Steele Capital Management
AMZN icon

Steele Capital Management’s Amazon AMZN Stock Holding History

Steele Capital 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 		$15.4M Sell
61,921
-547
-0.9% -$139K 0.57% 35
2026
Q2 		$14.9M Buy
62,468
+259
+0.4% +$65K 0.55% 36
2026
Q1 		$13M Sell
62,209
-2,520
-4% -$555K 0.54% 37
2025
Q4 		$14.9M Sell
64,729
-920
-1% -$210K 0.64% 34
2025
Q3 		$14.4M Sell
65,649
-184
-0.3% -$41.6K 0.64% 34
2025
Q2 		$14.4M Buy
65,833
+371
+0.6% +$73.4K 0.69% 31
2025
Q1 		$12.5M Sell
65,462
-273
-0.4% -$59.2K 0.65% 34
2024
Q4 		$14.4M Sell
65,735
-508
-0.8% -$104K 0.75% 30
2024
Q3 		$12.3M Sell
66,243
-1,650
-2% -$301K 0.65% 32
2024
Q2 		$13.1M Sell
67,893
-770
-1% -$141K 0.73% 29
2024
Q1 		$12.4M Buy
68,663
+835
+1% +$139K 0.71% 28
2023
Q4 		$10.3M Buy
+67,828
New +$9.5M 0.67% 30

Other funds holding AMZN

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
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
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
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Steele Capital Management's AMZN Position: Q3 2026 in Review

Steele Capital Management reduced its Amazon (AMZN) stake by 0.88% in Q3 2026, selling an estimated $139K and leaving 61,921 shares worth $15.4M. The position accounts for 0.57% of the portfolio, ranked #35.

Steele Capital Management first reported a position in AMZN in Q4 2023 and has held it in 12 quarters since. 4,228 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Steele Capital Management held 61,921 shares of Amazon worth $15.4M as of Q3 2026.
  • Steele Capital Management sold 547 Amazon shares in Q3 2026, an estimated $139K.
  • Amazon made up 0.57% of Steele Capital Management's portfolio in Q3 2026, its #35 holding.
  • Steele Capital Management first reported a position in Amazon in Q4 2023 and has held it in 12 quarters since.
  • 4,228 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Steele Capital Management's 13F filing for Q3 2026, filed 2 Nov 2026.