Holcombe Financial
AMZN icon

Holcombe Financial’s Amazon AMZN Stock Holding History

Holcombe Financial’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 		$363K Sell
1,455
-104
-7% -$26.4K 0.2% 41
2026
Q2 		$372K Sell
1,559
-31
-2% -$7.78K 0.21% 42
2026
Q1 		$331K Buy
1,590
+1
+0.1% +$220 0.19% 43
2025
Q4 		$367K Buy
1,589
+105
+7% +$24K 0.23% 38
2025
Q3 		$326K Hold
1,484
– – 0.23% 35
2025
Q2 		$326K Buy
1,484
+160
+12% +$31.7K 0.25% 33
2025
Q1 		$252K Hold
1,324
– – 0.21% 32
2024
Q4 		$290K Buy
+1,324
New +$271K 0.24% 27

Other funds holding AMZN

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Holcombe Financial's AMZN Position: Q3 2026 in Review

Holcombe Financial reduced its Amazon (AMZN) stake by 6.7% in Q3 2026, selling an estimated $26.4K and leaving 1,455 shares worth $363K. The position accounts for 0.2% of the portfolio, ranked #41.

Holcombe Financial first reported a position in AMZN in Q4 2024 and has held it in 8 quarters since. The position peaked at $372K in Q2 2026. 3,471 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Holcombe Financial held 1,455 shares of Amazon worth $363K as of Q3 2026.
  • Holcombe Financial sold 104 Amazon shares in Q3 2026, an estimated $26.4K.
  • Amazon made up 0.2% of Holcombe Financial's portfolio in Q3 2026, its #41 holding.
  • Holcombe Financial first reported a position in Amazon in Q4 2024 and has held it in 8 quarters since.
  • Holcombe Financial's Amazon position peaked at $372K in Q2 2026.
  • 3,471 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.