Gimbal Financial
AMZN icon

Gimbal Financial’s Amazon AMZN Stock Holding History

Gimbal 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 		$240K Sell
965
-93
-9% -$23.6K 0.14% 52
2026
Q2 		$252K Buy
+1,058
New +$266K 0.16% 46
2025
Q3 		$253K Sell
1,154
-674
-37% -$153K 0.15% 47
2025
Q2 		$401K Buy
+1,828
New +$362K 0.25% 28
2025
Q1 		– Sell
-919
Closed -$202K – 42
2024
Q4 		$202K Buy
+919
New +$188K 0.16% 46

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

Gimbal Financial's AMZN Position: Q3 2026 in Review

Gimbal Financial reduced its Amazon (AMZN) stake by 8.8% in Q3 2026, selling an estimated $23.6K and leaving 965 shares worth $240K. The position accounts for 0.14% of the portfolio, ranked #52.

Gimbal Financial first reported a position in AMZN in Q4 2024 and has held it in 5 quarters since. The position peaked at $401K in Q2 2025. 4,228 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Gimbal Financial held 965 shares of Amazon worth $240K as of Q3 2026.
  • Gimbal Financial sold 93 Amazon shares in Q3 2026, an estimated $23.6K.
  • Amazon made up 0.14% of Gimbal Financial's portfolio in Q3 2026, its #52 holding.
  • Gimbal Financial first reported a position in Amazon in Q4 2024 and has held it in 5 quarters since.
  • Gimbal Financial's Amazon position peaked at $401K in Q2 2025.
  • 4,228 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Gimbal Financial's 13F filing for Q3 2026, filed 19 Oct 2026.