Ball & Co Wealth Management
AMZN icon

Ball & Co Wealth Management’s Amazon AMZN Stock Holding History

Ball & Co 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 		$725K Buy
2,910
+1,626
+127% +$413K 0.49% 17
2026
Q2 		$306K Buy
1,284
+668
+108% +$168K 0.22% 22
2026
Q1 		$128K Hold
616
– – 0.11% 23
2025
Q4 		$142K Hold
616
– – 0.09% 31
2025
Q3 		$135K Buy
616
+15
+2% +$3.4K 0.09% 29
2025
Q2 		$131K Buy
601
+30
+5% +$5.94K 0.14% 23
2025
Q1 		$108K Sell
571
-399
-41% -$86.6K 0.12% 22
2024
Q4 		$212K Buy
+970
New +$198K 0.17% 19

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

Ball & Co Wealth Management's AMZN Position: Q3 2026 in Review

Ball & Co Wealth Management increased its Amazon (AMZN) stake by 127% in Q3 2026, buying an estimated $413K and bringing the position to 2,910 shares worth $725K. The position accounts for 0.49% of the portfolio, ranked #17.

Ball & Co Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 8 quarters since. 3,951 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Ball & Co Wealth Management held 2,910 shares of Amazon worth $725K as of Q3 2026.
  • Ball & Co Wealth Management bought 1,626 Amazon shares in Q3 2026, an estimated $413K.
  • Amazon made up 0.49% of Ball & Co Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Ball & Co Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 8 quarters since.
  • 3,951 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Ball & Co Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.