CJM Wealth Advisers
AMZN icon

CJM Wealth Advisers’s Amazon AMZN Stock Holding History

CJM Wealth Advisers’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 		$2.09M Buy
8,398
+100
+1% +$25.4K 0.55% 21
2026
Q2 		$1.98M Sell
8,298
-375
-4% -$94.1K 0.52% 20
2026
Q1 		$1.81M Buy
8,673
+2,193
+34% +$483K 0.55% 21
2025
Q4 		$1.5M Sell
6,480
-42
-0.6% -$9.6K 0.45% 24
2025
Q3 		$1.43M Buy
6,522
+42
+0.6% +$9.5K 0.44% 25
2025
Q2 		$1.42M Sell
6,480
-360
-5% -$71.2K 0.47% 23
2025
Q1 		$1.3M Sell
6,840
-89
-1% -$19.3K 0.46% 24
2024
Q4 		$1.52M Sell
6,929
-49
-0.7% -$10K 0.51% 19
2024
Q3 		$1.3M Hold
6,978
– – 0.45% 20
2024
Q2 		$1.38M Buy
6,978
+200
+3% +$36.7K 0.51% 20
2024
Q1 		$1.22M Buy
6,778
+276
+4% +$46.1K 0.46% 21
2023
Q4 		$988K Buy
6,502
+556
+9% +$77.9K 0.44% 23
2023
Q3 		$756K Hold
5,946
– – 0.37% 25
2023
Q2 		$775K Hold
5,946
– – 0.39% 24
2023
Q1 		$614K Hold
5,946
– – 0.35% 29
2022
Q4 		$499K Sell
5,946
-1,786
-23% -$176K 0.31% 30
2022
Q3 		$874K Buy
7,732
+331
+4% +$41.8K 0.62% 22
2022
Q2 		$786K Buy
7,401
+61
+0.8% +$7.63K 0.55% 23
2022
Q1 		$1.2M Buy
7,340
+700
+11% +$108K 0.82% 22
2021
Q4 		$1.11M Buy
+6,640
New +$1.14M 0.79% 21

Other funds holding AMZN

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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

CJM Wealth Advisers's AMZN Position: Q3 2026 in Review

CJM Wealth Advisers increased its Amazon (AMZN) stake by 1.2% in Q3 2026, buying an estimated $25.4K and bringing the position to 8,398 shares worth $2.09M. The position accounts for 0.55% of the portfolio, ranked #21.

CJM Wealth Advisers first reported a position in AMZN in Q4 2021 and has held it in 20 quarters since. 4,228 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • CJM Wealth Advisers held 8,398 shares of Amazon worth $2.09M as of Q3 2026.
  • CJM Wealth Advisers bought 100 Amazon shares in Q3 2026, an estimated $25.4K.
  • Amazon made up 0.55% of CJM Wealth Advisers's portfolio in Q3 2026, its #21 holding.
  • CJM Wealth Advisers first reported a position in Amazon in Q4 2021 and has held it in 20 quarters since.
  • 4,228 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on CJM Wealth Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.