MBE Wealth Management
AMZN icon

MBE Wealth Management’s Amazon AMZN Stock Holding History

MBE 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 		$1.01M Sell
4,042
-28
-0.7% -$7.11K 0.35% 45
2026
Q2 		$970K Buy
4,070
+39
+1% +$9.8K 0.34% 47
2026
Q1 		$840K Buy
4,031
+72
+2% +$15.9K 0.35% 40
2025
Q4 		$914K Buy
3,959
+141
+4% +$32.3K 0.38% 39
2025
Q3 		$838K Sell
3,818
-123
-3% -$27.8K 0.36% 40
2025
Q2 		$865K Buy
3,941
+151
+4% +$29.9K 0.38% 37
2025
Q1 		$721K Buy
3,790
+1,286
+51% +$279K 0.35% 41
2024
Q4 		$549K Sell
2,504
-437
-15% -$89.4K 0.31% 42
2024
Q3 		$548K Buy
2,941
+812
+38% +$148K 0.3% 47
2024
Q2 		$411K Sell
2,129
-328
-13% -$60.3K 0.25% 56
2024
Q1 		$443K Sell
2,457
-72
-3% -$12K 0.27% 53
2023
Q4 		$384K Buy
2,529
+767
+44% +$108K 0.2% 60
2023
Q3 		$224K Sell
1,762
-30
-2% -$4.02K 0.13% 67
2023
Q2 		$234K Buy
+1,792
New +$205K 0.13% 65
2022
Q2 		– Sell
-1,420
Closed -$231K – 63
2022
Q1 		$231K Sell
1,420
-60
-4% -$9.27K 0.14% 64
2021
Q4 		$247K Buy
1,480
+20
+1% +$3.42K 0.13% 51
2021
Q3 		$240K Buy
1,460
+20
+1% +$3.45K 0.12% 46
2021
Q2 		$248K Buy
+1,440
New +$239K 0.13% 43
2020
Q2 		– Sell
-600
Closed -$58K – 68
2020
Q1 		$58K Buy
+600
New +$58.1K 0.06% 107

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

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

MBE Wealth Management reduced its Amazon (AMZN) stake by 0.69% in Q3 2026, selling an estimated $7.11K and leaving 4,042 shares worth $1.01M. The position accounts for 0.35% of the portfolio, ranked #45.

MBE Wealth Management first reported a position in AMZN in Q1 2020 and has held it in 19 quarters since. 2,757 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • MBE Wealth Management held 4,042 shares of Amazon worth $1.01M as of Q3 2026.
  • MBE Wealth Management sold 28 Amazon shares in Q3 2026, an estimated $7.11K.
  • Amazon made up 0.35% of MBE Wealth Management's portfolio in Q3 2026, its #45 holding.
  • MBE Wealth Management first reported a position in Amazon in Q1 2020 and has held it in 19 quarters since.
  • 2,757 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.