Cardinal Point Capital Management
AMZN icon

Cardinal Point Capital Management’s Amazon AMZN Stock Holding History

Cardinal Point Capital 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 		$9.9M Buy
39,791
+1,694
+4% +$430K 0.55% 46
2026
Q2 		$9.08M Buy
38,097
+973
+3% +$244K 0.51% 49
2026
Q1 		$7.73M Buy
37,124
+4,450
+14% +$980K 0.47% 53
2025
Q4 		$7.54M Buy
32,674
+3,550
+12% +$812K 0.49% 52
2025
Q3 		$6.4M Sell
29,124
-1,300
-4% -$294K 0.45% 55
2025
Q2 		$6.67M Buy
30,424
+19,291
+173% +$3.82M 0.53% 48
2025
Q1 		$5.66M Buy
11,133
+17
+0.2% +$3.69K 0.52% 49
2024
Q4 		$2.44M Buy
11,116
+5,203
+88% +$1.06M 0.39% 21
2024
Q3 		$1.1M Buy
5,913
+2,512
+74% +$458K 0.18% 32
2024
Q2 		$657K Buy
3,401
+699
+26% +$128K 0.11% 40
2024
Q1 		$487K Buy
2,702
+642
+31% +$107K 0.09% 44
2023
Q4 		$313K Buy
2,060
+426
+26% +$59.7K 0.08% 54
2023
Q3 		$208K Buy
+1,634
New +$219K 0.05% 65
2023
Q2 		– Sell
-5,201
Closed -$537K – 69
2023
Q1 		$537K Buy
5,201
+1,540
+42% +$149K 0.16% 49
2022
Q4 		$308K Buy
+3,661
New +$362K 0.11% 54

Other funds holding AMZN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Cardinal Point Capital Management's AMZN Position: Q3 2026 in Review

Cardinal Point Capital Management increased its Amazon (AMZN) stake by 4.4% in Q3 2026, buying an estimated $430K and bringing the position to 39,791 shares worth $9.9M. The position accounts for 0.55% of the portfolio, ranked #46.

Cardinal Point Capital Management first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 5,350 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Cardinal Point Capital Management held 39,791 shares of Amazon worth $9.9M as of Q3 2026.
  • Cardinal Point Capital Management bought 1,694 Amazon shares in Q3 2026, an estimated $430K.
  • Amazon made up 0.55% of Cardinal Point Capital Management's portfolio in Q3 2026, its #46 holding.
  • Cardinal Point Capital Management first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • 5,350 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Cardinal Point Capital Management's 13F filing for Q3 2026, filed 21 Oct 2026.