HB Wealth Management
AMZN icon

HB Wealth Management’s Amazon AMZN Stock Holding History

HB 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
2026
Q3 		$175M Buy
701,687
+51,115
+8% +$13M 0.9% 20
2026
Q2 		$155M Buy
650,572
+11,767
+2% +$2.95M 0.87% 21
2026
Q1 		$133M Buy
638,805
+20,748
+3% +$4.57M 0.86% 20
2025
Q4 		$143M Buy
618,057
+19,352
+3% +$4.43M 0.92% 18
2025
Q3 		$131M Buy
598,705
+82,307
+16% +$18.6M 0.89% 19
2025
Q2 		$113M Sell
516,398
-44,212
-8% -$8.75M 0.9% 20
2025
Q1 		$107M Buy
560,610
+143,745
+34% +$31.2M 0.89% 20
2024
Q4 		$91.5M Buy
416,865
+37,145
+10% +$7.6M 0.93% 17
2024
Q3 		$70.8M Buy
379,720
+26,430
+7% +$4.82M 0.76% 19
2024
Q2 		$68.3M Buy
353,290
+62,867
+22% +$11.5M 0.8% 18
2024
Q1 		$52.4M Buy
290,423
+26,697
+10% +$4.46M 0.66% 19
2023
Q4 		$40.1M Buy
263,726
+2,004
+0.8% +$281K 0.58% 18
2023
Q3 		$33.3M Buy
261,722
+50,248
+24% +$6.73M 0.54% 20
2023
Q2 		$27.6M Buy
211,474
+9,017
+4% +$1.03M 0.44% 27
2023
Q1 		$20.9M Buy
202,457
+11,895
+6% +$1.15M 0.36% 29
2022
Q4 		$16M Buy
190,562
+40,183
+27% +$3.97M 0.29% 43
2022
Q3 		$17M Buy
150,379
+8,495
+6% +$1.07M 0.36% 29
2022
Q2 		$15.1M Buy
141,884
+19,664
+16% +$2.46M 0.31% 31
2022
Q1 		$19.9M Buy
122,220
+28,280
+30% +$4.37M 0.37% 27
2021
Q4 		$15.7M Buy
+93,940
New +$16.1M 0.32% 25

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

HB Wealth Management increased its Amazon (AMZN) stake by 7.9% in Q3 2026, buying an estimated $13M and bringing the position to 701,687 shares worth $175M. The position accounts for 0.9% of the portfolio, ranked #20.

HB Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 20 quarters since. 2,005 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • HB Wealth Management held 701,687 shares of Amazon worth $175M as of Q3 2026.
  • HB Wealth Management bought 51,115 Amazon shares in Q3 2026, an estimated $13M.
  • Amazon made up 0.9% of HB Wealth Management's portfolio in Q3 2026, its #20 holding.
  • HB Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 20 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.