PCS
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Private Client Services’s Amazon AMZN Stock Holding History

Private Client Services’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 		$4.3M Buy
17,268
+3,132
+22% +$796K 1.16% 18
2026
Q2 		$3.37M Buy
14,136
+2,067
+17% +$519K 0.88% 23
2026
Q1 		$2.51M Buy
12,069
+319
+3% +$70.2K 0.75% 37
2025
Q4 		$2.71M Sell
11,750
-13
-0.1% -$2.97K 0.85% 31
2025
Q3 		$2.58M Sell
11,763
-911
-7% -$206K 0.86% 33
2025
Q2 		$2.78M Buy
12,674
+3,349
+36% +$663K 1.08% 25
2025
Q1 		$1.77M Buy
9,325
+139
+2% +$30.2K 0.88% 32
2024
Q4 		$2.02M Buy
9,186
+217
+2% +$44.4K 1.08% 26
2024
Q3 		$1.67M Sell
8,969
-5
-0.1% -$912 0.9% 36
2024
Q2 		$1.73M Buy
8,974
+89
+1% +$16.4K 1.09% 28
2024
Q1 		$1.6M Buy
8,885
+192
+2% +$32K 1.08% 29
2023
Q4 		$1.32M Buy
+8,693
New +$1.22M 1.08% 23

Other funds holding AMZN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Private Client Services's AMZN Position: Q3 2026 in Review

Private Client Services increased its Amazon (AMZN) stake by 22% in Q3 2026, buying an estimated $796K and bringing the position to 17,268 shares worth $4.3M. The position accounts for 1.16% of the portfolio, ranked #18.

Private Client Services first reported a position in AMZN in Q4 2023 and has held it in 12 quarters since. 461 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Private Client Services held 17,268 shares of Amazon worth $4.3M as of Q3 2026.
  • Private Client Services bought 3,132 Amazon shares in Q3 2026, an estimated $796K.
  • Amazon made up 1.16% of Private Client Services's portfolio in Q3 2026, its #18 holding.
  • Private Client Services first reported a position in Amazon in Q4 2023 and has held it in 12 quarters since.
  • 461 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.