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Private Wealth Management Group’s Amazon AMZN Stock Holding History

Private Wealth Management Group’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 		$1.08M Buy
4,342
+56
+1% +$14.2K 0.24% 43
2026
Q2 		$1.02M Buy
4,286
+1,379
+47% +$346K 0.24% 45
2026
Q1 		$605K Buy
2,907
+131
+5% +$28.8K 0.16% 50
2025
Q4 		$641K Sell
2,776
-33
-1% -$7.55K 0.17% 48
2025
Q3 		$617K Buy
2,809
+29
+1% +$6.56K 0.17% 49
2025
Q2 		$610K Sell
2,780
-4
-0.1% -$792 0.2% 46
2025
Q1 		$530K Buy
2,784
+28
+1% +$6.08K 0.2% 46
2024
Q4 		$605K Buy
2,756
+100
+4% +$20.5K 0.23% 45
2024
Q3 		$495K Sell
2,656
-12
-0.4% -$2.19K 0.2% 47
2024
Q2 		$516K Buy
2,668
+173
+7% +$31.8K 0.22% 46
2024
Q1 		$450K Buy
2,495
+40
+2% +$6.68K 0.2% 44
2023
Q4 		$373K Buy
+2,455
New +$344K 0.18% 49

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

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

Private Wealth Management Group increased its Amazon (AMZN) stake by 1.3% in Q3 2026, buying an estimated $14.2K and bringing the position to 4,342 shares worth $1.08M. The position accounts for 0.24% of the portfolio, ranked #43.

Private Wealth Management Group first reported a position in AMZN in Q4 2023 and has held it in 12 quarters since. 2,005 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Private Wealth Management Group held 4,342 shares of Amazon worth $1.08M as of Q3 2026.
  • Private Wealth Management Group bought 56 Amazon shares in Q3 2026, an estimated $14.2K.
  • Amazon made up 0.24% of Private Wealth Management Group's portfolio in Q3 2026, its #43 holding.
  • Private Wealth Management Group first reported a position in Amazon in Q4 2023 and has held it in 12 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.