Greystone Financial Group
AMZN icon

Greystone Financial Group’s Amazon AMZN Stock Holding History

Greystone Financial Group’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 		$9.08M Buy
36,456
+10,950
+43% +$2.78M 2.53% 16
2026
Q2 		$6.08M Sell
25,506
-1,128
-4% -$283K 1.7% 29
2026
Q1 		$5.55M Sell
26,634
-10,118
-28% -$2.23M 1.57% 31
2025
Q4 		$8.48M Buy
36,752
+16,582
+82% +$3.79M 1.32% 32
2025
Q3 		$4.43M Sell
20,170
-209
-1% -$47.3K 0.69% 42
2025
Q2 		$4.47M Buy
20,379
+1,797
+10% +$356K 0.74% 40
2025
Q1 		$3.54M Buy
18,582
+4,061
+28% +$881K 0.64% 44
2024
Q4 		$3.19M Sell
14,521
-264
-2% -$54K 0.55% 45
2024
Q3 		$2.75M Buy
14,785
+2,034
+16% +$371K 0.49% 45
2024
Q2 		$2.46M Buy
12,751
+1,262
+11% +$232K 0.48% 47
2024
Q1 		$2.07M Buy
11,489
+316
+3% +$52.7K 0.41% 48
2023
Q4 		$1.7M Sell
11,173
-244
-2% -$34.2K 0.39% 50
2023
Q3 		$1.45M Sell
11,417
-1,209
-10% -$162K 0.36% 52
2023
Q2 		$1.65M Sell
12,626
-4,148
-25% -$474K 0.38% 52
2023
Q1 		$1.73M Buy
16,774
+5,309
+46% +$513K 0.44% 46
2022
Q4 		$963K Sell
11,465
-4,655
-29% -$460K 0.28% 47
2022
Q3 		$1.82M Buy
16,120
+3,217
+25% +$407K 0.62% 39
2022
Q2 		$1.37M Buy
12,903
+2,343
+22% +$293K 0.43% 45
2022
Q1 		$1.72M Buy
10,560
+7,340
+228% +$1.13M 0.43% 48
2021
Q4 		$537K Buy
+3,220
New +$551K 0.13% 82

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

Greystone Financial Group's AMZN Position: Q3 2026 in Review

Greystone Financial Group increased its Amazon (AMZN) stake by 43% in Q3 2026, buying an estimated $2.78M and bringing the position to 36,456 shares worth $9.08M. The position accounts for 2.53% of the portfolio, ranked #16.

Greystone Financial Group first reported a position in AMZN in Q4 2021 and has held it in 20 quarters since. 4,228 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Greystone Financial Group held 36,456 shares of Amazon worth $9.08M as of Q3 2026.
  • Greystone Financial Group bought 10,950 Amazon shares in Q3 2026, an estimated $2.78M.
  • Amazon made up 2.53% of Greystone Financial Group's portfolio in Q3 2026, its #16 holding.
  • Greystone Financial Group first reported a position in Amazon in Q4 2021 and has held it in 20 quarters since.
  • 4,228 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Greystone Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.