IAG Wealth Partners
AMZN icon

IAG Wealth Partners’s Amazon AMZN Stock Holding History

IAG Wealth Partners’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 		$479K Hold
1,922
– – 0.05% 94
2026
Q2 		$458K Buy
1,922
+239
+14% +$60K 0.05% 93
2026
Q1 		$351K Buy
1,683
+46
+3% +$10.1K 0.04% 94
2025
Q4 		$378K Sell
1,637
-102
-6% -$23.3K 0.04% 92
2025
Q3 		$382K Sell
1,739
-80
-4% -$18.1K 0.05% 88
2025
Q2 		$399K Sell
1,819
-256
-12% -$50.7K 0.05% 85
2025
Q1 		$395K Buy
2,075
+410
+25% +$89K 0.06% 80
2024
Q4 		$365K Sell
1,665
-65
-4% -$13.3K 0.06% 79
2024
Q3 		$322K Buy
1,730
+300
+21% +$54.7K 0.06% 83
2024
Q2 		$276K Buy
1,430
+86
+6% +$15.8K 0.06% 81
2024
Q1 		$242K Buy
1,344
+90
+7% +$15K 0.05% 84
2023
Q4 		$191K Buy
1,254
+41
+3% +$5.75K 0.04% 86
2023
Q3 		$154K Buy
1,213
+29
+2% +$3.89K 0.04% 89
2023
Q2 		$154K Sell
1,184
-2,120
-64% -$242K 0.04% 99
2023
Q1 		$341K Buy
3,304
+2,000
+153% +$193K 0.09% 56
2022
Q4 		$110K Sell
1,304
-164
-11% -$16.2K 0.03% 95
2022
Q3 		$166K Buy
1,468
+44
+3% +$5.56K 0.06% 68
2022
Q2 		$151K Sell
1,424
-36
-2% -$4.5K 0.05% 76
2022
Q1 		$238K Buy
1,460
+360
+33% +$55.6K 0.07% 60
2021
Q4 		$183K Buy
1,100
+60
+6% +$10.3K 0.06% 62
2021
Q3 		$171K Sell
1,040
-280
-21% -$48.3K 0.06% 56
2021
Q2 		$228K Sell
1,320
-20
-1% -$3.32K 0.08% 47
2021
Q1 		$208K Sell
1,340
-220
-14% -$34.9K 0.08% 51
2020
Q4 		$255K Buy
1,560
+260
+20% +$41.5K 0.1% 46
2020
Q3 		$205K Buy
1,300
+200
+18% +$31.5K 0.09% 51
2020
Q2 		$152K Hold
1,100
– – 0.07% 58
2020
Q1 		$108K Buy
1,100
+160
+17% +$15.5K 0.07% 61
2019
Q4 		$87K Buy
+940
New +$83.2K 0.06% 73

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

IAG Wealth Partners's AMZN Position: Q3 2026 in Review

IAG Wealth Partners held its Amazon (AMZN) position steady in Q3 2026 at 1,922 shares worth $479K. The position accounts for 0.05% of the portfolio, ranked #94.

IAG Wealth Partners first reported a position in AMZN in Q4 2019 and has held it in 28 quarters since. 3,702 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • IAG Wealth Partners held 1,922 shares of Amazon worth $479K as of Q3 2026.
  • IAG Wealth Partners left its Amazon share count unchanged in Q3 2026.
  • Amazon made up 0.05% of IAG Wealth Partners's portfolio in Q3 2026, its #94 holding.
  • IAG Wealth Partners first reported a position in Amazon in Q4 2019 and has held it in 28 quarters since.
  • 3,702 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.