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Maltin Wealth Management’s Amazon AMZN Stock Holding History

Maltin 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 		$940K Sell
3,773
-616
-14% -$157K 0.3% 70
2026
Q2 		$1.05M Buy
4,389
+343
+8% +$86.1K 0.35% 66
2026
Q1 		$843K Buy
4,046
+488
+14% +$107K 0.32% 66
2025
Q4 		$821K Buy
3,558
+19
+0.5% +$4.35K 0.33% 66
2025
Q3 		$777K Buy
3,539
+380
+12% +$86K 0.32% 66
2025
Q2 		$693K Sell
3,159
-7
-0.2% -$1.39K 0.31% 67
2025
Q1 		$602K Sell
3,166
-229
-7% -$49.7K 0.28% 71
2024
Q4 		$745K Buy
3,395
+900
+36% +$184K 0.37% 65
2024
Q3 		$465K Sell
2,495
-26
-1% -$4.74K 0.23% 79
2024
Q2 		$487K Buy
2,521
+16
+0.6% +$2.94K 0.26% 75
2024
Q1 		$452K Buy
2,505
+78
+3% +$13K 0.25% 78
2023
Q4 		$369K Sell
2,427
-46
-2% -$6.45K 0.23% 81
2023
Q3 		$314K Sell
2,473
-36
-1% -$4.82K 0.22% 84
2023
Q2 		$327K Sell
2,509
-32
-1% -$3.65K 0.23% 81
2023
Q1 		$262K Sell
2,541
-1,000
-28% -$96.6K 0.19% 88
2022
Q4 		$297K Sell
3,541
-419
-11% -$41.4K 0.22% 83
2022
Q3 		$447K Sell
3,960
-1,164
-23% -$147K 0.35% 76
2022
Q2 		$544K Buy
5,124
+4
+0.1% +$501 0.39% 74
2022
Q1 		$835K Sell
5,120
-580
-10% -$89.6K 0.55% 59
2021
Q4 		$950K Buy
5,700
+280
+5% +$47.9K 0.57% 50
2021
Q3 		$890K Buy
5,420
+140
+3% +$24.1K 0.55% 50
2021
Q2 		$908K Buy
5,280
+380
+8% +$63.2K 0.55% 50
2021
Q1 		$758K Buy
4,900
+420
+9% +$66.6K 0.49% 53
2020
Q4 		$730K Buy
4,480
+20
+0.4% +$3.19K 0.51% 47
2020
Q3 		$702K Buy
4,460
+180
+4% +$28.4K 0.5% 46
2020
Q2 		$590K Buy
4,280
+60
+1% +$7.25K 0.45% 50
2020
Q1 		$411K Buy
4,220
+1,820
+76% +$176K 0.35% 55
2019
Q4 		$222K Buy
+2,400
New +$212K 0.14% 70

Other funds holding AMZN

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
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
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

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

Maltin Wealth Management reduced its Amazon (AMZN) stake by 14% in Q3 2026, selling an estimated $157K and leaving 3,773 shares worth $940K. The position accounts for 0.3% of the portfolio, ranked #70.

Maltin Wealth Management first reported a position in AMZN in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.05M in Q2 2026. 755 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Maltin Wealth Management held 3,773 shares of Amazon worth $940K as of Q3 2026.
  • Maltin Wealth Management sold 616 Amazon shares in Q3 2026, an estimated $157K.
  • Amazon made up 0.3% of Maltin Wealth Management's portfolio in Q3 2026, its #70 holding.
  • Maltin Wealth Management first reported a position in Amazon in Q4 2019 and has held it in 28 quarters since.
  • Maltin Wealth Management's Amazon position peaked at $1.05M in Q2 2026.
  • 755 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

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