Orca Wealth Management
AMZN icon

Orca Wealth Management’s Amazon AMZN Stock Holding History

Orca Wealth Management’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 		$249K Buy
+1,000
New +$254K 0.15% 68
2026
Q2 		– Sell
-1,199
Closed -$250K – 84
2026
Q1 		$250K Buy
1,199
+54
+5% +$11.9K 0.18% 64
2025
Q4 		$273K Buy
1,145
+15
+1% +$3.43K 0.2% 62
2025
Q3 		$248K Buy
+1,130
New +$256K 0.19% 65
2025
Q2 		– Sell
-1,098
Closed -$209K – 65
2025
Q1 		$209K Buy
+1,098
New +$238K 0.19% 62

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Orca Wealth Management's AMZN Position: Q3 2026 in Review

Orca Wealth Management opened a new position in Amazon (AMZN) in Q3 2026: 1,000 shares worth $249K. The stake represents 0.15% of the portfolio and ranks #68 among its holdings. This is a return to the name: Orca Wealth Management previously reported a position in AMZN as recently as Q1 2026.

Orca Wealth Management first reported a position in AMZN in Q1 2025 and has held it in 5 quarters since. The position peaked at $273K in Q4 2025. 2,757 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Orca Wealth Management held 1,000 shares of Amazon worth $249K as of Q3 2026.
  • Amazon was a new Orca Wealth Management position in Q3 2026.
  • Amazon made up 0.15% of Orca Wealth Management's portfolio in Q3 2026, its #68 holding.
  • Orca Wealth Management first reported a position in Amazon in Q1 2025 and has held it in 5 quarters since.
  • Orca Wealth Management's Amazon position peaked at $273K in Q4 2025.
  • 2,757 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.