Physician Wealth Advisors
AMZN icon

Physician Wealth Advisors’s Amazon AMZN Stock Holding History

Physician Wealth 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
2026
Q3 		$3.82M Buy
15,330
+726
+5% +$184K 0.44% 35
2026
Q2 		$3.48M Sell
14,604
-506
-3% -$127K 0.42% 38
2026
Q1 		$3.15M Buy
15,110
+293
+2% +$64.5K 0.44% 38
2025
Q4 		$3.42M Sell
14,817
-898
-6% -$205K 0.48% 38
2025
Q3 		$3.45M Buy
15,715
+1,617
+11% +$366K 0.49% 38
2025
Q2 		$3.09M Sell
14,098
-455
-3% -$90K 0.49% 39
2025
Q1 		$2.77M Sell
14,553
-94
-0.6% -$20.4K 0.48% 41
2024
Q4 		$3.21M Sell
14,647
-14
-0.1% -$2.86K 0.54% 36
2024
Q3 		$2.75M Buy
14,661
+28
+0.2% +$5.11K 0.5% 36
2024
Q2 		$2.82M Sell
14,633
-262
-2% -$48.1K 0.52% 36
2024
Q1 		$2.73M Buy
14,895
+631
+4% +$105K 0.57% 37
2023
Q4 		$2.21M Buy
14,264
+233
+2% +$32.7K 0.49% 33
2023
Q3 		$1.8M Buy
14,031
+586
+4% +$78.5K 0.46% 34
2023
Q2 		$1.75M Buy
13,445
+367
+3% +$41.9K 0.43% 34
2023
Q1 		$1.36M Sell
13,078
-1,042
-7% -$101K 0.36% 39
2022
Q4 		$1.36M Buy
14,120
+1,436
+11% +$142K 0.37% 39
2022
Q3 		$1.53M Buy
12,684
+780
+7% +$98.6K 0.47% 35
2022
Q2 		$1.61M Buy
11,904
+484
+4% +$60.6K 0.47% 37
2022
Q1 		$1.44M Sell
11,420
-20
-0.2% -$3.09K 0.38% 46
2021
Q4 		$1.86M Sell
11,440
-120
-1% -$20.5K 0.49% 40
2021
Q3 		$1.97M Sell
11,560
-20
-0.2% -$3.45K 0.54% 36
2021
Q2 		$2.11M Buy
11,580
+1,000
+9% +$166K 0.6% 35
2021
Q1 		$1.71M Buy
10,580
+60
+0.6% +$9.5K 0.56% 36
2020
Q4 		$1.75M Buy
10,520
+1,120
+12% +$179K 0.6% 34
2020
Q3 		$1.41M Buy
9,400
+500
+6% +$78.8K 0.57% 34
2020
Q2 		$1.4M Buy
8,900
+1,040
+13% +$126K 0.56% 33
2020
Q1 		$929K Buy
7,860
+600
+8% +$58.1K 0.46% 39
2019
Q4 		$687K Hold
7,260
– – 0.31% 45
2019
Q3 		$644K Buy
+7,260
New +$673K 0.31% 47

Other funds holding AMZN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Physician Wealth Advisors's AMZN Position: Q3 2026 in Review

Physician Wealth Advisors increased its Amazon (AMZN) stake by 5% in Q3 2026, buying an estimated $184K and bringing the position to 15,330 shares worth $3.82M. The position accounts for 0.44% of the portfolio, ranked #35.

Physician Wealth Advisors first reported a position in AMZN in Q3 2019 and has held it in 29 quarters since. 4,228 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Physician Wealth Advisors held 15,330 shares of Amazon worth $3.82M as of Q3 2026.
  • Physician Wealth Advisors bought 726 Amazon shares in Q3 2026, an estimated $184K.
  • Amazon made up 0.44% of Physician Wealth Advisors's portfolio in Q3 2026, its #35 holding.
  • Physician Wealth Advisors first reported a position in Amazon in Q3 2019 and has held it in 29 quarters since.
  • 4,228 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.