HRC Wealth Management
AMZN icon

HRC Wealth Management’s Amazon AMZN Stock Holding History

HRC 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 		$880K Buy
3,534
+2
+0.1% +$508 0.35% 28
2026
Q2 		$842K Buy
3,532
+3
+0.1% +$753 0.34% 29
2026
Q1 		$735K Buy
3,529
+270
+8% +$59.4K 0.35% 28
2025
Q4 		$752K Buy
3,259
+108
+3% +$24.7K 0.36% 25
2025
Q3 		$692K Buy
3,151
+17
+0.5% +$3.85K 0.34% 27
2025
Q2 		$688K Buy
3,134
+6
+0.2% +$1.19K 0.37% 24
2025
Q1 		$595K Buy
3,128
+89
+3% +$19.3K 0.37% 25
2024
Q4 		$667K Buy
+3,039
New +$622K 0.4% 21

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

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

HRC Wealth Management increased its Amazon (AMZN) stake by 0.06% in Q3 2026, buying an estimated $508 and bringing the position to 3,534 shares worth $880K. The position accounts for 0.35% of the portfolio, ranked #28.

HRC Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 8 quarters since. 4,147 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • HRC Wealth Management held 3,534 shares of Amazon worth $880K as of Q3 2026.
  • HRC Wealth Management bought 2 Amazon shares in Q3 2026, an estimated $508.
  • Amazon made up 0.35% of HRC Wealth Management's portfolio in Q3 2026, its #28 holding.
  • HRC Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 8 quarters since.
  • 4,147 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on HRC Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.