Summit Financial Consulting
AMZN icon

Summit Financial Consulting’s Amazon AMZN Stock Holding History

Summit Financial Consulting’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 		$529K Sell
2,123
-86
-4% -$21.9K 0.39% 27
2026
Q2 		$527K Sell
2,209
-10
-0.5% -$2.51K 0.36% 27
2026
Q1 		$462K Buy
2,219
+136
+7% +$29.9K 0.33% 28
2025
Q4 		$481K Buy
2,083
+1,039
+100% +$238K 0.35% 26
2025
Q3 		$229K Buy
1,044
+41
+4% +$9.28K 0.18% 39
2025
Q2 		$220K Buy
+1,003
New +$198K 0.2% 38

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Summit Financial Consulting's AMZN Position: Q3 2026 in Review

Summit Financial Consulting reduced its Amazon (AMZN) stake by 3.9% in Q3 2026, selling an estimated $21.9K and leaving 2,123 shares worth $529K. The position accounts for 0.39% of the portfolio, ranked #27.

Summit Financial Consulting first reported a position in AMZN in Q2 2025 and has held it in 6 quarters since. 1,835 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Summit Financial Consulting held 2,123 shares of Amazon worth $529K as of Q3 2026.
  • Summit Financial Consulting sold 86 Amazon shares in Q3 2026, an estimated $21.9K.
  • Amazon made up 0.39% of Summit Financial Consulting's portfolio in Q3 2026, its #27 holding.
  • Summit Financial Consulting first reported a position in Amazon in Q2 2025 and has held it in 6 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.