Waypoint Wealth Counsel
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Waypoint Wealth Counsel’s Amazon AMZN Stock Holding History

Waypoint Wealth Counsel’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 		$2.47M Buy
9,915
+986
+11% +$251K 1.44% 12
2026
Q2 		$2.13M Sell
8,929
-2,695
-23% -$676K 1.33% 13
2026
Q1 		$2.42M Sell
11,624
-4,628
-28% -$1.02M 1.25% 12
2025
Q4 		$3.75M Buy
16,252
+1,032
+7% +$236K 1.38% 14
2025
Q3 		$3.34M Buy
15,220
+293
+2% +$66.3K 1.32% 15
2025
Q2 		$3.27M Buy
14,927
+1,533
+11% +$303K 1.62% 14
2025
Q1 		$2.55M Buy
13,394
+777
+6% +$169K 1.6% 14
2024
Q4 		$2.77M Buy
12,617
+388
+3% +$79.4K 1.81% 15
2024
Q3 		$2.28M Buy
12,229
+1,316
+12% +$240K 1.53% 15
2024
Q2 		$2.11M Sell
10,913
-101
-0.9% -$18.6K 1.61% 15
2024
Q1 		$1.99M Buy
11,014
+975
+10% +$163K 1.53% 16
2023
Q4 		$1.53M Sell
10,039
-454
-4% -$63.6K 1.3% 17
2023
Q3 		$1.33M Buy
10,493
+958
+10% +$128K 1.26% 18
2023
Q2 		$1.24M Sell
9,535
-35,200
-79% -$4.02M 1.11% 22
2023
Q1 		$4.62M Sell
44,735
-1,424
-3% -$138K 3.58% 8
2022
Q4 		$3.88M Buy
+46,159
New +$4.56M 3.12% 9

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

Waypoint Wealth Counsel's AMZN Position: Q3 2026 in Review

Waypoint Wealth Counsel increased its Amazon (AMZN) stake by 11% in Q3 2026, buying an estimated $251K and bringing the position to 9,915 shares worth $2.47M. The position accounts for 1.44% of the portfolio, ranked #12.

Waypoint Wealth Counsel first reported a position in AMZN in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.62M in Q1 2023. 3,951 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Waypoint Wealth Counsel held 9,915 shares of Amazon worth $2.47M as of Q3 2026.
  • Waypoint Wealth Counsel bought 986 Amazon shares in Q3 2026, an estimated $251K.
  • Amazon made up 1.44% of Waypoint Wealth Counsel's portfolio in Q3 2026, its #12 holding.
  • Waypoint Wealth Counsel first reported a position in Amazon in Q4 2022 and has held it in 16 quarters since.
  • Waypoint Wealth Counsel's Amazon position peaked at $4.62M in Q1 2023.
  • 3,951 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2026, filed 22 Oct 2026.