QFPS
AMZN icon

Quantum Financial Planning Services’s Amazon AMZN Stock Holding History

Quantum Financial Planning 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 		$2.09M Buy
8,373
+1,216
+17% +$309K 0.57% 14
2026
Q2 		$1.71M Buy
7,157
+502
+8% +$126K 0.53% 15
2026
Q1 		$1.38M Sell
6,655
-387
-5% -$85.2K 0.5% 15
2025
Q4 		$1.63M Sell
7,042
-991
-12% -$227K 0.59% 14
2025
Q3 		$1.76M Buy
8,033
+2,911
+57% +$659K 0.71% 13
2025
Q2 		$1.12M Sell
5,122
-1,391
-21% -$275K 0.53% 12
2025
Q1 		$1.24M Buy
6,513
+1,367
+27% +$297K 0.68% 10
2024
Q4 		$1.13M Buy
+5,146
New +$1.05M 0.63% 9

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Quantum Financial Planning Services's AMZN Position: Q3 2026 in Review

Quantum Financial Planning Services increased its Amazon (AMZN) stake by 17% in Q3 2026, buying an estimated $309K and bringing the position to 8,373 shares worth $2.09M. The position accounts for 0.57% of the portfolio, ranked #14.

Quantum Financial Planning Services first reported a position in AMZN in Q4 2024 and has held it in 8 quarters since. 1,304 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Quantum Financial Planning Services held 8,373 shares of Amazon worth $2.09M as of Q3 2026.
  • Quantum Financial Planning Services bought 1,216 Amazon shares in Q3 2026, an estimated $309K.
  • Amazon made up 0.57% of Quantum Financial Planning Services's portfolio in Q3 2026, its #14 holding.
  • Quantum Financial Planning Services first reported a position in Amazon in Q4 2024 and has held it in 8 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Quantum Financial Planning Services's 13F filing for Q3 2026, filed 14 Oct 2026.