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AMZN icon

Formulate Financial’s Amazon AMZN Stock Holding History

Formulate Financial’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 		$1.68M Buy
6,740
+134
+2% +$34K 1.75% 11
2026
Q2 		$1.57M Hold
6,606
– – 1.66% 11
2026
Q1 		$1.38M Sell
6,606
-191
-3% -$42.1K 1.7% 11
2025
Q4 		$1.57M Buy
6,797
+85
+1% +$19.4K 1.84% 11
2025
Q3 		$1.47M Buy
+6,712
New +$1.52M 1.83% 11

Other funds holding AMZN

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
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Formulate Financial's AMZN Position: Q3 2026 in Review

Formulate Financial increased its Amazon (AMZN) stake by 2% in Q3 2026, buying an estimated $34K and bringing the position to 6,740 shares worth $1.68M. The position accounts for 1.75% of the portfolio, ranked #11.

Formulate Financial first reported a position in AMZN in Q3 2025 and has held it in 5 quarters since. 4,228 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Formulate Financial held 6,740 shares of Amazon worth $1.68M as of Q3 2026.
  • Formulate Financial bought 134 Amazon shares in Q3 2026, an estimated $34K.
  • Amazon made up 1.75% of Formulate Financial's portfolio in Q3 2026, its #11 holding.
  • Formulate Financial first reported a position in Amazon in Q3 2025 and has held it in 5 quarters since.
  • 4,228 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Formulate Financial's 13F filing for Q3 2026, filed 9 Nov 2026.