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Barry Investment Advisors’s Amazon AMZN Stock Holding History

Barry Investment Advisors’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 		$334K Hold
1,340
– – 0.06% 71
2026
Q2 		$319K Sell
1,340
-206
-13% -$51.7K 0.07% 71
2026
Q1 		$322K Hold
1,546
– – 0.07% 69
2025
Q4 		$357K Sell
1,546
-135
-8% -$30.9K 0.08% 69
2025
Q3 		$369K Sell
1,681
-17
-1% -$3.85K 0.08% 79
2025
Q2 		$373K Sell
1,698
-104
-6% -$20.6K 0.09% 76
2025
Q1 		$343K Sell
1,802
-18
-1% -$3.91K 0.09% 79
2024
Q4 		$399K Sell
1,820
-9
-0.5% -$1.84K 0.13% 78
2024
Q3 		$341K Sell
1,829
-1,203
-40% -$219K 0.1% 82
2024
Q2 		$586K Buy
3,032
+7
+0.2% +$1.29K 0.2% 66
2024
Q1 		$546K Buy
3,025
+25
+0.8% +$4.17K 0.18% 67
2023
Q4 		$456K Buy
3,000
+3
+0.1% +$421 0.15% 66
2023
Q3 		$381K Buy
2,997
+3
+0.1% +$402 0.14% 74
2023
Q2 		$390K Buy
2,994
+3
+0.1% +$343 0.13% 83
2023
Q1 		$309K Sell
2,991
-16
-0.5% -$1.55K 0.1% 91
2022
Q4 		$253K Sell
3,007
-6
-0.2% -$593 0.08% 98
2022
Q3 		$340K Sell
3,013
-7
-0.2% -$885 0.12% 83
2022
Q2 		$321K Sell
3,020
-60
-2% -$7.51K 0.1% 95
2022
Q1 		$502K Buy
3,080
+140
+5% +$21.6K 0.13% 83
2021
Q4 		$490K Buy
2,940
+100
+4% +$17.1K 0.13% 82
2021
Q3 		$466K Buy
2,840
+600
+27% +$103K 0.13% 75
2021
Q2 		$385K Buy
2,240
+120
+6% +$19.9K 0.1% 81
2021
Q1 		$328K Buy
2,120
+20
+1% +$3.17K 0.09% 87
2020
Q4 		$342K Hold
2,100
– – 0.1% 83
2020
Q3 		$331K Sell
2,100
-20
-0.9% -$3.15K 0.11% 61
2020
Q2 		$292K Hold
2,120
– – 0.1% 59
2020
Q1 		$207K Buy
+2,120
New +$205K 0.1% 61
2018
Q4 		– Sell
-2,140
Closed -$214K – 74
2018
Q3 		$214K Buy
+2,140
New +$201K 0.07% 69

Other funds holding AMZN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Barry Investment Advisors's AMZN Position: Q3 2026 in Review

Barry Investment Advisors held its Amazon (AMZN) position steady in Q3 2026 at 1,340 shares worth $334K. The position accounts for 0.06% of the portfolio, ranked #71.

Barry Investment Advisors first reported a position in AMZN in Q3 2018 and has held it in 28 quarters since. The position peaked at $586K in Q2 2024. 725 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Barry Investment Advisors held 1,340 shares of Amazon worth $334K as of Q3 2026.
  • Barry Investment Advisors left its Amazon share count unchanged in Q3 2026.
  • Amazon made up 0.06% of Barry Investment Advisors's portfolio in Q3 2026, its #71 holding.
  • Barry Investment Advisors first reported a position in Amazon in Q3 2018 and has held it in 28 quarters since.
  • Barry Investment Advisors's Amazon position peaked at $586K in Q2 2024.
  • 725 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Barry Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.