Bennett Associates Wealth Management’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
$1.22M Buy
4,908
+307
+7% +$78K 0.74% 24
2026
Q2
$1.1M Buy
4,601
+980
+27% +$246K 0.68% 22
2026
Q1
$754K Buy
3,621
+466
+15% +$103K 0.51% 25
2025
Q4
$728K Buy
3,155
+1,508
+92% +$345K 0.5% 25
2025
Q3
$362K Buy
1,647
+7
+0.4% +$1.58K 0.26% 34
2025
Q2
$360K Buy
1,640
+155
+10% +$30.7K 0.28% 35
2025
Q1
$283K Buy
1,485
+177
+14% +$38.4K 0.23% 39
2024
Q4
$287K Buy
+1,308
New +$268K 0.24% 42

Other funds holding AMZN

Bennett Associates Wealth Management's AMZN Position: Q3 2026 in Review

Bennett Associates Wealth Management increased its Amazon (AMZN) stake by 6.7% in Q3 2026, buying an estimated $78K and bringing the position to 4,908 shares worth $1.22M. The position accounts for 0.74% of the portfolio, ranked #24.

Bennett Associates Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 8 quarters since. 3,702 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Bennett Associates Wealth Management held 4,908 shares of Amazon worth $1.22M as of Q3 2026.
  • Bennett Associates Wealth Management bought 307 Amazon shares in Q3 2026, an estimated $78K.
  • Amazon made up 0.74% of Bennett Associates Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Bennett Associates Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 8 quarters since.
  • 3,702 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.