Mokosak Advisory Group’s Amazon AMZN Stock Holding History

Mokosak Advisory Group’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	$310K	Buy	1,243 +23	+2%	+$5.84K	0.07%	28
2026 Q2	$291K	Hold	1,220	–	–	0.06%	28
2026 Q1	$256K	Hold	1,220	–	–	0.06%	30
2025 Q4	$282K	Hold	1,220	–	–	0.07%	27
2025 Q3	$268K	Hold	1,220	–	–	0.07%	27
2025 Q2	$268K	Hold	1,220	–	–	0.08%	27
2025 Q1	$232K	Hold	1,220	–	–	0.07%	30
2024 Q4	$268K	Hold	1,220	–	–	0.08%	25
2024 Q3	$227K	Hold	1,220	–	–	0.07%	28
2024 Q2	$236K	Hold	1,220	–	–	0.08%	28
2024 Q1	$220K	Buy	+1,220	New	+$204K	0.07%	28
2022 Q2	–	Sell	-1,480	Closed	-$241K	–	22
2022 Q1	$241K	Buy	1,480 +20	+1%	+$3.09K	0.1%	22
2021 Q4	$244K	Buy	1,460 +80	+6%	+$13.7K	0.09%	23
2021 Q3	$225K	Hold	1,380	–	–	0.09%	23
2021 Q2	$236K	Hold	1,380	–	–	0.1%	22
2021 Q1	$212K	Buy	1,380 +20	+1%	+$3.17K	0.1%	21
2020 Q4	$222K	Buy	+1,360	New	+$217K	0.11%	23

Other funds holding AMZN

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Mokosak Advisory Group's AMZN Position: Q3 2026 in Review

Mokosak Advisory Group increased its Amazon (AMZN) stake by 1.9% in Q3 2026, buying an estimated $5.84K and bringing the position to 1,243 shares worth $310K. The position accounts for 0.07% of the portfolio, ranked #28.

Mokosak Advisory Group first reported a position in AMZN in Q4 2020 and has held it in 17 quarters since. 2,596 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

Mokosak Advisory Group held 1,243 shares of Amazon worth $310K as of Q3 2026.
Mokosak Advisory Group bought 23 Amazon shares in Q3 2026, an estimated $5.84K.
Amazon made up 0.07% of Mokosak Advisory Group's portfolio in Q3 2026, its #28 holding.
Mokosak Advisory Group first reported a position in Amazon in Q4 2020 and has held it in 17 quarters since.
2,596 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Mokosak Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.