Ullmann Wealth Partners Group
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Ullmann Wealth Partners Group’s Amazon AMZN Stock Holding History

Ullmann Wealth Partners Group’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 		$4.19M Buy
16,813
+901
+6% +$229K 0.38% 38
2026
Q2 		$3.79M Buy
15,912
+790
+5% +$198K 0.34% 38
2026
Q1 		$3.15M Buy
15,122
+1,879
+14% +$414K 0.33% 36
2025
Q4 		$3.23M Sell
13,243
-9
-0.1% -$2.06K 0.34% 36
2025
Q3 		$2.91M Buy
13,252
+365
+3% +$82.6K 0.32% 37
2025
Q2 		$2.83M Buy
12,887
+371
+3% +$73.4K 0.33% 36
2025
Q1 		$2.38M Buy
12,516
+542
+5% +$118K 0.32% 34
2024
Q4 		$2.63M Sell
11,974
-37
-0.3% -$7.57K 0.34% 33
2024
Q3 		$2.24M Sell
12,011
-135
-1% -$24.6K 0.29% 38
2024
Q2 		$2.35M Buy
12,146
+395
+3% +$72.6K 0.33% 34
2024
Q1 		$2.12M Buy
11,751
+1,305
+12% +$218K 0.32% 35
2023
Q4 		$1.59M Buy
10,446
+1,980
+23% +$278K 0.26% 37
2023
Q3 		$1.08M Buy
8,466
+1,860
+28% +$249K 0.2% 37
2023
Q2 		$861K Sell
6,606
-12
-0.2% -$1.37K 0.17% 43
2023
Q1 		$684K Buy
6,618
+218
+3% +$21.1K 0.16% 43
2022
Q4 		$538K Sell
6,400
-100
-2% -$9.9K 0.13% 48
2022
Q3 		$735K Hold
6,500
– – 0.2% 37
2022
Q2 		$690K Buy
6,500
+120
+2% +$15K 0.19% 43
2022
Q1 		$1.04M Buy
6,380
+20
+0.3% +$3.09K 0.27% 33
2021
Q4 		$1.06M Buy
6,360
+120
+2% +$20.5K 0.28% 34
2021
Q3 		$1.02M Buy
6,240
+740
+13% +$128K 0.4% 29
2021
Q2 		$945K Sell
5,500
-2,520
-31% -$419K 0.39% 32
2021
Q1 		$1.24M Buy
8,020
+6,040
+305% +$957K 0.55% 25
2020
Q4 		$322K Buy
1,980
+540
+38% +$86.2K 0.16% 55
2020
Q3 		$227K Buy
+1,440
New +$227K 0.13% 64
2017
Q3 		– Sell
-1,360
Closed -$65K – 54
2017
Q2 		$65K Buy
+1,360
New +$64.9K 0.05% 83

Other funds holding AMZN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Ullmann Wealth Partners Group's AMZN Position: Q3 2026 in Review

Ullmann Wealth Partners Group increased its Amazon (AMZN) stake by 5.7% in Q3 2026, buying an estimated $229K and bringing the position to 16,813 shares worth $4.19M. The position accounts for 0.38% of the portfolio, ranked #38.

Ullmann Wealth Partners Group first reported a position in AMZN in Q2 2017 and has held it in 26 quarters since. 5,350 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Ullmann Wealth Partners Group held 16,813 shares of Amazon worth $4.19M as of Q3 2026.
  • Ullmann Wealth Partners Group bought 901 Amazon shares in Q3 2026, an estimated $229K.
  • Amazon made up 0.38% of Ullmann Wealth Partners Group's portfolio in Q3 2026, its #38 holding.
  • Ullmann Wealth Partners Group first reported a position in Amazon in Q2 2017 and has held it in 26 quarters since.
  • 5,350 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2026, filed 2 Nov 2026.