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TrueWealth Advisors’s Amazon AMZN Stock Holding History

TrueWealth 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 		$2.62M Buy
10,504
+367
+4% +$93.2K 0.59% 33
2026
Q2 		$2.42M Hold
10,137
– – 0.54% 29
2026
Q1 		$2.11M Buy
10,137
+540
+6% +$119K 0.53% 31
2025
Q4 		$2.22M Sell
9,597
-103
-1% -$23.6K 0.57% 35
2025
Q3 		$2.13M Buy
9,700
+996
+11% +$225K 0.58% 33
2025
Q2 		$1.91M Buy
8,704
+311
+4% +$61.5K 0.57% 37
2025
Q1 		$1.6M Buy
8,393
+77
+0.9% +$16.7K 0.52% 43
2024
Q4 		$1.82M Buy
8,316
+753
+10% +$154K 0.61% 36
2024
Q3 		$1.41M Buy
7,563
+502
+7% +$91.6K 0.47% 47
2024
Q2 		$1.36M Buy
7,061
+416
+6% +$76.4K 0.5% 42
2024
Q1 		$1.2M Buy
6,645
+802
+14% +$134K 0.46% 45
2023
Q4 		$888K Buy
5,843
+88
+2% +$12.3K 0.34% 56
2023
Q3 		$732K Buy
5,755
+289
+5% +$38.7K 0.31% 63
2023
Q2 		$713K Sell
5,466
-92
-2% -$10.5K 0.29% 66
2023
Q1 		$574K Buy
5,558
+40
+0.7% +$3.86K 0.24% 75
2022
Q4 		$464K Buy
5,518
+480
+10% +$47.4K 0.2% 87
2022
Q3 		$569K Buy
5,038
+255
+5% +$32.2K 0.27% 72
2022
Q2 		$508K Buy
4,783
+2,783
+139% +$348K 0.24% 85
2022
Q1 		$333K Hold
2,000
– – 0.15% 124
2021
Q4 		$333K Buy
+2,000
New +$342K 0.15% 124

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

TrueWealth Advisors's AMZN Position: Q3 2026 in Review

TrueWealth Advisors increased its Amazon (AMZN) stake by 3.6% in Q3 2026, buying an estimated $93.2K and bringing the position to 10,504 shares worth $2.62M. The position accounts for 0.59% of the portfolio, ranked #33.

TrueWealth Advisors first reported a position in AMZN in Q4 2021 and has held it in 20 quarters since. 3,779 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • TrueWealth Advisors held 10,504 shares of Amazon worth $2.62M as of Q3 2026.
  • TrueWealth Advisors bought 367 Amazon shares in Q3 2026, an estimated $93.2K.
  • Amazon made up 0.59% of TrueWealth Advisors's portfolio in Q3 2026, its #33 holding.
  • TrueWealth Advisors first reported a position in Amazon in Q4 2021 and has held it in 20 quarters since.
  • 3,779 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.