SWP Financial
AMZN icon

SWP Financial’s Amazon AMZN Stock Holding History

SWP Financial’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 		$340K Buy
1,363
+231
+20% +$58.7K 0.16% 57
2026
Q2 		$270K Buy
+1,132
New +$284K 0.12% 68
2026
Q1 		– Sell
-1,032
Closed -$238K – 72
2025
Q4 		$238K Buy
1,032
+27
+3% +$6.18K 0.12% 66
2025
Q3 		$221K Sell
1,005
-30
-3% -$6.79K 0.11% 69
2025
Q2 		$227K Buy
+1,035
New +$205K 0.12% 68
2025
Q1 		– Sell
-1,162
Closed -$255K – 64
2024
Q4 		$255K Hold
1,162
– – 0.15% 60
2024
Q3 		$217K Hold
1,162
– – 0.13% 52
2024
Q2 		$225K Hold
1,162
– – 0.15% 48
2024
Q1 		$210K Buy
+1,162
New +$194K 0.15% 46

Other funds holding AMZN

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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

SWP Financial's AMZN Position: Q3 2026 in Review

SWP Financial increased its Amazon (AMZN) stake by 20% in Q3 2026, buying an estimated $58.7K and bringing the position to 1,363 shares worth $340K. The position accounts for 0.16% of the portfolio, ranked #57.

SWP Financial first reported a position in AMZN in Q1 2024 and has held it in 9 quarters since. 3,702 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • SWP Financial held 1,363 shares of Amazon worth $340K as of Q3 2026.
  • SWP Financial bought 231 Amazon shares in Q3 2026, an estimated $58.7K.
  • Amazon made up 0.16% of SWP Financial's portfolio in Q3 2026, its #57 holding.
  • SWP Financial first reported a position in Amazon in Q1 2024 and has held it in 9 quarters since.
  • 3,702 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on SWP Financial's 13F filing for Q3 2026, filed 23 Oct 2026.