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Gitterman Wealth Management’s Amazon AMZN Stock Holding History

Gitterman 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
2025
Q3 		$1.08M Buy
4,921
+2,528
+106% +$572K 0.25% 20
2025
Q2 		$525K Sell
2,393
-193
-7% -$38.2K 0.12% 41
2025
Q1 		$492K Sell
2,586
-14
-0.5% -$3.04K 0.13% 44
2024
Q4 		$570K Sell
2,600
-62
-2% -$12.7K 0.24% 31
2024
Q3 		$496K Hold
2,662
– – 0.21% 29
2024
Q2 		$514K Hold
2,662
– – 0.2% 24
2024
Q1 		$480K Hold
2,662
– – 0.19% 30
2023
Q4 		$404K Hold
2,662
– – 0.18% 33
2023
Q3 		$338K Sell
2,662
-25
-0.9% -$3.35K 0.16% 31
2023
Q2 		$350K Sell
2,687
-400
-13% -$45.7K 0.16% 33
2023
Q1 		$319K Hold
3,087
– – 0.15% 31
2022
Q4 		$259K Hold
3,087
– – 0.13% 44
2022
Q3 		$350K Buy
3,087
+287
+10% +$36.3K 0.36% 33
2022
Q2 		$296K Hold
2,800
– – 0.28% 44
2022
Q1 		$456K Sell
2,800
-800
-22% -$124K 0.37% 32
2021
Q4 		$667K Buy
3,600
+400
+13% +$68.5K 0.49% 28
2021
Q3 		$526K Hold
3,200
– – 0.42% 28
2021
Q2 		$550K Sell
3,200
-1,000
-24% -$166K 0.45% 25
2021
Q1 		$650K Buy
+4,200
New +$666K 0.42% 23

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Gitterman Wealth Management's AMZN Position: Q3 2025 in Review

Gitterman Wealth Management increased its Amazon (AMZN) stake by 106% in Q3 2025, buying an estimated $572K and bringing the position to 4,921 shares worth $1.08M. The position accounts for 0.25% of the portfolio, ranked #20.

Gitterman Wealth Management first reported a position in AMZN in Q1 2021 and has held it in 19 quarters since. 5,568 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.

  • Gitterman Wealth Management held 4,921 shares of Amazon worth $1.08M as of Q3 2025.
  • Gitterman Wealth Management bought 2,528 Amazon shares in Q3 2025, an estimated $572K.
  • Amazon made up 0.25% of Gitterman Wealth Management's portfolio in Q3 2025, its #20 holding.
  • Gitterman Wealth Management first reported a position in Amazon in Q1 2021 and has held it in 19 quarters since.
  • 5,568 funds tracked by Wall St. Rank held Amazon as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.