PTM Wealth Management’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.03M Sell
4,013
-50
-1% -$12.7K 0.44% 16
2026
Q2
$943K Buy
4,063
+50
+1% +$12.6K 0.42% 17
2026
Q1
$854K Buy
4,013
+900
+29% +$198K 0.45% 17
2025
Q4
$726K Buy
3,113
+100
+3% +$22.9K 0.41% 21
2025
Q3
$666K Sell
3,013
-883
-23% -$200K 0.4% 23
2025
Q2
$870K Buy
3,896
+1,324
+51% +$262K 0.58% 17
2025
Q1
$439K Buy
+2,572
New +$558K 0.46% 25

Other funds holding AMZN

PTM Wealth Management's AMZN Position: Q3 2026 in Review

PTM Wealth Management reduced its Amazon (AMZN) stake by 1.2% in Q3 2026, selling an estimated $12.7K and leaving 4,013 shares worth $1.03M. The position accounts for 0.44% of the portfolio, ranked #16.

PTM Wealth Management first reported a position in AMZN in Q1 2025 and has held it in 7 quarters since. 2,757 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • PTM Wealth Management held 4,013 shares of Amazon worth $1.03M as of Q3 2026.
  • PTM Wealth Management sold 50 Amazon shares in Q3 2026, an estimated $12.7K.
  • Amazon made up 0.44% of PTM Wealth Management's portfolio in Q3 2026, its #16 holding.
  • PTM Wealth Management first reported a position in Amazon in Q1 2025 and has held it in 7 quarters since.
  • 2,757 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on PTM Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.