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Insight Wealth Strategies’s Amazon AMZN Stock Holding History

Insight Wealth Strategies’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 		$7.48M Sell
30,014
-259
-0.9% -$65.8K 0.74% 38
2026
Q2 		$7.32M Buy
30,273
+2,081
+7% +$522K 0.71% 39
2026
Q1 		$5.87M Buy
28,192
+235
+0.8% +$51.7K 0.66% 45
2025
Q4 		$6.45M Sell
27,957
-856
-3% -$196K 0.74% 36
2025
Q3 		$6.33M Buy
28,813
+1,929
+7% +$437K 0.75% 36
2025
Q2 		$5.93M Sell
26,884
-122
-0.5% -$24.1K 0.75% 31
2025
Q1 		$5.14M Sell
27,006
-805
-3% -$175K 0.69% 33
2024
Q4 		$6.1M Buy
27,811
+265
+1% +$54.2K 0.82% 28
2024
Q3 		$5.13M Buy
27,546
+347
+1% +$63.3K 0.68% 35
2024
Q2 		$5.26M Buy
27,199
+52
+0.2% +$9.55K 0.75% 28
2024
Q1 		$4.9M Sell
27,147
-1,533
-5% -$256K 0.72% 32
2023
Q4 		$4.36M Sell
28,680
-738
-3% -$103K 0.7% 28
2023
Q3 		$3.74M Buy
29,418
+895
+3% +$120K 0.72% 25
2023
Q2 		$3.72M Sell
28,523
-97
-0.3% -$11.1K 0.71% 24
2023
Q1 		$2.96M Buy
28,620
+3,000
+12% +$290K 0.58% 26
2022
Q4 		$2.15M Buy
25,620
+2,036
+9% +$201K 0.42% 32
2022
Q3 		$2.5M Hold
23,584
– – 0.47% 29
2022
Q2 		$2.5M Sell
23,584
-656
-3% -$82.1K 0.47% 29
2022
Q1 		$3.95M Buy
24,240
+880
+4% +$136K 0.58% 28
2021
Q4 		$3.9M Buy
23,360
+840
+4% +$144K 0.56% 27
2021
Q3 		$3.7M Buy
22,520
+340
+2% +$58.6K 0.52% 28
2021
Q2 		$3.81M Sell
22,180
-10,920
-33% -$1.81M 0.54% 27
2021
Q1 		$5.12M Buy
33,100
+3,460
+12% +$548K 0.69% 23
2020
Q4 		$4.83M Buy
29,640
+160
+0.5% +$25.5K 0.82% 22
2020
Q3 		$4.64M Sell
29,480
-3,220
-10% -$508K 0.86% 22
2020
Q2 		$4.51M Buy
32,700
+3,840
+13% +$464K 1% 22
2020
Q1 		$2.81M Sell
28,860
-37,540
-57% -$3.63M 0.75% 22
2019
Q4 		$6.13M Buy
66,400
+860
+1% +$76.1K 1.3% 17
2019
Q3 		$5.69M Buy
65,540
+9,800
+18% +$909K 1.34% 17
2019
Q2 		$5.28M Buy
55,740
+10,100
+22% +$941K 1.29% 18
2019
Q1 		$4.06M Buy
45,640
+5,160
+13% +$429K 1.14% 19
2018
Q4 		$3.04M Buy
+40,480
New +$3.37M 0.93% 19

Other funds holding AMZN

CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Insight Wealth Strategies's AMZN Position: Q3 2026 in Review

Insight Wealth Strategies reduced its Amazon (AMZN) stake by 0.86% in Q3 2026, selling an estimated $65.8K and leaving 30,014 shares worth $7.48M. The position accounts for 0.74% of the portfolio, ranked #38.

Insight Wealth Strategies first reported a position in AMZN in Q4 2018 and has held it in 32 quarters since. 362 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Insight Wealth Strategies held 30,014 shares of Amazon worth $7.48M as of Q3 2026.
  • Insight Wealth Strategies sold 259 Amazon shares in Q3 2026, an estimated $65.8K.
  • Amazon made up 0.74% of Insight Wealth Strategies's portfolio in Q3 2026, its #38 holding.
  • Insight Wealth Strategies first reported a position in Amazon in Q4 2018 and has held it in 32 quarters since.
  • 362 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.