WealthTrust Asset Management
AMZN icon

WealthTrust Asset Management’s Amazon AMZN Stock Holding History

WealthTrust Asset Management’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 		$2.79M Sell
11,200
-195
-2% -$49.5K 1.54% 15
2026
Q2 		$2.72M Sell
11,395
-527
-4% -$132K 1.47% 14
2026
Q1 		$2.48M Buy
11,922
+2,685
+29% +$591K 1.48% 15
2025
Q4 		$2.13M Sell
9,237
-129
-1% -$29.5K 1.49% 15
2025
Q3 		$2.06M Sell
9,366
-512
-5% -$116K 1.43% 15
2025
Q2 		$2.17M Sell
9,878
-2,112
-18% -$418K 1.62% 13
2025
Q1 		$2.28M Sell
11,990
-1,067
-8% -$232K 1.69% 13
2024
Q4 		$2.86M Sell
13,057
-402
-3% -$82.2K 2.06% 12
2024
Q3 		$2.51M Sell
13,459
-4,726
-26% -$862K 1.87% 13
2024
Q2 		$3.51M Hold
18,185
– – 2.57% 9
2024
Q1 		$3.28M Buy
18,185
+6,044
+50% +$1.01M 2.5% 11
2023
Q4 		$1.84M Sell
12,141
-661
-5% -$92.7K 1.55% 16
2023
Q3 		$1.63M Buy
12,802
+2,426
+23% +$325K 1.52% 19
2023
Q2 		$1.35M Sell
10,376
-194
-2% -$22.2K 1.23% 20
2023
Q1 		$1.09M Buy
10,570
+4
+0% +$386 1.04% 25
2022
Q4 		$888K Sell
10,566
-6,549
-38% -$647K 0.86% 32
2022
Q3 		$1.93M Buy
17,115
+8,080
+89% +$1.02M 2.04% 16
2022
Q2 		$960K Buy
+9,035
New +$1.13M 0.91% 34
2021
Q3 		– Sell
-1,200
Closed -$206K – 71
2021
Q2 		$206K Buy
+1,200
New +$199K 0.18% 71

Other funds holding AMZN

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
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

WealthTrust Asset Management's AMZN Position: Q3 2026 in Review

WealthTrust Asset Management reduced its Amazon (AMZN) stake by 1.7% in Q3 2026, selling an estimated $49.5K and leaving 11,200 shares worth $2.79M. The position accounts for 1.54% of the portfolio, ranked #15.

WealthTrust Asset Management first reported a position in AMZN in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.51M in Q2 2024. 4,002 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • WealthTrust Asset Management held 11,200 shares of Amazon worth $2.79M as of Q3 2026.
  • WealthTrust Asset Management sold 195 Amazon shares in Q3 2026, an estimated $49.5K.
  • Amazon made up 1.54% of WealthTrust Asset Management's portfolio in Q3 2026, its #15 holding.
  • WealthTrust Asset Management first reported a position in Amazon in Q2 2021 and has held it in 19 quarters since.
  • WealthTrust Asset Management's Amazon position peaked at $3.51M in Q2 2024.
  • 4,002 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on WealthTrust Asset Management's 13F filing for Q3 2026, filed 22 Oct 2026.