Carter Financial Group
AMZN icon

Carter Financial Group’s Amazon AMZN Stock Holding History

Carter Financial Group’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 		$1.86M Sell
7,466
-263
-3% -$66.8K 0.95% 22
2026
Q2 		$1.84M Buy
7,729
+53
+0.7% +$13.3K 0.95% 22
2026
Q1 		$1.6M Buy
7,676
+579
+8% +$127K 0.99% 28
2025
Q4 		$1.64M Sell
7,097
-832
-10% -$190K 0.97% 25
2025
Q3 		$1.74M Sell
7,929
-1,154
-13% -$261K 1.05% 23
2025
Q2 		$1.99M Buy
+9,083
New +$1.8M 1.3% 17
2022
Q1 		$509K Buy
+3,120
New +$482K 0.68% 20

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Carter Financial Group's AMZN Position: Q3 2026 in Review

Carter Financial Group reduced its Amazon (AMZN) stake by 3.4% in Q3 2026, selling an estimated $66.8K and leaving 7,466 shares worth $1.86M. The position accounts for 0.95% of the portfolio, ranked #22.

Carter Financial Group first reported a position in AMZN in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.99M in Q2 2025. 2,757 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Carter Financial Group held 7,466 shares of Amazon worth $1.86M as of Q3 2026.
  • Carter Financial Group sold 263 Amazon shares in Q3 2026, an estimated $66.8K.
  • Amazon made up 0.95% of Carter Financial Group's portfolio in Q3 2026, its #22 holding.
  • Carter Financial Group first reported a position in Amazon in Q1 2022 and has held it in 7 quarters since.
  • Carter Financial Group's Amazon position peaked at $1.99M in Q2 2025.
  • 2,757 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.