BCU Wealth Advisors’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$315K Sell
1,263
-30
-2% -$7.62K 0.1% 58
2026
Q2
$308K Buy
1,293
+76
+6% +$19.1K 0.1% 57
2026
Q1
$253K Hold
1,217
– – 0.09% 55
2025
Q4
$281K Hold
1,217
– – 0.11% 52
2025
Q3
$267K Hold
1,217
– – 0.11% 53
2025
Q2
$267K Hold
1,217
– – 0.12% 49
2025
Q1
$232K Hold
1,217
– – 0.12% 45
2024
Q4
$267K Hold
1,217
– – 0.15% 46
2024
Q3
$227K Hold
1,217
– – 0.14% 46
2024
Q2
$235K Hold
1,217
– – 0.17% 43
2024
Q1
$220K Buy
+1,217
New +$203K 0.19% 45

Other funds holding AMZN

BCU Wealth Advisors's AMZN Position: Q3 2026 in Review

BCU Wealth Advisors reduced its Amazon (AMZN) stake by 2.3% in Q3 2026, selling an estimated $7.62K and leaving 1,263 shares worth $315K. The position accounts for 0.1% of the portfolio, ranked #58.

BCU Wealth Advisors first reported a position in AMZN in Q1 2024 and has held it in 11 quarters since. 2,005 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • BCU Wealth Advisors held 1,263 shares of Amazon worth $315K as of Q3 2026.
  • BCU Wealth Advisors sold 30 Amazon shares in Q3 2026, an estimated $7.62K.
  • Amazon made up 0.1% of BCU Wealth Advisors's portfolio in Q3 2026, its #58 holding.
  • BCU Wealth Advisors first reported a position in Amazon in Q1 2024 and has held it in 11 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on BCU Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.