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Brown Wealth Management’s Amazon AMZN Stock Holding History

Brown 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
2026
Q3 		$2.38M Buy
9,555
+998
+12% +$254K 0.52% 33
2026
Q2 		$2.04M Buy
8,557
+276
+3% +$69.3K 0.46% 36
2026
Q1 		$1.72M Buy
8,281
+217
+3% +$47.8K 0.44% 40
2025
Q4 		$1.86M Sell
8,064
-434
-5% -$99.3K 0.49% 40
2025
Q3 		$1.87M Buy
8,498
+822
+11% +$186K 0.52% 40
2025
Q2 		$1.68M Buy
7,676
+336
+5% +$66.5K 0.52% 40
2025
Q1 		$1.4M Buy
7,340
+3,535
+93% +$767K 0.48% 43
2024
Q4 		$835K Buy
3,805
+235
+7% +$48.1K 0.3% 44
2024
Q3 		$665K Buy
3,570
+234
+7% +$42.7K 0.24% 50
2024
Q2 		$645K Buy
3,336
+28
+0.8% +$5.14K 0.26% 49
2024
Q1 		$597K Sell
3,308
-22
-0.7% -$3.67K 0.25% 49
2023
Q4 		$506K Buy
3,330
+55
+2% +$7.71K 0.22% 54
2023
Q3 		$416K Sell
3,275
-1,121
-26% -$150K 0.2% 55
2023
Q2 		$573K Buy
+4,396
New +$502K 0.3% 50

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

Brown Wealth Management's AMZN Position: Q3 2026 in Review

Brown Wealth Management increased its Amazon (AMZN) stake by 12% in Q3 2026, buying an estimated $254K and bringing the position to 9,555 shares worth $2.38M. The position accounts for 0.52% of the portfolio, ranked #33.

Brown Wealth Management first reported a position in AMZN in Q2 2023 and has held it in 14 quarters since. 2,005 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Brown Wealth Management held 9,555 shares of Amazon worth $2.38M as of Q3 2026.
  • Brown Wealth Management bought 998 Amazon shares in Q3 2026, an estimated $254K.
  • Amazon made up 0.52% of Brown Wealth Management's portfolio in Q3 2026, its #33 holding.
  • Brown Wealth Management first reported a position in Amazon in Q2 2023 and has held it in 14 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

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