Barnes Wealth Management Group
AMZN icon

Barnes Wealth Management Group’s Amazon AMZN Stock Holding History

Barnes Wealth Management Group’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 		$1.19M Buy
4,774
+94
+2% +$23.9K 0.53% 49
2026
Q2 		$1.12M Sell
4,680
-154
-3% -$38.7K 0.52% 52
2026
Q1 		$1.01M Buy
4,834
+210
+5% +$46.2K 0.51% 55
2025
Q4 		$1.07M Buy
4,624
+197
+4% +$45.1K 0.57% 47
2025
Q3 		$972K Sell
4,427
-64
-1% -$14.5K 0.54% 48
2025
Q2 		$985K Buy
4,491
+41
+0.9% +$8.11K 0.58% 47
2025
Q1 		$847K Sell
4,450
-103
-2% -$22.4K 0.54% 48
2024
Q4 		$999K Buy
+4,553
New +$931K 0.67% 42

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

Barnes Wealth Management Group's AMZN Position: Q3 2026 in Review

Barnes Wealth Management Group increased its Amazon (AMZN) stake by 2% in Q3 2026, buying an estimated $23.9K and bringing the position to 4,774 shares worth $1.19M. The position accounts for 0.53% of the portfolio, ranked #49.

Barnes Wealth Management Group 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.

  • Barnes Wealth Management Group held 4,774 shares of Amazon worth $1.19M as of Q3 2026.
  • Barnes Wealth Management Group bought 94 Amazon shares in Q3 2026, an estimated $23.9K.
  • Amazon made up 0.53% of Barnes Wealth Management Group's portfolio in Q3 2026, its #49 holding.
  • Barnes Wealth Management Group 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 Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.