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AMZN icon

Whitaker-Myers Wealth Managers’s Amazon AMZN Stock Holding History

Whitaker-Myers Wealth Managers’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 		$2.54M Sell
10,197
-702
-6% -$178K 0.41% 31
2026
Q2 		$2.6M Sell
10,899
-2,699
-20% -$677K 0.43% 34
2026
Q1 		$2.83M Buy
13,598
+3,013
+28% +$663K 0.56% 23
2025
Q4 		$2.44M Buy
10,585
+3,966
+60% +$907K 0.51% 27
2025
Q3 		$1.45M Buy
6,619
+52
+0.8% +$11.8K 0.32% 40
2025
Q2 		$1.44M Sell
6,567
-224
-3% -$44.3K 0.36% 29
2025
Q1 		$1.29M Sell
6,791
-296
-4% -$64.2K 0.36% 34
2024
Q4 		$1.55M Buy
7,087
+582
+9% +$119K 0.45% 28
2024
Q3 		$1.21M Sell
6,505
-159
-2% -$29K 0.4% 35
2024
Q2 		$1.29M Buy
6,664
+281
+4% +$51.6K 0.48% 33
2024
Q1 		$1.15M Buy
6,383
+1,012
+19% +$169K 0.49% 35
2023
Q4 		$816K Buy
5,371
+857
+19% +$120K 0.41% 40
2023
Q3 		$574K Buy
4,514
+988
+28% +$132K 0.36% 44
2023
Q2 		$460K Buy
3,526
+30
+0.9% +$3.43K 0.31% 47
2023
Q1 		$361K Buy
3,496
+1,091
+45% +$105K 0.28% 50
2022
Q4 		$202K Buy
+2,405
New +$238K 0.19% 66

Other funds holding AMZN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Whitaker-Myers Wealth Managers's AMZN Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its Amazon (AMZN) stake by 6.4% in Q3 2026, selling an estimated $178K and leaving 10,197 shares worth $2.54M. The position accounts for 0.41% of the portfolio, ranked #31.

Whitaker-Myers Wealth Managers first reported a position in AMZN in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.83M in Q1 2026. 701 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 10,197 shares of Amazon worth $2.54M as of Q3 2026.
  • Whitaker-Myers Wealth Managers sold 702 Amazon shares in Q3 2026, an estimated $178K.
  • Amazon made up 0.41% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #31 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Amazon in Q4 2022 and has held it in 16 quarters since.
  • Whitaker-Myers Wealth Managers's Amazon position peaked at $2.83M in Q1 2026.
  • 701 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.