Global Wealth Management’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$757K Hold
3,040
– – 0.41% 23
2026
Q2
$725K Sell
3,040
-1,310
-30% -$329K 0.37% 21
2026
Q1
$906K Sell
4,350
-1,000
-19% -$220K 0.49% 19
2025
Q4
$1.23M Buy
5,350
+900
+20% +$206K 0.66% 18
2025
Q3
$977K Hold
4,450
– – 0.51% 18
2025
Q2
$1M Buy
4,450
+80
+2% +$15.8K 0.55% 17
2025
Q1
$831K Hold
4,370
– – 0.48% 18
2024
Q4
$959K Buy
4,370
+10
+0.2% +$2.05K 0.61% 15
2024
Q3
$812K Buy
+4,360
New +$796K 0.55% 15

Other funds holding AMZN

Global Wealth Management's AMZN Position: Q3 2026 in Review

Global Wealth Management held its Amazon (AMZN) position steady in Q3 2026 at 3,040 shares worth $757K. The position accounts for 0.41% of the portfolio, ranked #23.

Global Wealth Management first reported a position in AMZN in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.23M in Q4 2025. 1,676 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Global Wealth Management held 3,040 shares of Amazon worth $757K as of Q3 2026.
  • Global Wealth Management left its Amazon share count unchanged in Q3 2026.
  • Amazon made up 0.41% of Global Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Global Wealth Management first reported a position in Amazon in Q3 2024 and has held it in 9 quarters since.
  • Global Wealth Management's Amazon position peaked at $1.23M in Q4 2025.
  • 1,676 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Global Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.