OLIO Financial Planning
AMZN icon

OLIO Financial Planning’s Amazon AMZN Stock Holding History

OLIO Financial 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 		$886K Hold
3,558
– – 0.22% 27
2026
Q2 		$848K Buy
3,558
+23
+0.7% +$5.77K 0.21% 27
2026
Q1 		$736K Sell
3,535
-302
-8% -$66.5K 0.2% 28
2025
Q4 		$886K Buy
3,837
+48
+1% +$11K 0.25% 23
2025
Q3 		$832K Sell
3,789
-195
-5% -$44.1K 0.24% 25
2025
Q2 		$874K Sell
3,984
-228
-5% -$45.1K 0.28% 22
2025
Q1 		$801K Sell
4,212
-269
-6% -$58.4K 0.28% 24
2024
Q4 		$983K Sell
4,481
-339
-7% -$69.4K 0.35% 24
2024
Q3 		$739K Hold
4,820
– – 0.31% 29
2024
Q2 		$739K Hold
4,820
– – 0.31% 29
2024
Q1 		$739K Hold
4,820
– – 0.31% 29
2023
Q4 		$739K Buy
4,820
+11
+0.2% +$1.54K 0.31% 29
2023
Q3 		$611K Buy
4,809
+1
+0% +$134 0.29% 31
2023
Q2 		$627K Buy
4,808
+100
+2% +$11.4K 0.3% 29
2023
Q1 		$486K Buy
4,708
+220
+5% +$21.3K 0.25% 28
2022
Q4 		$377K Sell
4,488
-21
-0.5% -$2.07K 0.2% 31
2022
Q3 		$509K Buy
4,509
+20
+0.4% +$2.53K 0.3% 28
2022
Q2 		$477K Sell
4,489
-71
-2% -$8.88K 0.27% 29
2022
Q1 		$745K Sell
4,560
-200
-4% -$30.9K 0.43% 26
2021
Q4 		$795K Buy
+4,760
New +$815K 0.47% 20

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OLIO Financial Planning's AMZN Position: Q3 2026 in Review

OLIO Financial Planning held its Amazon (AMZN) position steady in Q3 2026 at 3,558 shares worth $886K. The position accounts for 0.22% of the portfolio, ranked #27.

OLIO Financial Planning first reported a position in AMZN in Q4 2021 and has held it in 20 quarters since. The position peaked at $983K in Q4 2024. 2,005 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • OLIO Financial Planning held 3,558 shares of Amazon worth $886K as of Q3 2026.
  • OLIO Financial Planning left its Amazon share count unchanged in Q3 2026.
  • Amazon made up 0.22% of OLIO Financial Planning's portfolio in Q3 2026, its #27 holding.
  • OLIO Financial Planning first reported a position in Amazon in Q4 2021 and has held it in 20 quarters since.
  • OLIO Financial Planning's Amazon position peaked at $983K in Q4 2024.
  • 2,005 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on OLIO Financial Planning's 13F filing for Q3 2026, filed 22 Oct 2026.