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PBMares Wealth Management’s Amazon AMZN Stock Holding History

PBMares 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
2025
Q3 		$2.24M Buy
10,198
+13
+0.1% +$2.94K 0.36% 37
2025
Q2 		$2.23M Sell
10,185
-632
-6% -$125K 0.41% 34
2025
Q1 		$2.06M Sell
10,817
-1,937
-15% -$420K 0.41% 36
2024
Q4 		$2.8M Buy
12,754
+448
+4% +$91.7K 0.57% 28
2024
Q3 		$2.29M Sell
12,306
-6,730
-35% -$1.23M 0.48% 31
2024
Q2 		$3.68M Buy
19,036
+1,376
+8% +$253K 0.9% 25
2024
Q1 		$3.19M Buy
17,660
+838
+5% +$140K 0.83% 24
2023
Q4 		$2.56M Buy
16,822
+110
+0.7% +$15.4K 0.77% 26
2023
Q3 		$2.12M Buy
16,712
+5,860
+54% +$785K 0.77% 22
2023
Q2 		$1.41M Sell
10,852
-523
-5% -$59.7K 0.51% 38
2023
Q1 		$1.17M Buy
11,375
+2,233
+24% +$216K 0.44% 41
2022
Q4 		$768K Sell
9,142
-2,172
-19% -$215K 0.31% 60
2022
Q3 		$1.28M Sell
11,314
-706
-6% -$89.2K 0.56% 34
2022
Q2 		$1.28M Buy
12,020
+260
+2% +$32.5K 0.55% 34
2022
Q1 		$1.92M Buy
11,760
+3,380
+40% +$522K 1.18% 15
2021
Q4 		$1.4M Buy
8,380
+1,040
+14% +$178K 0.59% 31
2021
Q3 		$1.21M Hold
7,340
– – 0.57% 36
2021
Q2 		$1.26M Buy
7,340
+380
+5% +$63.2K 0.69% 29
2021
Q1 		$1.08M Buy
6,960
+620
+10% +$98.3K 0.88% 30
2020
Q4 		$1.03M Buy
6,340
+500
+9% +$79.8K 1.19% 24
2020
Q3 		$919K Buy
5,840
+80
+1% +$12.6K 1.35% 21
2020
Q2 		$795K Buy
5,760
+100
+2% +$12.1K 1.2% 24
2020
Q1 		$552K Buy
5,660
+80
+1% +$7.74K 0.87% 37
2019
Q4 		$516K Buy
+5,580
New +$494K 0.61% 53

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

PBMares Wealth Management's AMZN Position: Q3 2025 in Review

PBMares Wealth Management increased its Amazon (AMZN) stake by 0.13% in Q3 2025, buying an estimated $2.94K and bringing the position to 10,198 shares worth $2.24M. The position accounts for 0.36% of the portfolio, ranked #37.

PBMares Wealth Management first reported a position in AMZN in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.68M in Q2 2024. 5,567 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.

  • PBMares Wealth Management held 10,198 shares of Amazon worth $2.24M as of Q3 2025.
  • PBMares Wealth Management bought 13 Amazon shares in Q3 2025, an estimated $2.94K.
  • Amazon made up 0.36% of PBMares Wealth Management's portfolio in Q3 2025, its #37 holding.
  • PBMares Wealth Management first reported a position in Amazon in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's Amazon position peaked at $3.68M in Q2 2024.
  • 5,567 funds tracked by Wall St. Rank held Amazon as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.