Wealth Enhancement Trust Services
AMZN icon

Wealth Enhancement Trust Services’s Amazon AMZN Stock Holding History

Wealth Enhancement Trust Services’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 		$14.8M Buy
59,428
+20
+0% +$5.08K 1.58% 12
2026
Q2 		$14.2M Sell
59,408
-4,048
-6% -$1.02M 1.57% 12
2026
Q1 		$13.2M Buy
63,456
+3,979
+7% +$876K 1.6% 13
2025
Q4 		$13.7M Buy
+59,477
New +$13.6M 1.73% 12

Other funds holding AMZN

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Wealth Enhancement Trust Services's AMZN Position: Q3 2026 in Review

Wealth Enhancement Trust Services increased its Amazon (AMZN) stake by 0.03% in Q3 2026, buying an estimated $5.08K and bringing the position to 59,428 shares worth $14.8M. The position accounts for 1.58% of the portfolio, ranked #12.

Wealth Enhancement Trust Services first reported a position in AMZN in Q4 2025 and has held it in 4 quarters since. 4,774 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Wealth Enhancement Trust Services held 59,428 shares of Amazon worth $14.8M as of Q3 2026.
  • Wealth Enhancement Trust Services bought 20 Amazon shares in Q3 2026, an estimated $5.08K.
  • Amazon made up 1.58% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #12 holding.
  • Wealth Enhancement Trust Services first reported a position in Amazon in Q4 2025 and has held it in 4 quarters since.
  • 4,774 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.