Balboa Wealth Partners
AMZN icon

Balboa Wealth Partners’s Amazon AMZN Stock Holding History

Balboa Wealth Partners’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 		$13.3M Buy
53,567
+908
+2% +$231K 1.79% 9
2026
Q2 		$12.6M Sell
52,659
-3,146
-6% -$790K 1.71% 10
2026
Q1 		$11.6M Sell
55,805
-146
-0.3% -$32.1K 1.95% 9
2025
Q4 		$12.9M Sell
55,951
-2,056
-4% -$470K 2.14% 8
2025
Q3 		$12.7M Sell
58,007
-367
-0.6% -$83.1K 2.2% 7
2025
Q2 		$12.8M Sell
58,374
-4,622
-7% -$915K 2.57% 5
2025
Q1 		$12M Sell
62,996
-549
-0.9% -$119K 2.89% 6
2024
Q4 		$13.9M Sell
63,545
-3,987
-6% -$816K 3.18% 5
2024
Q3 		$12.6M Sell
67,532
-7,167
-10% -$1.31M 3.13% 6
2024
Q2 		$14.4M Buy
74,699
+906
+1% +$166K 3.81% 5
2024
Q1 		$13.3M Buy
73,793
+2,815
+4% +$470K 3.92% 5
2023
Q4 		$10.8M Buy
70,978
+2,968
+4% +$416K 3.58% 6
2023
Q3 		$8.65M Buy
68,010
+773
+1% +$104K 3.24% 5
2023
Q2 		$8.77M Buy
67,237
+4,594
+7% +$525K 3.06% 6
2023
Q1 		$6.47M Buy
62,643
+14,038
+29% +$1.36M 2.44% 8
2022
Q4 		$4.08M Sell
48,605
-6,055
-11% -$598K 1.84% 8
2022
Q3 		$6.18M Buy
+54,660
New +$6.91M 2.72% 4

Other funds holding AMZN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Balboa Wealth Partners's AMZN Position: Q3 2026 in Review

Balboa Wealth Partners increased its Amazon (AMZN) stake by 1.7% in Q3 2026, buying an estimated $231K and bringing the position to 53,567 shares worth $13.3M. The position accounts for 1.79% of the portfolio, ranked #9.

Balboa Wealth Partners first reported a position in AMZN in Q3 2022 and has held it in 17 quarters since. The position peaked at $14.4M in Q2 2024. 5,350 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Balboa Wealth Partners held 53,567 shares of Amazon worth $13.3M as of Q3 2026.
  • Balboa Wealth Partners bought 908 Amazon shares in Q3 2026, an estimated $231K.
  • Amazon made up 1.79% of Balboa Wealth Partners's portfolio in Q3 2026, its #9 holding.
  • Balboa Wealth Partners first reported a position in Amazon in Q3 2022 and has held it in 17 quarters since.
  • Balboa Wealth Partners's Amazon position peaked at $14.4M in Q2 2024.
  • 5,350 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.