Schwallier Wealth Management’s Amazon AMZN Stock Holding History

Schwallier 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	$358K	Sell	1,437 -246	-15%	-$62.5K	0.23%	50
2026 Q2	$401K	Sell	1,683 -51	-3%	-$12.8K	0.25%	47
2026 Q1	$361K	Sell	1,734 -10	-0.6%	-$2.2K	0.26%	46
2025 Q4	$417K	Buy	1,744 +50	+3%	+$11.4K	0.27%	35
2025 Q3	$372K	Buy	1,694 +35	+2%	+$7.92K	0.23%	34
2025 Q2	$364K	Sell	1,659 -62	-4%	-$12.3K	0.22%	34
2025 Q1	$327K	Buy	1,721 +510	+42%	+$111K	0.24%	38
2024 Q4	$266K	Buy	+1,211	New	+$248K	0.2%	32
2024 Q3	–	Sell	-1,044	Closed	-$202K	–	36
2024 Q2	$202K	Buy	+1,044	New	+$192K	0.16%	28
2024 Q1	–	Sell	-2,976	Closed	-$452K	–	30
2023 Q4	$452K	Buy	+2,976	New	+$417K	0.37%	25

Other funds holding AMZN

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

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

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

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

Schwallier Wealth Management reduced its Amazon (AMZN) stake by 15% in Q3 2026, selling an estimated $62.5K and leaving 1,437 shares worth $358K. The position accounts for 0.23% of the portfolio, ranked #50.

Schwallier Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. The position peaked at $452K in Q4 2023. 3,702 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

Schwallier Wealth Management held 1,437 shares of Amazon worth $358K as of Q3 2026.
Schwallier Wealth Management sold 246 Amazon shares in Q3 2026, an estimated $62.5K.
Amazon made up 0.23% of Schwallier Wealth Management's portfolio in Q3 2026, its #50 holding.
Schwallier Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
Schwallier Wealth Management's Amazon position peaked at $452K in Q4 2023.
3,702 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Schwallier Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.