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OMC Financial Services’s Amazon AMZN Stock Holding History

OMC Financial Services’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 		$5.16M Sell
20,715
-1,624
-7% -$413K 2.95% 16
2026
Q2 		$5.32M Sell
22,339
-921
-4% -$231K 1.76% 16
2026
Q1 		$4.84M Buy
23,260
+728
+3% +$160K 1.88% 15
2025
Q4 		$5.2M Sell
22,532
-490
-2% -$112K 1.94% 13
2025
Q3 		$5.05M Sell
23,022
-148
-0.6% -$33.5K 1.88% 13
2025
Q2 		$5.08M Sell
23,170
-816
-3% -$161K 2.08% 14
2025
Q1 		$4.56M Buy
23,986
+440
+2% +$95.5K 2.05% 13
2024
Q4 		$5.17M Sell
23,546
-30
-0.1% -$6.14K 2.2% 13
2024
Q3 		$4.56M Hold
23,576
– – 2.15% 13
2024
Q2 		$4.56M Buy
23,576
+1,006
+4% +$185K 2.15% 13
2024
Q1 		$4.07M Buy
+22,570
New +$3.77M 2.07% 14

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
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

OMC Financial Services's AMZN Position: Q3 2026 in Review

OMC Financial Services reduced its Amazon (AMZN) stake by 7.3% in Q3 2026, selling an estimated $413K and leaving 20,715 shares worth $5.16M. The position accounts for 2.95% of the portfolio, ranked #16.

OMC Financial Services first reported a position in AMZN in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.32M in Q2 2026. 1,376 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • OMC Financial Services held 20,715 shares of Amazon worth $5.16M as of Q3 2026.
  • OMC Financial Services sold 1,624 Amazon shares in Q3 2026, an estimated $413K.
  • Amazon made up 2.95% of OMC Financial Services's portfolio in Q3 2026, its #16 holding.
  • OMC Financial Services first reported a position in Amazon in Q1 2024 and has held it in 11 quarters since.
  • OMC Financial Services's Amazon position peaked at $5.32M in Q2 2026.
  • 1,376 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on OMC Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.