RF&L Wealth Management’s Amazon AMZN Stock Holding History

RF&L 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	$458K	Buy	1,840 +3	+0.2%	+$762	0.31%	39
2026 Q2	$438K	Hold	1,837	–	–	0.3%	38
2026 Q1	$383K	Sell	1,837 -23,922	-93%	-$5.27M	0.29%	42
2025 Q4	$5.95M	Buy	25,759 +31	+0.1%	+$7.09K	3.33%	9
2025 Q3	$5.65M	Buy	25,728 +116	+0.5%	+$26.3K	3.32%	9
2025 Q2	$5.62M	Hold	25,612	–	–	3.62%	8
2025 Q1	$4.87M	Sell	25,612 -10	-0%	-$2.17K	3.48%	8
2024 Q4	$5.62M	Hold	25,622	–	–	3.98%	8
2024 Q3	$4.77M	Hold	25,622	–	–	3.38%	8
2024 Q2	$4.95M	Hold	25,622	–	–	3.77%	8
2024 Q1	$4.62M	Hold	25,622	–	–	3.56%	8
2023 Q4	$3.89M	Hold	25,622	–	–	3.24%	9
2023 Q3	$3.26M	Sell	25,622 -200	-0.8%	-$26.8K	3.02%	12
2023 Q2	$3.37M	Sell	25,822 -25	-0.1%	-$2.86K	3.07%	11
2023 Q1	$2.67M	Buy	25,847 +900	+4%	+$87K	2.59%	14
2022 Q4	$2.1M	Buy	+24,947	New	+$2.46M	2.16%	14

Other funds holding AMZN

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RF&L Wealth Management's AMZN Position: Q3 2026 in Review

RF&L Wealth Management increased its Amazon (AMZN) stake by 0.16% in Q3 2026, buying an estimated $762 and bringing the position to 1,840 shares worth $458K. The position accounts for 0.31% of the portfolio, ranked #39.

RF&L Wealth Management first reported a position in AMZN in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.95M in Q4 2025. 1,753 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

RF&L Wealth Management held 1,840 shares of Amazon worth $458K as of Q3 2026.
RF&L Wealth Management bought 3 Amazon shares in Q3 2026, an estimated $762.
Amazon made up 0.31% of RF&L Wealth Management's portfolio in Q3 2026, its #39 holding.
RF&L Wealth Management first reported a position in Amazon in Q4 2022 and has held it in 16 quarters since.
RF&L Wealth Management's Amazon position peaked at $5.95M in Q4 2025.
1,753 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on RF&L Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.