Sard Wealth Management Group’s Amazon AMZN Stock Holding History

Sard Wealth Management Group’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	$1.93M	Sell	7,760 -157	-2%	-$39.9K	0.77%	17
2026 Q2	$1.89M	Buy	7,917 +84	+1%	+$21.1K	0.9%	14
2026 Q1	$1.63M	Buy	7,833 +2,330	+42%	+$513K	0.89%	16
2025 Q4	$1.27M	Buy	5,503 +622	+13%	+$142K	0.7%	19
2025 Q3	$1.07M	Buy	4,881 +27	+0.6%	+$6.11K	0.61%	20
2025 Q2	$1.06M	Buy	4,854 +1,079	+29%	+$214K	0.66%	19
2025 Q1	$718K	Buy	3,775 +403	+12%	+$87.5K	0.48%	19
2024 Q4	$740K	Buy	3,372 +101	+3%	+$20.7K	0.5%	20
2024 Q3	$609K	Sell	3,271 -2	-0.1%	-$365	0.4%	24
2024 Q2	$633K	Buy	3,273 +75	+2%	+$13.8K	0.44%	21
2024 Q1	$577K	Buy	3,198 +51	+2%	+$8.51K	0.52%	22
2023 Q4	$478K	Buy	+3,147	New	+$441K	0.48%	24

Other funds holding AMZN

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Sard Wealth Management Group's AMZN Position: Q3 2026 in Review

Sard Wealth Management Group reduced its Amazon (AMZN) stake by 2% in Q3 2026, selling an estimated $39.9K and leaving 7,760 shares worth $1.93M. The position accounts for 0.77% of the portfolio, ranked #17.

Sard Wealth Management Group first reported a position in AMZN in Q4 2023 and has held it in 12 quarters since. 4,969 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

Sard Wealth Management Group held 7,760 shares of Amazon worth $1.93M as of Q3 2026.
Sard Wealth Management Group sold 157 Amazon shares in Q3 2026, an estimated $39.9K.
Amazon made up 0.77% of Sard Wealth Management Group's portfolio in Q3 2026, its #17 holding.
Sard Wealth Management Group first reported a position in Amazon in Q4 2023 and has held it in 12 quarters since.
4,969 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Sard Wealth Management Group's 13F filing for Q3 2026, filed 16 Oct 2026.