Precedent Wealth Partners
AMZN icon

Precedent Wealth Partners’s Amazon AMZN Stock Holding History

Precedent Wealth Partners’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 		$2.48M Buy
9,957
+1,819
+22% +$462K 0.38% 78
2026
Q2 		$1.94M Buy
8,138
+2,051
+34% +$515K 0.32% 89
2026
Q1 		$1.27M Sell
6,087
-100
-2% -$22K 0.25% 102
2025
Q4 		$1.43M Sell
6,187
-184
-3% -$42.1K 0.3% 95
2025
Q3 		$1.4M Buy
6,371
+322
+5% +$72.9K 0.31% 94
2025
Q2 		$1.33M Buy
6,049
+399
+7% +$79K 0.33% 88
2025
Q1 		$1.07M Sell
5,650
-227
-4% -$49.3K 0.3% 95
2024
Q4 		$1.29M Sell
5,877
-115
-2% -$23.5K 0.42% 67
2024
Q3 		$1.12M Buy
5,992
+154
+3% +$28.1K 0.37% 73
2024
Q2 		$1.13M Buy
5,838
+185
+3% +$34K 0.45% 60
2024
Q1 		$1.02M Hold
5,653
– – 0.44% 61
2023
Q4 		$859K Buy
+5,653
New +$792K 0.44% 56

Other funds holding AMZN

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Precedent Wealth Partners's AMZN Position: Q3 2026 in Review

Precedent Wealth Partners increased its Amazon (AMZN) stake by 22% in Q3 2026, buying an estimated $462K and bringing the position to 9,957 shares worth $2.48M. The position accounts for 0.38% of the portfolio, ranked #78.

Precedent Wealth Partners first reported a position in AMZN in Q4 2023 and has held it in 12 quarters since. 4,669 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Precedent Wealth Partners held 9,957 shares of Amazon worth $2.48M as of Q3 2026.
  • Precedent Wealth Partners bought 1,819 Amazon shares in Q3 2026, an estimated $462K.
  • Amazon made up 0.38% of Precedent Wealth Partners's portfolio in Q3 2026, its #78 holding.
  • Precedent Wealth Partners first reported a position in Amazon in Q4 2023 and has held it in 12 quarters since.
  • 4,669 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.