Benedict Financial Advisors
AMZN icon

Benedict Financial Advisors’s Amazon AMZN Stock Holding History

Benedict Financial 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 		$4.64M Sell
18,620
-1,236
-6% -$314K 0.92% 32
2026
Q2 		$4.73M Sell
19,856
-189
-0.9% -$47.4K 0.92% 34
2026
Q1 		$4.17M Buy
20,045
+327
+2% +$72K 0.87% 36
2025
Q4 		$4.55M Buy
19,718
+1,120
+6% +$256K 0.96% 33
2025
Q3 		$4.08M Buy
18,598
+275
+2% +$62.2K 0.89% 38
2025
Q2 		$4.02M Buy
18,323
+642
+4% +$127K 0.91% 38
2025
Q1 		$3.36M Sell
17,681
-974
-5% -$211K 0.78% 46
2024
Q4 		$4.09M Buy
18,655
+618
+3% +$126K 0.99% 34
2024
Q3 		$3.36M Sell
18,037
-460
-2% -$83.9K 0.79% 49
2024
Q2 		$3.57M Buy
18,497
+62
+0.3% +$11.4K 0.91% 41
2024
Q1 		$3.33M Sell
18,435
-93
-0.5% -$15.5K 0.84% 46
2023
Q4 		$2.82M Buy
18,528
+76
+0.4% +$10.7K 0.77% 48
2023
Q3 		$2.35M Buy
18,452
+16
+0.1% +$2.14K 0.68% 56
2023
Q2 		$2.4M Sell
18,436
-63
-0.3% -$7.19K 0.66% 54
2023
Q1 		$1.91M Sell
18,499
-601
-3% -$58.1K 0.54% 66
2022
Q4 		$1.6M Sell
19,100
-1,783
-9% -$176K 0.48% 71
2022
Q3 		$2.36M Sell
20,883
-729
-3% -$92.1K 0.76% 50
2022
Q2 		$2.3M Sell
21,612
-2,028
-9% -$254K 0.68% 54
2022
Q1 		$3.85M Buy
23,640
+860
+4% +$133K 1.03% 39
2021
Q4 		$3.8M Sell
22,780
-60
-0.3% -$10.3K 0.99% 42
2021
Q3 		$3.75M Buy
22,840
+160
+0.7% +$27.6K 1.05% 33
2021
Q2 		$3.9M Buy
22,680
+360
+2% +$59.8K 1.08% 32
2021
Q1 		$3.45M Buy
+22,320
New +$3.54M 1% 37

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

Benedict Financial Advisors's AMZN Position: Q3 2026 in Review

Benedict Financial Advisors reduced its Amazon (AMZN) stake by 6.2% in Q3 2026, selling an estimated $314K and leaving 18,620 shares worth $4.64M. The position accounts for 0.92% of the portfolio, ranked #32.

Benedict Financial Advisors first reported a position in AMZN in Q1 2021 and has held it in 23 quarters since. The position peaked at $4.73M in Q2 2026. 3,702 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Benedict Financial Advisors held 18,620 shares of Amazon worth $4.64M as of Q3 2026.
  • Benedict Financial Advisors sold 1,236 Amazon shares in Q3 2026, an estimated $314K.
  • Amazon made up 0.92% of Benedict Financial Advisors's portfolio in Q3 2026, its #32 holding.
  • Benedict Financial Advisors first reported a position in Amazon in Q1 2021 and has held it in 23 quarters since.
  • Benedict Financial Advisors's Amazon position peaked at $4.73M in Q2 2026.
  • 3,702 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Benedict Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.