Consilium Wealth Advisory
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Consilium Wealth Advisory’s Amazon AMZN Stock Holding History

Consilium Wealth Advisory’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 		$6.92M Buy
27,788
+550
+2% +$140K 2.05% 15
2026
Q2 		$6.49M Sell
27,238
-108
-0.4% -$27.1K 1.93% 15
2026
Q1 		$5.7M Buy
27,346
+3,509
+15% +$773K 1.94% 14
2025
Q4 		$5.5M Buy
23,837
+472
+2% +$108K 2.03% 15
2025
Q3 		$5.13M Sell
23,365
-546
-2% -$124K 1.98% 13
2025
Q2 		$5.25M Sell
23,911
-1,048
-4% -$207K 2.21% 13
2025
Q1 		$4.75M Sell
24,959
-78
-0.3% -$16.9K 2.38% 13
2024
Q4 		$5.49M Sell
25,037
-429
-2% -$87.8K 2.62% 11
2024
Q3 		$4.75M Buy
25,466
+1,302
+5% +$238K 2.59% 9
2024
Q2 		$4.67M Buy
24,164
+2,047
+9% +$376K 2.55% 10
2024
Q1 		$3.99M Buy
22,117
+172
+0.8% +$28.7K 2.24% 14
2023
Q4 		$3.33M Buy
21,945
+1,267
+6% +$178K 2.01% 16
2023
Q3 		$2.63M Buy
20,678
+1,928
+10% +$258K 1.84% 16
2023
Q2 		$2.44M Buy
18,750
+4,779
+34% +$546K 1.69% 16
2023
Q1 		$1.44M Sell
13,971
-531
-4% -$51.3K 1.23% 17
2022
Q4 		$1.22M Sell
14,502
-3,795
-21% -$375K 1.04% 22
2022
Q3 		$2.07M Buy
18,297
+1,077
+6% +$136K 2.31% 12
2022
Q2 		$1.83M Sell
17,220
-1,460
-8% -$183K 1.97% 15
2022
Q1 		$3.04M Sell
18,680
-1,700
-8% -$263K 2.18% 12
2021
Q4 		$3.4M Buy
+20,380
New +$3.49M 2.2% 12

Other funds holding AMZN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Consilium Wealth Advisory's AMZN Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Amazon (AMZN) stake by 2% in Q3 2026, buying an estimated $140K and bringing the position to 27,788 shares worth $6.92M. The position accounts for 2.05% of the portfolio, ranked #15.

Consilium Wealth Advisory first reported a position in AMZN in Q4 2021 and has held it in 20 quarters since. 3,322 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Consilium Wealth Advisory held 27,788 shares of Amazon worth $6.92M as of Q3 2026.
  • Consilium Wealth Advisory bought 550 Amazon shares in Q3 2026, an estimated $140K.
  • Amazon made up 2.05% of Consilium Wealth Advisory's portfolio in Q3 2026, its #15 holding.
  • Consilium Wealth Advisory first reported a position in Amazon in Q4 2021 and has held it in 20 quarters since.
  • 3,322 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.