PFG Private Wealth Management
AMZN icon

PFG Private Wealth Management’s Amazon AMZN Stock Holding History

PFG Private 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 		$704K Sell
2,826
-399
-12% -$101K 0.3% 27
2026
Q2 		$769K Buy
3,225
+1,044
+48% +$262K 0.33% 26
2026
Q1 		$454K Buy
2,181
+32
+1% +$7.05K 0.19% 34
2025
Q4 		$496K Sell
2,149
-5,509
-72% -$1.26M 0.22% 33
2025
Q3 		$1.68M Buy
7,658
+5,206
+212% +$1.18M 0.75% 39
2025
Q2 		$538K Buy
2,452
+25
+1% +$4.95K 0.28% 30
2025
Q1 		$462K Sell
2,427
-110
-4% -$23.9K 0.25% 30
2024
Q4 		$557K Hold
2,537
– – 0.32% 22
2024
Q3 		$473K Sell
2,537
-215
-8% -$39.2K 0.27% 29
2024
Q2 		$532K Buy
2,752
+32
+1% +$5.88K 0.32% 24
2024
Q1 		$491K Buy
2,720
+200
+8% +$33.4K 0.31% 26
2023
Q4 		$383K Sell
2,520
-100
-4% -$14K 0.26% 26
2023
Q3 		$333K Sell
2,620
-280
-10% -$37.5K 0.25% 24
2023
Q2 		$378K Sell
2,900
-100
-3% -$11.4K 0.22% 29
2023
Q1 		$310K Hold
3,000
– – 0.2% 29
2022
Q4 		$252K Hold
3,000
– – 0.16% 45
2022
Q3 		$339K Buy
3,000
+100
+3% +$12.6K 0.22% 30
2022
Q2 		$308K Sell
2,900
-240
-8% -$30K 0.17% 38
2022
Q1 		$512K Sell
3,140
-1,220
-28% -$189K 0.26% 32
2021
Q4 		$727K Sell
4,360
-220
-5% -$37.7K 0.38% 31
2021
Q3 		$752K Buy
4,580
+60
+1% +$10.4K 0.44% 28
2021
Q2 		$777K Buy
4,520
+60
+1% +$10K 0.5% 28
2021
Q1 		$690K Sell
4,460
-1,340
-23% -$212K 0.47% 29
2020
Q4 		$945K Buy
5,800
+80
+1% +$12.8K 0.72% 27
2020
Q3 		$901K Buy
5,720
+240
+4% +$37.8K 0.79% 25
2020
Q2 		$756K Buy
5,480
+300
+6% +$36.2K 0.71% 27
2020
Q1 		$505K Sell
5,180
-2,180
-30% -$211K 0.54% 27
2019
Q4 		$680K Buy
+7,360
New +$651K 0.61% 29

Other funds holding AMZN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

PFG Private Wealth Management's AMZN Position: Q3 2026 in Review

PFG Private Wealth Management reduced its Amazon (AMZN) stake by 12% in Q3 2026, selling an estimated $101K and leaving 2,826 shares worth $704K. The position accounts for 0.3% of the portfolio, ranked #27.

PFG Private Wealth Management first reported a position in AMZN in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.68M in Q3 2025. 3,702 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • PFG Private Wealth Management held 2,826 shares of Amazon worth $704K as of Q3 2026.
  • PFG Private Wealth Management sold 399 Amazon shares in Q3 2026, an estimated $101K.
  • Amazon made up 0.3% of PFG Private Wealth Management's portfolio in Q3 2026, its #27 holding.
  • PFG Private Wealth Management first reported a position in Amazon in Q4 2019 and has held it in 28 quarters since.
  • PFG Private Wealth Management's Amazon position peaked at $1.68M in Q3 2025.
  • 3,702 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on PFG Private Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.