GoalVest Advisory
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GoalVest Advisory’s Amazon AMZN Stock Holding History

GoalVest Advisory’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 		$5.7M Buy
86,027
+63,879
+288% +$16.2M 0.99% 14
2026
Q2 		$5.28M Buy
22,148
+312
+1% +$78.3K 0.98% 13
2026
Q1 		$4.55M Buy
21,836
+4,200
+24% +$925K 0.89% 18
2025
Q4 		$4.07M Buy
17,636
+2,017
+13% +$461K 0.78% 18
2025
Q3 		$3.43M Buy
15,619
+791
+5% +$179K 0.73% 22
2025
Q2 		$3.25M Buy
14,828
+802
+6% +$159K 0.81% 20
2025
Q1 		$2.67M Buy
14,026
+471
+3% +$102K 0.73% 24
2024
Q4 		$2.97M Sell
13,555
-303
-2% -$62K 0.82% 19
2024
Q3 		$2.58M Buy
13,858
+978
+8% +$178K 0.74% 21
2024
Q2 		$2.49M Sell
12,880
-2,154
-14% -$396K 0.8% 14
2024
Q1 		$2.71M Sell
15,034
-1,249
-8% -$208K 0.9% 11
2023
Q4 		$2.47M Buy
16,283
+72
+0.4% +$10.1K 1.09% 10
2023
Q3 		$2.06M Buy
16,211
+106
+0.7% +$14.2K 1.03% 13
2023
Q2 		$2.1M Sell
16,105
-160
-1% -$18.3K 1.08% 9
2023
Q1 		$1.68M Buy
16,265
+8,301
+104% +$802K 0.98% 16
2022
Q4 		$669K Sell
7,964
-24,204
-75% -$2.39M 0.43% 55
2022
Q3 		$3.64M Sell
32,168
-13,123
-29% -$1.66M 2.55% 7
2022
Q2 		$5.14M Buy
45,291
+5,871
+15% +$735K 3.26% 4
2022
Q1 		$6.42M Buy
+39,420
New +$6.09M 3.62% 5
2021
Q2 		$5.41M Buy
31,460
+3,960
+14% +$658K 3.36% 4
2021
Q1 		$4.25M Buy
27,500
+7,760
+39% +$1.23M 3.17% 4
2020
Q4 		$3.22M Buy
+19,740
New +$3.15M 2.7% 6

Other funds holding AMZN

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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

GoalVest Advisory's AMZN Position: Q3 2026 in Review

GoalVest Advisory increased its Amazon (AMZN) stake by 288% in Q3 2026, buying an estimated $16.2M and bringing the position to 86,027 shares worth $5.7M. The position accounts for 0.99% of the portfolio, ranked #14.

GoalVest Advisory first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.42M in Q1 2022. 3,702 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • GoalVest Advisory held 86,027 shares of Amazon worth $5.7M as of Q3 2026.
  • GoalVest Advisory bought 63,879 Amazon shares in Q3 2026, an estimated $16.2M.
  • Amazon made up 0.99% of GoalVest Advisory's portfolio in Q3 2026, its #14 holding.
  • GoalVest Advisory first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
  • GoalVest Advisory's Amazon position peaked at $6.42M in Q1 2022.
  • 3,702 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.