Baker Tilly Wealth Management
AMZN icon

Baker Tilly Wealth Management’s Amazon AMZN Stock Holding History

Baker Tilly 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 		$7.42M Buy
29,767
+2,648
+10% +$673K 1.45% 18
2026
Q2 		$6.46M Buy
27,119
+1,210
+5% +$304K 1.37% 17
2026
Q1 		$5.4M Sell
25,909
-2,064
-7% -$454K 1.31% 18
2025
Q4 		$6.46M Buy
27,973
+1,201
+4% +$275K 1.59% 16
2025
Q3 		$5.88M Buy
26,772
+209
+0.8% +$47.3K 1.33% 21
2025
Q2 		$5.83M Sell
26,563
-800
-3% -$158K 2.08% 10
2025
Q1 		$5.21M Buy
27,363
+433
+2% +$94K 2.04% 10
2024
Q4 		$5.91M Buy
26,930
+8
+0% +$1.64K 2.32% 8
2024
Q3 		$5.02M Sell
26,922
-3,735
-12% -$681K 2.22% 7
2024
Q2 		$5.92M Sell
30,657
-51,907
-63% -$9.5M 2.42% 7
2024
Q1 		$14.9M Sell
82,564
-5,827
-7% -$973K 2.69% 5
2023
Q4 		$13.4M Sell
88,391
-10,364
-10% -$1.45M 2.2% 7
2023
Q3 		$12.6M Sell
98,755
-83,962
-46% -$11.3M 2.07% 8
2023
Q2 		$23.8M Sell
182,717
-1,529
-0.8% -$175K 2.5% 5
2023
Q1 		$19M Buy
184,246
+10,898
+6% +$1.05M 2.14% 5
2022
Q4 		$14.6M Buy
173,348
+4,976
+3% +$492K 1.79% 5
2022
Q3 		$19M Sell
168,372
-5,284
-3% -$668K 2.59% 6
2022
Q2 		$18.4M Buy
173,656
+26,896
+18% +$3.37M 2.42% 5
2022
Q1 		$23.9M Buy
146,760
+17,000
+13% +$2.63M 2.65% 5
2021
Q4 		$21.6M Buy
129,760
+23,140
+22% +$3.96M 2.32% 6
2021
Q3 		$17.5M Buy
106,620
+28,620
+37% +$4.94M 2.31% 5
2021
Q2 		$13.4M Buy
78,000
+4,940
+7% +$821K 2.16% 6
2021
Q1 		$11.3M Buy
73,060
+42,120
+136% +$6.68M 2.31% 5
2020
Q4 		$5.04M Buy
+30,940
New +$4.94M 1.56% 7

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

Baker Tilly Wealth Management's AMZN Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Amazon (AMZN) stake by 9.8% in Q3 2026, buying an estimated $673K and bringing the position to 29,767 shares worth $7.42M. The position accounts for 1.45% of the portfolio, ranked #18.

Baker Tilly Wealth Management first reported a position in AMZN in Q4 2020 and has held it in 24 quarters since. The position peaked at $23.9M in Q1 2022. 2,005 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Baker Tilly Wealth Management held 29,767 shares of Amazon worth $7.42M as of Q3 2026.
  • Baker Tilly Wealth Management bought 2,648 Amazon shares in Q3 2026, an estimated $673K.
  • Amazon made up 1.45% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Baker Tilly Wealth Management first reported a position in Amazon in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Amazon position peaked at $23.9M in Q1 2022.
  • 2,005 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.