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Optimum Investment Advisors’s Amazon AMZN Stock Holding History

Optimum Investment Advisors’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
2025
Q3 		$4.2M Buy
19,113
+462
+2% +$105K 1.67% 10
2025
Q2 		$4.09M Buy
18,651
+100
+0.5% +$19.8K 1.78% 9
2025
Q1 		$3.53M Sell
18,551
-135
-0.7% -$29.3K 1.66% 11
2024
Q4 		$4.1M Buy
18,686
+463
+3% +$94.7K 1.81% 8
2024
Q3 		$3.4M Buy
18,223
+813
+5% +$148K 1.47% 11
2024
Q2 		$3.36M Buy
17,410
+570
+3% +$105K 1.51% 10
2024
Q1 		$3.04M Buy
16,840
+750
+5% +$125K 1.4% 11
2023
Q4 		$2.44M Buy
16,090
+350
+2% +$49.1K 1.23% 10
2023
Q3 		$2M Sell
15,740
-430
-3% -$57.6K 1.02% 15
2023
Q2 		$2.11M Sell
16,170
-1,640
-9% -$187K 1.03% 15
2023
Q1 		$1.84M Buy
17,810
+150
+0.8% +$14.5K 0.96% 18
2022
Q4 		$1.48M Sell
17,660
-430
-2% -$42.5K 0.8% 24
2022
Q3 		$2.04M Sell
18,090
-1,050
-5% -$133K 1.1% 11
2022
Q2 		$2.03M Sell
19,140
-3,800
-17% -$476K 1.02% 14
2022
Q1 		$3.74M Buy
22,940
+20
+0.1% +$3.09K 1.58% 7
2021
Q4 		$3.82M Buy
22,920
+160
+0.7% +$27.4K 1.49% 7
2021
Q3 		$3.74M Sell
22,760
-9,260
-29% -$1.6M 1.58% 7
2021
Q2 		$5.51M Sell
32,020
-9,420
-23% -$1.57M 1.72% 7
2021
Q1 		$6.41M Buy
41,440
+220
+0.5% +$34.9K 1.88% 6
2020
Q4 		$6.71M Buy
41,220
+160
+0.4% +$25.5K 2.04% 6
2020
Q3 		$6.46M Sell
41,060
-1,540
-4% -$243K 2.17% 5
2020
Q2 		$5.88M Sell
42,600
-4,400
-9% -$531K 2.05% 5
2020
Q1 		$4.58M Sell
47,000
-840
-2% -$81.3K 1.88% 9
2019
Q4 		$4.42M Buy
47,840
+220
+0.5% +$19.5K 1.31% 10
2019
Q3 		$4.13M Sell
47,620
-700
-1% -$64.9K 1.3% 13
2019
Q2 		$4.58M Buy
48,320
+4,140
+9% +$386K 1.48% 8
2019
Q1 		$3.93M Sell
44,180
-940
-2% -$78.2K 1.29% 10
2018
Q4 		$3.39M Sell
45,120
-2,140
-5% -$178K 1.17% 15
2018
Q3 		$4.73M Sell
47,260
-3,040
-6% -$286K 1.31% 9
2018
Q2 		$4.28M Buy
50,300
+280
+0.6% +$22.2K 1.23% 12
2018
Q1 		$3.62M Sell
50,020
-3,400
-6% -$243K 1.06% 15
2017
Q4 		$3.12M Sell
53,420
-1,600
-3% -$88K 0.99% 20
2017
Q3 		$2.65M Buy
55,020
+3,000
+6% +$147K 0.89% 24
2017
Q2 		$2.52M Buy
52,020
+4,500
+9% +$215K 0.87% 25
2017
Q1 		$2.11M Buy
47,520
+2,300
+5% +$95.9K 0.75% 31
2016
Q4 		$1.7M Buy
45,220
+7,280
+19% +$285K 0.64% 38
2016
Q3 		$1.59M Buy
37,940
+7,500
+25% +$287K 0.6% 43
2016
Q2 		$1.09M Buy
30,440
+7,400
+32% +$250K 0.42% 64
2016
Q1 		$684K Sell
23,040
-3,600
-14% -$102K 0.27% 113
2015
Q4 		$900K Buy
26,640
+16,140
+154% +$509K 0.35% 85
2015
Q3 		$269K Buy
+10,500
New +$265K 0.11% 213
2015
Q1 		$231K Hold
12,440
– – 0.07% 263
2014
Q4 		$193K Hold
12,440
– – 0.06% 269
2014
Q3 		$198K Hold
12,440
– – 0.07% 253
2014
Q2 		$202K Buy
12,440
+4,000
+47% +$63.3K 0.07% 256
2014
Q1 		$142K Hold
8,440
– – 0.05% 263
2013
Q4 		$168K Hold
8,440
– – 0.06% 243
2013
Q3 		$132K Buy
+8,440
New +$126K 0.05% 254

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Optimum Investment Advisors's AMZN Position: Q3 2025 in Review

Optimum Investment Advisors increased its Amazon (AMZN) stake by 2.5% in Q3 2025, buying an estimated $105K and bringing the position to 19,113 shares worth $4.2M. The position accounts for 1.67% of the portfolio, ranked #10.

Optimum Investment Advisors first reported a position in AMZN in Q3 2013 and has held it in 48 quarters since. The position peaked at $6.71M in Q4 2020. 5,570 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.

  • Optimum Investment Advisors held 19,113 shares of Amazon worth $4.2M as of Q3 2025.
  • Optimum Investment Advisors bought 462 Amazon shares in Q3 2025, an estimated $105K.
  • Amazon made up 1.67% of Optimum Investment Advisors's portfolio in Q3 2025, its #10 holding.
  • Optimum Investment Advisors first reported a position in Amazon in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's Amazon position peaked at $6.71M in Q4 2020.
  • 5,570 funds tracked by Wall St. Rank held Amazon as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.