Heffernan Advisory
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Heffernan Advisory’s Amazon AMZN Stock Holding History

Heffernan 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 		$343K Buy
+1,376
New +$350K 0.23% 33

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

Heffernan Advisory's AMZN Position: Q3 2026 in Review

Heffernan Advisory opened a new position in Amazon (AMZN) in Q3 2026: 1,376 shares worth $343K. The stake represents 0.23% of the portfolio and ranks #33 among its holdings.

3,702 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Heffernan Advisory held 1,376 shares of Amazon worth $343K as of Q3 2026.
  • Amazon was a new Heffernan Advisory position in Q3 2026.
  • Amazon made up 0.23% of Heffernan Advisory's portfolio in Q3 2026, its #33 holding.
  • 3,702 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

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