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Brass Tax Wealth Management’s Amazon AMZN Stock Holding History

Brass Tax Wealth Management’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
2025
Q3 		$2.15M Buy
9,794
+117
+1% +$26.5K 0.36% 36
2025
Q2 		$2.12M Buy
9,677
+133
+1% +$26.3K 0.41% 33
2025
Q1 		$1.82M Sell
9,544
-668
-7% -$145K 0.38% 40
2024
Q4 		$2.24M Sell
10,212
-151
-1% -$30.9K 0.47% 34
2024
Q3 		$1.93M Buy
10,363
+6,641
+178% +$1.21M 0.41% 36
2024
Q2 		$719K Buy
3,722
+2,287
+159% +$420K 0.31% 48
2024
Q1 		$259K Buy
+1,435
New +$240K 0.13% 93

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Brass Tax Wealth Management's AMZN Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Amazon (AMZN) stake by 1.2% in Q3 2025, buying an estimated $26.5K and bringing the position to 9,794 shares worth $2.15M. The position accounts for 0.36% of the portfolio, ranked #36.

Brass Tax Wealth Management first reported a position in AMZN in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.24M in Q4 2024. 5,570 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.

  • Brass Tax Wealth Management held 9,794 shares of Amazon worth $2.15M as of Q3 2025.
  • Brass Tax Wealth Management bought 117 Amazon shares in Q3 2025, an estimated $26.5K.
  • Amazon made up 0.36% of Brass Tax Wealth Management's portfolio in Q3 2025, its #36 holding.
  • Brass Tax Wealth Management first reported a position in Amazon in Q1 2024 and has held it in 7 quarters since.
  • Brass Tax Wealth Management's Amazon position peaked at $2.24M in Q4 2024.
  • 5,570 funds tracked by Wall St. Rank held Amazon as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.