Briaud Financial Planning
AMZN icon

Briaud Financial Planning’s Amazon AMZN Stock Holding History

Briaud Financial Planning’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 		$818K Buy
3,285
+1,000
+44% +$254K 0.18% 18
2026
Q2 		$545K Hold
2,285
– – 0.14% 21
2026
Q1 		$476K Hold
2,285
– – 0.12% 21
2025
Q4 		$527K Hold
2,285
– – 0.13% 19
2025
Q3 		$502K Sell
2,285
-39
-2% -$8.83K 0.16% 20
2025
Q2 		$509K Buy
2,324
+223
+11% +$44.1K 0.2% 19
2025
Q1 		$399K Hold
2,101
– – 0.16% 19
2024
Q4 		$460K Buy
2,101
+2,041
+3,402% +$418K 0.19% 19
2024
Q3 		$11K Hold
60
– – 0.01% 104
2024
Q2 		$11K Hold
60
– – 0.01% 102
2024
Q1 		$11K Buy
+60
New +$10K 0.01% 99
2023
Q4 		– Sell
-140
Closed -$17K – 21
2023
Q3 		$17K Buy
+140
New +$18.8K 0.01% 93

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Briaud Financial Planning's AMZN Position: Q3 2026 in Review

Briaud Financial Planning increased its Amazon (AMZN) stake by 44% in Q3 2026, buying an estimated $254K and bringing the position to 3,285 shares worth $818K. The position accounts for 0.18% of the portfolio, ranked #18.

Briaud Financial Planning first reported a position in AMZN in Q3 2023 and has held it in 12 quarters since. 2,071 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Briaud Financial Planning held 3,285 shares of Amazon worth $818K as of Q3 2026.
  • Briaud Financial Planning bought 1,000 Amazon shares in Q3 2026, an estimated $254K.
  • Amazon made up 0.18% of Briaud Financial Planning's portfolio in Q3 2026, its #18 holding.
  • Briaud Financial Planning first reported a position in Amazon in Q3 2023 and has held it in 12 quarters since.
  • 2,071 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Briaud Financial Planning's 13F filing for Q3 2026, filed 20 Oct 2026.