Marion Wealth Management
AMZN icon

Marion Wealth Management’s Amazon AMZN Stock Holding History

Marion 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 		$4.37M Buy
17,559
+236
+1% +$60K 0.86% 32
2026
Q2 		$4.13M Buy
17,323
+478
+3% +$120K 0.84% 29
2026
Q1 		$3.51M Buy
16,845
+1,085
+7% +$239K 0.78% 30
2025
Q4 		$3.77M Buy
15,760
+266
+2% +$60.9K 0.84% 31
2025
Q3 		$3.4M Sell
15,494
-470
-3% -$106K 0.81% 31
2025
Q2 		$3.5M Buy
15,964
+545
+4% +$108K 0.88% 30
2025
Q1 		$2.93M Buy
15,419
+1,323
+9% +$287K 0.78% 32
2024
Q4 		$3.09M Buy
14,096
+9,011
+177% +$1.84M 0.82% 32
2024
Q3 		$947K Buy
5,085
+174
+4% +$31.7K 0.25% 77
2024
Q2 		$949K Buy
4,911
+422
+9% +$77.5K 0.28% 74
2024
Q1 		$810K Buy
4,489
+168
+4% +$28K 0.24% 77
2023
Q4 		$657K Buy
4,321
+67
+2% +$9.39K 0.21% 78
2023
Q3 		$541K Hold
4,254
– – 0.19% 82
2023
Q2 		$555K Buy
4,254
+336
+9% +$38.4K 0.2% 79
2023
Q1 		$405K Buy
3,918
+62
+2% +$5.99K 0.15% 86
2022
Q4 		$324K Sell
3,856
-240
-6% -$23.7K 0.14% 87
2022
Q3 		$463K Buy
4,096
+2,141
+110% +$271K 0.24% 76
2022
Q2 		$208K Buy
1,955
+15
+0.8% +$1.88K 0.11% 98
2022
Q1 		$316K Buy
1,940
+40
+2% +$6.18K 0.15% 83
2021
Q4 		$317K Buy
+1,900
New +$325K 0.15% 87

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Marion Wealth Management increased its Amazon (AMZN) stake by 1.4% in Q3 2026, buying an estimated $60K and bringing the position to 17,559 shares worth $4.37M. The position accounts for 0.86% of the portfolio, ranked #32.

Marion Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 20 quarters since. 2,163 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Marion Wealth Management held 17,559 shares of Amazon worth $4.37M as of Q3 2026.
  • Marion Wealth Management bought 236 Amazon shares in Q3 2026, an estimated $60K.
  • Amazon made up 0.86% of Marion Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Marion Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 20 quarters since.
  • 2,163 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.