SWGLO
AMZN icon

Summit Wealth Group, LLC/OK’s Amazon AMZN Stock Holding History

Summit Wealth Group, LLC/OK’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 		$599K Sell
2,404
-318
-12% -$80.8K 1.01% 26
2026
Q2 		$649K Hold
2,722
– – 0.84% 30
2026
Q1 		$567K Sell
2,722
-1,926
-41% -$424K 0.79% 31
2025
Q4 		$1.07M Buy
+4,648
New +$1.06M 1.11% 23

Other funds holding AMZN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Summit Wealth Group, LLC/OK's AMZN Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its Amazon (AMZN) stake by 12% in Q3 2026, selling an estimated $80.8K and leaving 2,404 shares worth $599K. The position accounts for 1.01% of the portfolio, ranked #26.

Summit Wealth Group, LLC/OK first reported a position in AMZN in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.07M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 2,404 shares of Amazon worth $599K as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 318 Amazon shares in Q3 2026, an estimated $80.8K.
  • Amazon made up 1.01% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #26 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Amazon in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's Amazon position peaked at $1.07M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.