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Defined Wealth Management’s Amazon AMZN Stock Holding History

Defined 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 		$1.31M Buy
5,272
+156
+3% +$39.6K 0.67% 42
2026
Q2 		$1.22M Buy
5,116
+323
+7% +$81.1K 0.63% 46
2026
Q1 		$998K Buy
4,793
+309
+7% +$68K 0.58% 47
2025
Q4 		$1.03M Sell
4,484
-368
-8% -$84.2K 0.6% 45
2025
Q3 		$1.07M Buy
4,852
+1,034
+27% +$234K 0.62% 46
2025
Q2 		$838K Buy
3,818
+154
+4% +$30.5K 0.52% 50
2025
Q1 		$697K Buy
3,664
+611
+20% +$133K 0.47% 54
2024
Q4 		$670K Buy
3,053
+183
+6% +$37.4K 0.44% 51
2024
Q3 		$535K Buy
2,870
+286
+11% +$52.2K 0.35% 63
2024
Q2 		$499K Buy
2,584
+172
+7% +$31.6K 0.35% 64
2024
Q1 		$435K Buy
2,412
+30
+1% +$5.01K 0.31% 74
2023
Q4 		$362K Buy
2,382
+76
+3% +$10.7K 0.28% 83
2023
Q3 		$293K Buy
2,306
+289
+14% +$38.7K 0.25% 89
2023
Q2 		$263K Buy
2,017
+37
+2% +$4.22K 0.22% 91
2023
Q1 		$205K Buy
+1,980
New +$191K 0.19% 96
2022
Q4 		– Sell
-2,000
Closed -$226K – 104
2022
Q3 		$226K Hold
2,000
– – 0.25% 83
2022
Q2 		$212K Sell
2,000
-60
-3% -$7.51K 0.22% 89
2022
Q1 		$336K Hold
2,060
– – 0.3% 77
2021
Q4 		$343K Hold
2,060
– – 0.28% 72
2021
Q3 		$338K Buy
2,060
+60
+3% +$10.4K 0.3% 70
2021
Q2 		$344K Hold
2,000
– – 0.31% 71
2021
Q1 		$309K Hold
2,000
– – 0.29% 71
2020
Q4 		$326K Buy
+2,000
New +$319K 0.32% 65

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

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

Defined Wealth Management increased its Amazon (AMZN) stake by 3% in Q3 2026, buying an estimated $39.6K and bringing the position to 5,272 shares worth $1.31M. The position accounts for 0.67% of the portfolio, ranked #42.

Defined Wealth Management first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 1,297 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Defined Wealth Management held 5,272 shares of Amazon worth $1.31M as of Q3 2026.
  • Defined Wealth Management bought 156 Amazon shares in Q3 2026, an estimated $39.6K.
  • Amazon made up 0.67% of Defined Wealth Management's portfolio in Q3 2026, its #42 holding.
  • Defined Wealth Management first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • 1,297 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.