484
+14,774
+6% +$2.71M 1.31% 16
2024
Q1 		$43.4M Buy
240,710
+14,081
+6% +$2.35M 1.19% 16
2023
Q4 		$34.4M Buy
226,629
+18,071
+9% +$2.53M 1% 18
2023
Q3 		$26.5M Buy
208,558
+91,958
+79% +$12.3M 0.9% 24
2023
Q2 		$15.1M Sell
116,600
-25,659
-18% -$2.93M 1.09% 14
2023
Q1 		$14.7M Buy
142,259
+12,943
+10% +$1.25M 1.11% 10
2022
Q4 		$10.9M Buy
129,316
+6,619
+5% +$654K 0.9% 17
2022
Q3 		$13.9M Buy
122,697
+9,860
+9% +$1.25M 1.31% 12
2022
Q2 		$12M Buy
112,837
+2,297
+2% +$287K 1.1% 12
2022
Q1 		$18M Buy
110,540
+4,140
+4% +$640K 1.41% 10
2021
Q4 		$17.7M Buy
+106,400
New +$18.2M 1.29% 12

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

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

Axxcess Wealth Management reduced its Amazon (AMZN) stake by 52% in Q3 2026, selling an estimated $45.4M and leaving 163,618 shares worth $40.8M. The position accounts for 1.67% of the portfolio, ranked #6.

Axxcess Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 20 quarters since. The position peaked at $81.2M in Q2 2026. 3,748 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Axxcess Wealth Management held 163,618 shares of Amazon worth $40.8M as of Q3 2026.
  • Axxcess Wealth Management sold 178,724 Amazon shares in Q3 2026, an estimated $45.4M.
  • Amazon made up 1.67% of Axxcess Wealth Management's portfolio in Q3 2026, its #6 holding.
  • Axxcess Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 20 quarters since.
  • Axxcess Wealth Management's Amazon position peaked at $81.2M in Q2 2026.
  • 3,748 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.