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Meriwether Wealth & Planning’s Amazon AMZN Stock Holding History

Meriwether Wealth & Planning’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 		$2.95M Sell
11,855
-352
-3% -$89.4K 1.33% 16
2026
Q2 		$2.91M Buy
12,207
+428
+4% +$107K 1.44% 15
2026
Q1 		$2.45M Buy
11,779
+2,437
+26% +$537K 1.34% 15
2025
Q4 		$2.16M Sell
9,342
-536
-5% -$123K 1.22% 15
2025
Q3 		$2.17M Buy
9,878
+2,115
+27% +$479K 1.26% 15
2025
Q2 		$1.7M Buy
7,763
+257
+3% +$50.9K 1.07% 16
2025
Q1 		$1.43M Sell
7,506
-199
-3% -$43.2K 0.93% 19
2024
Q4 		$1.69M Buy
+7,705
New +$1.58M 1.2% 15

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 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
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Meriwether Wealth & Planning's AMZN Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Amazon (AMZN) stake by 2.9% in Q3 2026, selling an estimated $89.4K and leaving 11,855 shares worth $2.95M. The position accounts for 1.33% of the portfolio, ranked #16.

Meriwether Wealth & Planning first reported a position in AMZN in Q4 2024 and has held it in 8 quarters since. 1,307 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Meriwether Wealth & Planning held 11,855 shares of Amazon worth $2.95M as of Q3 2026.
  • Meriwether Wealth & Planning sold 352 Amazon shares in Q3 2026, an estimated $89.4K.
  • Amazon made up 1.33% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #16 holding.
  • Meriwether Wealth & Planning first reported a position in Amazon in Q4 2024 and has held it in 8 quarters since.
  • 1,307 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.