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Wealthstream Advisors’s Amazon AMZN Stock Holding History

Wealthstream 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
2025
Q3 		$3.4M Buy
15,489
+982
+7% +$222K 0.51% 22
2025
Q2 		$3.18M Buy
14,507
+1,139
+9% +$225K 0.53% 22
2025
Q1 		$2.54M Buy
13,368
+107
+0.8% +$23.2K 0.48% 22
2024
Q4 		$2.91M Buy
13,261
+787
+6% +$161K 0.54% 22
2024
Q3 		$2.32M Sell
12,474
-153
-1% -$27.9K 0.42% 24
2024
Q2 		$2.44M Buy
12,627
+414
+3% +$76.1K 0.89% 21
2024
Q1 		$2.2M Buy
12,213
+553
+5% +$92.3K 0.84% 20
2023
Q4 		$1.77M Buy
11,660
+1,633
+16% +$229K 0.73% 21
2023
Q3 		$1.27M Buy
10,027
+3,963
+65% +$531K 0.66% 21
2023
Q2 		$791K Buy
6,064
+2,167
+56% +$247K 0.41% 35
2023
Q1 		$403K Buy
3,897
+1,330
+52% +$128K 0.24% 50
2022
Q4 		$216K Sell
2,567
-1,451
-36% -$143K 0.14% 68
2022
Q3 		$454K Buy
4,018
+488
+14% +$61.7K 0.49% 36
2022
Q2 		$375K Sell
3,530
-630
-15% -$78.8K 0.38% 40
2022
Q1 		$678K Hold
4,160
– – 0.59% 27
2021
Q4 		$694K Buy
+4,160
New +$712K 0.59% 27

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wealthstream Advisors's AMZN Position: Q3 2025 in Review

Wealthstream Advisors increased its Amazon (AMZN) stake by 6.8% in Q3 2025, buying an estimated $222K and bringing the position to 15,489 shares worth $3.4M. The position accounts for 0.51% of the portfolio, ranked #22.

Wealthstream Advisors first reported a position in AMZN in Q4 2021 and has held it in 16 quarters since. 5,570 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.

  • Wealthstream Advisors held 15,489 shares of Amazon worth $3.4M as of Q3 2025.
  • Wealthstream Advisors bought 982 Amazon shares in Q3 2025, an estimated $222K.
  • Amazon made up 0.51% of Wealthstream Advisors's portfolio in Q3 2025, its #22 holding.
  • Wealthstream Advisors first reported a position in Amazon in Q4 2021 and has held it in 16 quarters since.
  • 5,570 funds tracked by Wall St. Rank held Amazon as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.