Fiscal Wisdom Wealth Management
AMZN icon

Fiscal Wisdom Wealth Management’s Amazon AMZN Stock Holding History

Fiscal Wisdom 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 		$505K Buy
2,026
+336
+20% +$85.4K 0.6% 45
2026
Q2 		$403K Buy
1,690
+126
+8% +$31.6K 0.34% 54
2026
Q1 		$326K Sell
1,564
-8
-0.5% -$1.76K 0.31% 52
2025
Q4 		$363K Sell
1,572
-50
-3% -$11.4K 0.34% 49
2025
Q3 		$354K Buy
+1,622
New +$367K 0.33% 42

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiscal Wisdom Wealth Management's AMZN Position: Q3 2026 in Review

Fiscal Wisdom Wealth Management increased its Amazon (AMZN) stake by 20% in Q3 2026, buying an estimated $85.4K and bringing the position to 2,026 shares worth $505K. The position accounts for 0.6% of the portfolio, ranked #45.

Fiscal Wisdom Wealth Management first reported a position in AMZN in Q3 2025 and has held it in 5 quarters since. 1,835 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Fiscal Wisdom Wealth Management held 2,026 shares of Amazon worth $505K as of Q3 2026.
  • Fiscal Wisdom Wealth Management bought 336 Amazon shares in Q3 2026, an estimated $85.4K.
  • Amazon made up 0.6% of Fiscal Wisdom Wealth Management's portfolio in Q3 2026, its #45 holding.
  • Fiscal Wisdom Wealth Management first reported a position in Amazon in Q3 2025 and has held it in 5 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Fiscal Wisdom Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.