SFG Wealth Management
AMZN icon

SFG Wealth Management’s Amazon AMZN Stock Holding History

SFG 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 		$1.59M Buy
6,388
+183
+3% +$46.5K 0.57% 31
2026
Q2 		$1.48M Sell
6,205
-199
-3% -$50K 0.53% 31
2026
Q1 		$1.33M Sell
6,404
-2,427
-27% -$534K 0.55% 32
2025
Q4 		$2.04M Sell
8,831
-5
-0.1% -$1.14K 0.8% 27
2025
Q3 		$1.94M Sell
8,836
-443
-5% -$100K 0.84% 26
2025
Q2 		$2.04M Sell
9,279
-428
-4% -$84.7K 1.23% 19
2025
Q1 		$1.85M Sell
9,707
-2,047
-17% -$444K 0.9% 22
2024
Q4 		$2.58M Sell
11,754
-70
-0.6% -$14.3K 1.35% 16
2024
Q3 		$2.2M Sell
11,824
-139
-1% -$25.4K 1.17% 17
2024
Q2 		$2.31M Buy
11,963
+200
+2% +$36.7K 1.32% 16
2024
Q1 		$2.12M Buy
11,763
+99
+0.8% +$16.5K 1.26% 16
2023
Q4 		$1.77M Hold
11,664
– – 1.18% 16
2023
Q3 		$1.48M Sell
11,664
-225
-2% -$30.1K 1.18% 15
2023
Q2 		$1.55M Buy
11,889
+2,450
+26% +$280K 1.3% 15
2023
Q1 		$975K Buy
9,439
+600
+7% +$58K 1.08% 21
2022
Q4 		$742K Sell
8,839
-470
-5% -$46.4K 0.92% 26
2022
Q3 		$1.05M Sell
9,309
-131
-1% -$16.6K 1.42% 21
2022
Q2 		$1M Buy
9,440
+540
+6% +$67.6K 1.17% 27
2022
Q1 		$1.45M Sell
8,900
-220
-2% -$34K 1.36% 25
2021
Q4 		$1.52M Buy
+9,120
New +$1.56M 1.35% 27

Other funds holding AMZN

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

SFG Wealth Management increased its Amazon (AMZN) stake by 2.9% in Q3 2026, buying an estimated $46.5K and bringing the position to 6,388 shares worth $1.59M. The position accounts for 0.57% of the portfolio, ranked #31.

SFG Wealth Management first reported a position in AMZN in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.58M in Q4 2024. 4,609 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • SFG Wealth Management held 6,388 shares of Amazon worth $1.59M as of Q3 2026.
  • SFG Wealth Management bought 183 Amazon shares in Q3 2026, an estimated $46.5K.
  • Amazon made up 0.57% of SFG Wealth Management's portfolio in Q3 2026, its #31 holding.
  • SFG Wealth Management first reported a position in Amazon in Q4 2021 and has held it in 20 quarters since.
  • SFG Wealth Management's Amazon position peaked at $2.58M in Q4 2024.
  • 4,609 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on SFG Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.