Elm3 Financial Group
AMZN icon

Elm3 Financial Group’s Amazon AMZN Stock Holding History

Elm3 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 		$9.16M Sell
36,758
-128
-0.3% -$32.5K 6.11% 1
2026
Q2 		$8.79M Buy
36,886
+169
+0.5% +$42.4K 6.02% 1
2026
Q1 		$7.65M Sell
36,717
-158
-0.4% -$34.8K 6.46% 1
2025
Q4 		$8.51M Sell
36,875
-935
-2% -$214K 7.06% 1
2025
Q3 		$8.3M Sell
37,810
-756
-2% -$171K 6.81% 2
2025
Q2 		$8.46M Sell
38,566
-1,209
-3% -$239K 7.04% 1
2025
Q1 		$7.57M Buy
39,775
+18,976
+91% +$4.12M 6.65% 2
2024
Q4 		$4.56M Buy
+20,799
New +$4.26M 3.89% 7

Other funds holding AMZN

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Elm3 Financial Group's AMZN Position: Q3 2026 in Review

Elm3 Financial Group reduced its Amazon (AMZN) stake by 0.35% in Q3 2026, selling an estimated $32.5K and leaving 36,758 shares worth $9.16M. The position accounts for 6.11% of the portfolio, ranked #1.

Elm3 Financial Group first reported a position in AMZN in Q4 2024 and has held it in 8 quarters since. 4,305 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Elm3 Financial Group held 36,758 shares of Amazon worth $9.16M as of Q3 2026.
  • Elm3 Financial Group sold 128 Amazon shares in Q3 2026, an estimated $32.5K.
  • Amazon made up 6.11% of Elm3 Financial Group's portfolio in Q3 2026, its #1 holding.
  • Elm3 Financial Group first reported a position in Amazon in Q4 2024 and has held it in 8 quarters since.
  • 4,305 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.