Delta Wealth Advisors
AMZN icon

Delta Wealth Advisors’s Amazon AMZN Stock Holding History

Delta Wealth Advisors’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 		$392K Hold
1,573
– – 0.27% 34
2026
Q2 		$375K Sell
1,573
-188
-11% -$47.2K 0.27% 34
2026
Q1 		$367K Buy
1,761
+11
+0.6% +$2.42K 0.28% 37
2025
Q4 		$404K Buy
1,750
+100
+6% +$22.9K 0.34% 38
2025
Q3 		$362K Hold
1,650
– – 0.28% 38
2025
Q2 		$362K Buy
1,650
+30
+2% +$5.94K 0.3% 34
2025
Q1 		$308K Buy
1,620
+140
+9% +$30.4K 0.28% 31
2024
Q4 		$325K Hold
1,480
– – 0.31% 31
2024
Q3 		$276K Buy
1,480
+135
+10% +$24.6K 0.26% 37
2024
Q2 		$260K Buy
+1,345
New +$247K 0.25% 40

Other funds holding AMZN

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
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
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

Delta Wealth Advisors's AMZN Position: Q3 2026 in Review

Delta Wealth Advisors held its Amazon (AMZN) position steady in Q3 2026 at 1,573 shares worth $392K. The position accounts for 0.27% of the portfolio, ranked #34.

Delta Wealth Advisors first reported a position in AMZN in Q2 2024 and has held it in 10 quarters since. The position peaked at $404K in Q4 2025. 2,935 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Delta Wealth Advisors held 1,573 shares of Amazon worth $392K as of Q3 2026.
  • Delta Wealth Advisors left its Amazon share count unchanged in Q3 2026.
  • Amazon made up 0.27% of Delta Wealth Advisors's portfolio in Q3 2026, its #34 holding.
  • Delta Wealth Advisors first reported a position in Amazon in Q2 2024 and has held it in 10 quarters since.
  • Delta Wealth Advisors's Amazon position peaked at $404K in Q4 2025.
  • 2,935 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Delta Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.