Badgley Phelps Wealth Managers
AMZN icon

Badgley Phelps Wealth Managers’s Amazon AMZN Stock Holding History

Badgley Phelps Wealth Managers’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 		$161M Buy
646,070
+624
+0.1% +$159K 2.77% 6
2026
Q2 		$154M Buy
645,446
+2,875
+0.4% +$722K 2.69% 6
2026
Q1 		$134M Sell
642,571
-28,461
-4% -$6.27M 2.66% 7
2025
Q4 		$155M Buy
671,032
+66,496
+11% +$15.2M 2.84% 6
2025
Q3 		$133M Sell
604,536
-2,331
-0.4% -$528K 2.79% 6
2025
Q2 		$133M Sell
606,867
-1,477
-0.2% -$292K 2.95% 5
2025
Q1 		$116M Sell
608,344
-3,542
-0.6% -$769K 2.79% 6
2024
Q4 		$134M Sell
611,886
-9,698
-2% -$1.98M 3.13% 5
2024
Q3 		$116M Buy
621,584
+8,036
+1% +$1.47M 2.69% 6
2024
Q2 		$119M Buy
613,548
+6,301
+1% +$1.16M 2.93% 5
2024
Q1 		$110M Buy
607,247
+6,422
+1% +$1.07M 2.74% 6
2023
Q4 		$91.3M Buy
600,825
+105,912
+21% +$14.8M 2.49% 5
2023
Q3 		$62.9M Sell
494,913
-17,409
-3% -$2.33M 2.14% 8
2023
Q2 		$66.8M Buy
512,322
+16,123
+3% +$1.84M 2.21% 8
2023
Q1 		$51.3M Buy
496,199
+4,203
+0.9% +$406K 1.89% 8
2022
Q4 		$41.3M Sell
491,996
-5,929
-1% -$586K 1.65% 10
2022
Q3 		$56.3M Buy
497,925
+6,335
+1% +$801K 2.42% 9
2022
Q2 		$52.2M Sell
491,590
-130
-0% -$16.3K 2.15% 9
2022
Q1 		$80.1M Buy
491,720
+1,020
+0.2% +$158K 2.79% 5
2021
Q4 		$81.8M Buy
490,700
+6,300
+1% +$1.08M 2.66% 5
2021
Q3 		$79.6M Buy
+484,400
New +$83.6M 2.89% 5

Other funds holding AMZN

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Badgley Phelps Wealth Managers's AMZN Position: Q3 2026 in Review

Badgley Phelps Wealth Managers increased its Amazon (AMZN) stake by 0.1% in Q3 2026, buying an estimated $159K and bringing the position to 646,070 shares worth $161M. The position accounts for 2.77% of the portfolio, ranked #6.

Badgley Phelps Wealth Managers first reported a position in AMZN in Q3 2021 and has held it in 21 quarters since. 4,774 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Badgley Phelps Wealth Managers held 646,070 shares of Amazon worth $161M as of Q3 2026.
  • Badgley Phelps Wealth Managers bought 624 Amazon shares in Q3 2026, an estimated $159K.
  • Amazon made up 2.77% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #6 holding.
  • Badgley Phelps Wealth Managers first reported a position in Amazon in Q3 2021 and has held it in 21 quarters since.
  • 4,774 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.