Sax Wealth Advisors
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Sax Wealth Advisors’s Amazon AMZN Stock Holding History

Sax Wealth Advisors’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 		$26.9M Buy
107,951
+64,645
+149% +$16.4M 0.77% 25
2026
Q2 		$9.02M Buy
43,306
+5,947
+16% +$1.49M 0.37% 50
2026
Q1 		$8.62M Sell
37,359
-1,804
-5% -$397K 0.42% 43
2025
Q4 		$9.04M Buy
39,163
+2,858
+8% +$654K 0.43% 41
2025
Q3 		$7.97M Buy
36,305
+2,595
+8% +$587K 0.43% 39
2025
Q2 		$7.4M Buy
33,710
+5,783
+21% +$1.14M 0.45% 38
2025
Q1 		$5.31M Buy
27,927
+810
+3% +$176K 0.38% 45
2024
Q4 		$5.95M Buy
+27,117
New +$5.55M 0.47% 34
2024
Q3 		– Sell
-24,062
Closed -$4.65M – 294
2024
Q2 		$4.65M Buy
+24,062
New +$4.42M 0.44% 34
2024
Q1 		– Sell
-18,033
Closed -$2.74M – 196
2023
Q4 		$2.74M Buy
18,033
+140
+0.8% +$19.6K 0.45% 41
2023
Q3 		$2.27M Buy
17,893
+2,727
+18% +$365K 0.45% 42
2023
Q2 		$1.98M Sell
15,166
-151
-1% -$17.2K 0.39% 46
2023
Q1 		$1.58M Buy
15,317
+4,340
+40% +$419K 0.34% 48
2022
Q4 		$922K Sell
10,977
-3,826
-26% -$378K 0.21% 62
2022
Q3 		$1.67M Sell
14,803
-200
-1% -$25.3K 0.43% 46
2022
Q2 		$1.59M Buy
15,003
+4,743
+46% +$594K 0.41% 46
2022
Q1 		$1.67M Buy
10,260
+720
+8% +$111K 0.4% 42
2021
Q4 		$1.59M Buy
9,540
+3,280
+52% +$561K 0.33% 52
2021
Q3 		$1.03M Buy
6,260
+460
+8% +$79.3K 0.24% 62
2021
Q2 		$998K Sell
5,800
-120
-2% -$19.9K 0.34% 57
2021
Q1 		$916K Buy
5,920
+500
+9% +$79.3K 0.34% 58
2020
Q4 		$883K Buy
+5,420
New +$865K 0.41% 54

Other funds holding AMZN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sax Wealth Advisors's AMZN Position: Q3 2026 in Review

Sax Wealth Advisors increased its Amazon (AMZN) stake by 149% in Q3 2026, buying an estimated $16.4M and bringing the position to 107,951 shares worth $26.9M. The position accounts for 0.77% of the portfolio, ranked #25.

Sax Wealth Advisors first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. 3,976 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Sax Wealth Advisors held 107,951 shares of Amazon worth $26.9M as of Q3 2026.
  • Sax Wealth Advisors bought 64,645 Amazon shares in Q3 2026, an estimated $16.4M.
  • Amazon made up 0.77% of Sax Wealth Advisors's portfolio in Q3 2026, its #25 holding.
  • Sax Wealth Advisors first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
  • 3,976 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.