Trellis Wealth Advisors
AMZN icon

Trellis Wealth Advisors’s Amazon AMZN Stock Holding History

Trellis Wealth Advisors’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 		$4.53M Sell
18,163
-2,572
-12% -$653K 1.51% 12
2026
Q2 		$4.94M Hold
20,735
– – 1.7% 12
2026
Q1 		$4.32M Buy
+20,735
New +$4.57M 1.64% 12
2024
Q1 		– Sell
-20,140
Closed -$3.06M – 28
2023
Q4 		$3.06M Hold
20,140
– – 1.66% 13
2023
Q3 		$2.56M Hold
20,140
– – 1.61% 13
2023
Q2 		$2.63M Buy
20,140
+2,850
+16% +$325K 1.75% 12
2023
Q1 		$1.79M Buy
17,290
+150
+0.9% +$14.5K 1.31% 12
2022
Q4 		$1.44M Buy
+17,140
New +$1.69M 1.24% 12

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
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
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Trellis Wealth Advisors's AMZN Position: Q3 2026 in Review

Trellis Wealth Advisors reduced its Amazon (AMZN) stake by 12% in Q3 2026, selling an estimated $653K and leaving 18,163 shares worth $4.53M. The position accounts for 1.51% of the portfolio, ranked #12.

Trellis Wealth Advisors first reported a position in AMZN in Q4 2022 and has held it in 8 quarters since. The position peaked at $4.94M in Q2 2026. 1,544 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Trellis Wealth Advisors held 18,163 shares of Amazon worth $4.53M as of Q3 2026.
  • Trellis Wealth Advisors sold 2,572 Amazon shares in Q3 2026, an estimated $653K.
  • Amazon made up 1.51% of Trellis Wealth Advisors's portfolio in Q3 2026, its #12 holding.
  • Trellis Wealth Advisors first reported a position in Amazon in Q4 2022 and has held it in 8 quarters since.
  • Trellis Wealth Advisors's Amazon position peaked at $4.94M in Q2 2026.
  • 1,544 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Trellis Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.