Hillcrest Wealth Advisors
AMZN icon

Hillcrest Wealth Advisors’s Amazon AMZN Stock Holding History

Hillcrest Wealth Advisors’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 		$302K Buy
1,211
+71
+6% +$18K 0.11% 47
2026
Q2 		$272K Buy
+1,140
New +$286K 0.1% 49
2020
Q3 		– Sell
-2,420
Closed -$334K – 60
2020
Q2 		$334K Sell
2,420
-20
-0.8% -$2.42K 0.29% 33
2020
Q1 		$238K Buy
+2,440
New +$236K 0.24% 35

Other funds holding AMZN

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Hillcrest Wealth Advisors's AMZN Position: Q3 2026 in Review

Hillcrest Wealth Advisors increased its Amazon (AMZN) stake by 6.2% in Q3 2026, buying an estimated $18K and bringing the position to 1,211 shares worth $302K. The position accounts for 0.11% of the portfolio, ranked #47.

Hillcrest Wealth Advisors first reported a position in AMZN in Q1 2020 and has held it in 4 quarters since. The position peaked at $334K in Q2 2020. 4,853 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Hillcrest Wealth Advisors held 1,211 shares of Amazon worth $302K as of Q3 2026.
  • Hillcrest Wealth Advisors bought 71 Amazon shares in Q3 2026, an estimated $18K.
  • Amazon made up 0.11% of Hillcrest Wealth Advisors's portfolio in Q3 2026, its #47 holding.
  • Hillcrest Wealth Advisors first reported a position in Amazon in Q1 2020 and has held it in 4 quarters since.
  • Hillcrest Wealth Advisors's Amazon position peaked at $334K in Q2 2020.
  • 4,853 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.