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AMZN icon

Box Hill Private Wealth’s Amazon AMZN Stock Holding History

Box Hill Private Wealth’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 		$1.48M Buy
5,933
+97
+2% +$24.6K 1.07% 23
2026
Q2 		$1.39M Buy
5,836
+691
+13% +$173K 1.12% 24
2026
Q1 		$1.07M Buy
5,145
+403
+8% +$88.7K 1.06% 24
2025
Q4 		$1.09M Buy
+4,742
New +$1.08M 1.11% 25

Other funds holding AMZN

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Box Hill Private Wealth's AMZN Position: Q3 2026 in Review

Box Hill Private Wealth increased its Amazon (AMZN) stake by 1.7% in Q3 2026, buying an estimated $24.6K and bringing the position to 5,933 shares worth $1.48M. The position accounts for 1.07% of the portfolio, ranked #23.

Box Hill Private Wealth first reported a position in AMZN in Q4 2025 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Box Hill Private Wealth held 5,933 shares of Amazon worth $1.48M as of Q3 2026.
  • Box Hill Private Wealth bought 97 Amazon shares in Q3 2026, an estimated $24.6K.
  • Amazon made up 1.07% of Box Hill Private Wealth's portfolio in Q3 2026, its #23 holding.
  • Box Hill Private Wealth first reported a position in Amazon in Q4 2025 and has held it in 4 quarters since.
  • 50 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.