Luminvest Wealth Management
AMZN icon

Luminvest Wealth Management’s Amazon AMZN Stock Holding History

Luminvest 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 		$212K Sell
849
-717
-46% -$182K 0.06% 45
2026
Q2 		$373K Buy
1,566
+478
+44% +$120K 0.09% 43
2026
Q1 		$227K Buy
+1,088
New +$240K 0.06% 50
2025
Q4 		– Sell
-953
Closed -$209K – 51
2025
Q3 		$209K Hold
953
– – 0.07% 46
2025
Q2 		$209K Buy
+953
New +$189K 0.08% 38

Other funds holding AMZN

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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

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

Luminvest Wealth Management reduced its Amazon (AMZN) stake by 46% in Q3 2026, selling an estimated $182K and leaving 849 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #45.

Luminvest Wealth Management first reported a position in AMZN in Q2 2025 and has held it in 5 quarters since. The position peaked at $373K in Q2 2026. 2,631 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Luminvest Wealth Management held 849 shares of Amazon worth $212K as of Q3 2026.
  • Luminvest Wealth Management sold 717 Amazon shares in Q3 2026, an estimated $182K.
  • Amazon made up 0.06% of Luminvest Wealth Management's portfolio in Q3 2026, its #45 holding.
  • Luminvest Wealth Management first reported a position in Amazon in Q2 2025 and has held it in 5 quarters since.
  • Luminvest Wealth Management's Amazon position peaked at $373K in Q2 2026.
  • 2,631 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Luminvest Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.