OIA
AMZN icon

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
2023
Q2 		– Sell
-500
Closed -$1.38K – 717
2023
Q1 		$1.38K Buy
+500
New +$48.3K ﹤0.01% 685

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.