RBA Wealth Management
AMZN icon

RBA Wealth Management’s Amazon AMZN Stock Holding History

RBA Wealth Management’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 		$1.66M Buy
6,679
+5,204
+353% +$1.32M 0.53% 50
2026
Q2 		$352K Sell
1,475
-3,769
-72% -$946K 0.13% 68
2026
Q1 		$1.09M Sell
5,244
-12
-0.2% -$2.64K 0.39% 52
2025
Q4 		$1.21M Sell
5,256
-104
-2% -$23.8K 0.41% 53
2025
Q3 		$1.18M Sell
5,360
-17
-0.3% -$3.85K 0.41% 55
2025
Q2 		$1.18M Buy
5,377
+1
+0% +$198 0.44% 54
2025
Q1 		$1.02M Sell
5,376
-51
-0.9% -$11.1K 0.4% 54
2024
Q4 		$1.19M Sell
5,427
-1,085
-17% -$222K 0.45% 52
2024
Q3 		$1.21M Sell
6,512
-146
-2% -$26.6K 0.47% 49
2024
Q2 		$1.29M Sell
6,658
-69
-1% -$12.7K 0.52% 51
2024
Q1 		$1.21M Sell
6,727
-227
-3% -$37.9K 0.49% 49
2023
Q4 		$1.06M Buy
6,954
+969
+16% +$136K 0.46% 50
2023
Q3 		$761K Sell
5,985
-33,723
-85% -$4.52M 0.37% 55
2023
Q2 		$5.18M Buy
39,708
+386
+1% +$44.1K 2.41% 11
2023
Q1 		$4.06M Buy
39,322
+3,824
+11% +$369K 2.02% 22
2022
Q4 		$2.98M Buy
35,498
+2,157
+6% +$213K 1.56% 35
2022
Q3 		$3.77M Buy
33,341
+689
+2% +$87.1K 2.17% 15
2022
Q2 		$3.47M Buy
32,652
+6,932
+27% +$867K 1.92% 23
2022
Q1 		$4.19M Buy
25,720
+580
+2% +$89.6K 2.01% 16
2021
Q4 		$4.19M Hold
25,140
– – 1.98% 15
2021
Q3 		$4.13M Buy
25,140
+360
+1% +$62.1K 9.96% 4
2021
Q2 		$4.26M Buy
24,780
+260
+1% +$43.2K 9.05% 4
2021
Q1 		$3.79M Sell
24,520
-1,460
-6% -$231K 3.22% 9
2020
Q4 		$4.23M Buy
25,980
+180
+0.7% +$28.7K 2.55% 5
2020
Q3 		$4.06M Sell
25,800
-20
-0.1% -$3.15K 2.75% 4
2020
Q2 		$3.56M Buy
25,820
+2,220
+9% +$268K 2.59% 6
2020
Q1 		$2.3M Buy
23,600
+18,740
+386% +$1.81M 1.99% 15
2019
Q4 		$448K Hold
4,860
– – 0.31% 72
2019
Q3 		$422K Sell
4,860
-20
-0.4% -$1.86K 0.32% 63
2019
Q2 		$462K Hold
4,880
– – 0.36% 58
2019
Q1 		$451K Buy
+4,880
New +$406K 0.35% 57

Other funds holding AMZN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

RBA Wealth Management increased its Amazon (AMZN) stake by 353% in Q3 2026, buying an estimated $1.32M and bringing the position to 6,679 shares worth $1.66M. The position accounts for 0.53% of the portfolio, ranked #50.

RBA Wealth Management first reported a position in AMZN in Q1 2019 and has held it in 31 quarters since. The position peaked at $5.18M in Q2 2023. 3,322 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • RBA Wealth Management held 6,679 shares of Amazon worth $1.66M as of Q3 2026.
  • RBA Wealth Management bought 5,204 Amazon shares in Q3 2026, an estimated $1.32M.
  • Amazon made up 0.53% of RBA Wealth Management's portfolio in Q3 2026, its #50 holding.
  • RBA Wealth Management first reported a position in Amazon in Q1 2019 and has held it in 31 quarters since.
  • RBA Wealth Management's Amazon position peaked at $5.18M in Q2 2023.
  • 3,322 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on RBA Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.