Trinity Wealth Management
AMZN icon

Trinity Wealth Management’s Amazon AMZN Stock Holding History

Trinity Wealth 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 		$220K Sell
883
-181
-17% -$46K 0.07% 85
2026
Q2 		$254K Buy
+1,064
New +$267K 0.08% 66
2021
Q2 		– Sell
-1,780
Closed -$275K – 29
2021
Q1 		$275K Hold
1,780
– – 0.24% 24
2020
Q4 		$290K Buy
+1,780
New +$284K 0.26% 21
2020
Q2 		$223K Buy
+1,620
New +$196K 0.31% 21

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

Trinity Wealth Management's AMZN Position: Q3 2026 in Review

Trinity Wealth Management reduced its Amazon (AMZN) stake by 17% in Q3 2026, selling an estimated $46K and leaving 883 shares worth $220K. The position accounts for 0.07% of the portfolio, ranked #85.

Trinity Wealth Management first reported a position in AMZN in Q2 2020 and has held it in 5 quarters since. The position peaked at $290K in Q4 2020. 2,619 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Trinity Wealth Management held 883 shares of Amazon worth $220K as of Q3 2026.
  • Trinity Wealth Management sold 181 Amazon shares in Q3 2026, an estimated $46K.
  • Amazon made up 0.07% of Trinity Wealth Management's portfolio in Q3 2026, its #85 holding.
  • Trinity Wealth Management first reported a position in Amazon in Q2 2020 and has held it in 5 quarters since.
  • Trinity Wealth Management's Amazon position peaked at $290K in Q4 2020.
  • 2,619 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Trinity Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.