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Retirement Wealth Solutions’s Amazon AMZN Stock Holding History

Retirement Wealth Solutions’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 		$763K Buy
3,062
+513
+20% +$130K 0.4% 41
2026
Q2 		$608K Hold
2,549
– – 0.33% 46
2026
Q1 		$531K Buy
2,549
+606
+31% +$133K 0.33% 45
2025
Q4 		$448K Sell
1,943
-2
-0.1% -$458 0.28% 42
2025
Q3 		$427K Sell
1,945
-70
-3% -$15.8K 0.28% 41
2025
Q2 		$442K Sell
2,015
-56
-3% -$11.1K 0.32% 40
2025
Q1 		$394K Buy
2,071
+752
+57% +$163K 0.32% 39
2024
Q4 		$289K Buy
+1,319
New +$270K 0.24% 40

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
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 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

Retirement Wealth Solutions's AMZN Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Amazon (AMZN) stake by 20% in Q3 2026, buying an estimated $130K and bringing the position to 3,062 shares worth $763K. The position accounts for 0.4% of the portfolio, ranked #41.

Retirement Wealth Solutions first reported a position in AMZN in Q4 2024 and has held it in 8 quarters since. 685 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Retirement Wealth Solutions held 3,062 shares of Amazon worth $763K as of Q3 2026.
  • Retirement Wealth Solutions bought 513 Amazon shares in Q3 2026, an estimated $130K.
  • Amazon made up 0.4% of Retirement Wealth Solutions's portfolio in Q3 2026, its #41 holding.
  • Retirement Wealth Solutions first reported a position in Amazon in Q4 2024 and has held it in 8 quarters since.
  • 685 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.