Spectrum Wealth Advisory Group
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Spectrum Wealth Advisory Group’s Amazon AMZN Stock Holding History

Spectrum Wealth Advisory 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 		$2.3M Buy
9,241
+190
+2% +$48.3K 0.65% 25
2026
Q2 		$2.16M Sell
9,051
-69
-0.8% -$17.3K 0.61% 24
2026
Q1 		$1.9M Buy
9,120
+530
+6% +$117K 0.71% 22
2025
Q4 		$1.98M Buy
8,590
+44
+0.5% +$10.1K 0.73% 20
2025
Q3 		$1.88M Buy
8,546
+67
+0.8% +$15.2K 0.77% 21
2025
Q2 		$1.86M Buy
8,479
+248
+3% +$49.1K 0.87% 18
2025
Q1 		$1.57M Hold
8,231
– – 0.75% 19
2024
Q4 		$1.81M Buy
8,231
+3,109
+61% +$636K 0.85% 17
2024
Q3 		$954K Sell
5,122
-275
-5% -$50.2K 0.54% 22
2024
Q2 		$1.04M Buy
5,397
+55
+1% +$10.1K 1.12% 13
2024
Q1 		$964K Buy
5,342
+398
+8% +$66.4K 1.11% 14
2023
Q4 		$751K Buy
4,944
+195
+4% +$27.3K 0.93% 14
2023
Q3 		$604K Hold
4,749
– – 0.84% 17
2023
Q2 		$619K Sell
4,749
-1,079
-19% -$123K 0.82% 17
2023
Q1 		$602K Buy
5,828
+150
+3% +$14.5K 0.81% 18
2022
Q4 		$477K Buy
5,678
+625
+12% +$61.7K 0.66% 19
2022
Q3 		$571K Sell
5,053
-657
-12% -$83K 0.72% 24
2022
Q2 		$606K Buy
5,710
+970
+20% +$121K 0.68% 24
2022
Q1 		$773K Sell
4,740
-80
-2% -$12.4K 0.75% 23
2021
Q4 		$804K Sell
4,820
-40
-0.8% -$6.85K 0.72% 25
2021
Q3 		$798K Buy
4,860
+200
+4% +$34.5K 0.79% 24
2021
Q2 		$802K Hold
4,660
– – 0.79% 25
2021
Q1 		$721K Sell
4,660
-120
-3% -$19K 0.69% 23
2020
Q4 		$778K Sell
4,780
-4,660
-49% -$744K 0.88% 21
2020
Q3 		$1.48M Buy
9,440
+4,520
+92% +$713K 0.95% 20
2020
Q2 		$679K Hold
4,920
– – 0.96% 22
2020
Q1 		$477K Buy
4,920
+460
+10% +$44.5K 1.03% 19
2019
Q4 		$412K Hold
4,460
– – 0.74% 20
2019
Q3 		$387K Sell
4,460
-1,720
-28% -$159K 0.77% 20
2019
Q2 		$586K Sell
6,180
-100
-2% -$9.32K 1.2% 20
2019
Q1 		$559K Buy
+6,280
New +$523K 0.87% 20

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Spectrum Wealth Advisory Group's AMZN Position: Q3 2026 in Review

Spectrum Wealth Advisory Group increased its Amazon (AMZN) stake by 2.1% in Q3 2026, buying an estimated $48.3K and bringing the position to 9,241 shares worth $2.3M. The position accounts for 0.65% of the portfolio, ranked #25.

Spectrum Wealth Advisory Group first reported a position in AMZN in Q1 2019 and has held it in 31 quarters since. 2,757 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Spectrum Wealth Advisory Group held 9,241 shares of Amazon worth $2.3M as of Q3 2026.
  • Spectrum Wealth Advisory Group bought 190 Amazon shares in Q3 2026, an estimated $48.3K.
  • Amazon made up 0.65% of Spectrum Wealth Advisory Group's portfolio in Q3 2026, its #25 holding.
  • Spectrum Wealth Advisory Group first reported a position in Amazon in Q1 2019 and has held it in 31 quarters since.
  • 2,757 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.