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Legacy Financial Strategies’s Amazon AMZN Stock Holding History

Legacy Financial 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 		$3.4M Buy
13,647
+182
+1% +$46.2K 0.55% 22
2026
Q2 		$3.21M Sell
13,465
-361
-3% -$90.6K 0.5% 27
2026
Q1 		$2.88M Buy
13,826
+18
+0.1% +$3.96K 0.52% 31
2025
Q4 		$3.19M Buy
13,808
+483
+4% +$111K 0.56% 30
2025
Q3 		$2.93M Buy
13,325
+1,153
+9% +$261K 0.53% 36
2025
Q2 		$2.67M Sell
12,172
-309
-2% -$61.1K 0.52% 37
2025
Q1 		$2.37M Buy
12,481
+1,082
+9% +$235K 0.52% 37
2024
Q4 		$2.51M Buy
11,399
+593
+5% +$121K 0.54% 37
2024
Q3 		$2.01M Buy
10,806
+1,426
+15% +$260K 0.44% 40
2024
Q2 		$1.85M Buy
9,380
+210
+2% +$38.6K 0.45% 41
2024
Q1 		$1.65M Buy
9,170
+561
+7% +$93.6K 0.43% 42
2023
Q4 		$1.31M Buy
8,609
+48
+0.6% +$6.73K 0.37% 42
2023
Q3 		$1.22M Buy
8,561
+620
+8% +$83.1K 0.39% 42
2023
Q2 		$1.04M Buy
7,941
+814
+11% +$93K 0.35% 42
2023
Q1 		$736K Buy
7,127
+208
+3% +$20.1K 0.27% 47
2022
Q4 		$581K Buy
6,919
+645
+10% +$63.7K 0.24% 48
2022
Q3 		$709K Buy
6,274
+1,381
+28% +$175K 0.33% 43
2022
Q2 		$520K Buy
4,893
+1,773
+57% +$222K 0.26% 46
2022
Q1 		$509K Buy
3,120
+1,320
+73% +$204K 0.22% 49
2021
Q4 		$300K Sell
1,800
-300
-14% -$51.3K 0.13% 55
2021
Q3 		$345K Buy
2,100
+20
+1% +$3.45K 0.16% 53
2021
Q2 		$358K Buy
2,080
+200
+11% +$33.2K 0.17% 53
2021
Q1 		$291K Hold
1,880
– – 0.15% 54
2020
Q4 		$306K Hold
1,880
– – 0.16% 55
2020
Q3 		$296K Sell
1,880
-80
-4% -$12.6K 0.17% 55
2020
Q2 		$270K Buy
+1,960
New +$237K 0.21% 53
2020
Q1 		– Sell
-2,560
Closed -$237K – 56
2019
Q4 		$237K Sell
2,560
-240
-9% -$21.2K 0.19% 61
2019
Q3 		$249K Buy
+2,800
New +$260K 0.22% 55

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Legacy Financial Strategies's AMZN Position: Q3 2026 in Review

Legacy Financial Strategies increased its Amazon (AMZN) stake by 1.4% in Q3 2026, buying an estimated $46.2K and bringing the position to 13,647 shares worth $3.4M. The position accounts for 0.55% of the portfolio, ranked #22.

Legacy Financial Strategies first reported a position in AMZN in Q3 2019 and has held it in 28 quarters since. 813 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Legacy Financial Strategies held 13,647 shares of Amazon worth $3.4M as of Q3 2026.
  • Legacy Financial Strategies bought 182 Amazon shares in Q3 2026, an estimated $46.2K.
  • Amazon made up 0.55% of Legacy Financial Strategies's portfolio in Q3 2026, its #22 holding.
  • Legacy Financial Strategies first reported a position in Amazon in Q3 2019 and has held it in 28 quarters since.
  • 813 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Legacy Financial Strategies's 13F filing for Q3 2026, filed 15 Oct 2026.