MAM
AMZN icon

Milestone Asset Management’s Amazon AMZN Stock Holding History

Milestone Asset 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 		$621K Sell
2,493
-70
-3% -$17.8K 0.1% 161
2026
Q2 		$611K Sell
2,563
-284
-10% -$71.3K 0.1% 172
2026
Q1 		$593K Buy
2,847
+1,142
+67% +$251K 0.11% 161
2025
Q4 		$394K Buy
1,705
+195
+13% +$44.6K 0.07% 167
2025
Q3 		$332K Buy
1,510
+18
+1% +$4.07K 0.06% 185
2025
Q2 		$327K Sell
1,492
-2,787
-65% -$552K 0.07% 171
2025
Q1 		$814K Buy
4,279
+250
+6% +$54.3K 0.17% 101
2024
Q4 		$884K Sell
4,029
-223
-5% -$45.6K 0.19% 116
2024
Q3 		$792K Buy
4,252
+406
+11% +$74.1K 0.18% 104
2024
Q2 		$743K Buy
3,846
+472
+14% +$86.7K 0.19% 105
2024
Q1 		$609K Buy
3,374
+1,284
+61% +$214K 0.17% 93
2023
Q4 		$318K Buy
2,090
+153
+8% +$21.4K 0.1% 52
2023
Q3 		$251K Buy
1,937
+311
+19% +$41.7K 0.09% 69
2023
Q2 		$212K Sell
1,626
-325
-17% -$37.1K 0.09% 60
2023
Q1 		$202K Buy
+1,951
New +$188K 0.12% 73

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

Milestone Asset Management's AMZN Position: Q3 2026 in Review

Milestone Asset Management reduced its Amazon (AMZN) stake by 2.7% in Q3 2026, selling an estimated $17.8K and leaving 2,493 shares worth $621K. The position accounts for 0.1% of the portfolio, ranked #161.

Milestone Asset Management first reported a position in AMZN in Q1 2023 and has held it in 15 quarters since. The position peaked at $884K in Q4 2024. 1,088 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Milestone Asset Management held 2,493 shares of Amazon worth $621K as of Q3 2026.
  • Milestone Asset Management sold 70 Amazon shares in Q3 2026, an estimated $17.8K.
  • Amazon made up 0.1% of Milestone Asset Management's portfolio in Q3 2026, its #161 holding.
  • Milestone Asset Management first reported a position in Amazon in Q1 2023 and has held it in 15 quarters since.
  • Milestone Asset Management's Amazon position peaked at $884K in Q4 2024.
  • 1,088 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.