Phillips Financial Management
AMZN icon

Phillips Financial Management’s Amazon AMZN Stock Holding History

Phillips Financial 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 		$2.6M Buy
10,433
+155
+2% +$39.4K 0.2% 65
2026
Q2 		$2.45M Buy
10,278
+75
+0.7% +$18.8K 0.18% 73
2026
Q1 		$2.12M Sell
10,203
-118
-1% -$26K 0.15% 75
2025
Q4 		$2.38M Buy
10,321
+811
+9% +$186K 0.15% 75
2025
Q3 		$2.09M Buy
9,510
+1,445
+18% +$327K 0.14% 81
2025
Q2 		$1.77M Buy
8,065
+858
+12% +$170K 0.13% 84
2025
Q1 		$1.37M Buy
7,207
+264
+4% +$57.3K 0.11% 93
2024
Q4 		$1.52M Buy
6,943
+371
+6% +$75.9K 0.12% 90
2024
Q3 		$1.22M Buy
6,572
+140
+2% +$25.5K 0.09% 101
2024
Q2 		$1.24M Buy
6,432
+66
+1% +$12.1K 0.1% 97
2024
Q1 		$1.15M Sell
6,366
-204
-3% -$34.1K 0.09% 101
2023
Q4 		$998K Buy
6,570
+513
+8% +$71.9K 0.09% 103
2023
Q3 		$770K Buy
6,057
+2,251
+59% +$302K 0.07% 107
2023
Q2 		$496K Buy
3,806
+166
+5% +$19K 0.05% 128
2023
Q1 		$376K Buy
3,640
+81
+2% +$7.83K 0.04% 133
2022
Q4 		$299K Buy
3,559
+591
+20% +$58.4K 0.03% 127
2022
Q3 		$335K Buy
+2,968
New +$375K 0.04% 122
2022
Q2 		– Sell
-2,580
Closed -$421K – 109
2022
Q1 		$421K Buy
+2,580
New +$399K 0.04% 110

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Phillips Financial Management's AMZN Position: Q3 2026 in Review

Phillips Financial Management increased its Amazon (AMZN) stake by 1.5% in Q3 2026, buying an estimated $39.4K and bringing the position to 10,433 shares worth $2.6M. The position accounts for 0.2% of the portfolio, ranked #65.

Phillips Financial Management first reported a position in AMZN in Q1 2022 and has held it in 18 quarters since. 2,101 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Phillips Financial Management held 10,433 shares of Amazon worth $2.6M as of Q3 2026.
  • Phillips Financial Management bought 155 Amazon shares in Q3 2026, an estimated $39.4K.
  • Amazon made up 0.2% of Phillips Financial Management's portfolio in Q3 2026, its #65 holding.
  • Phillips Financial Management first reported a position in Amazon in Q1 2022 and has held it in 18 quarters since.
  • 2,101 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.