Williams & Novak’s Amazon AMZN Stock Holding History

Williams & Novak’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	$1.39M	Buy	5,560 +2	+0%	+$508	0.82%	34
2026 Q2	$1.32M	Buy	5,558 +879	+19%	+$221K	0.88%	35
2026 Q1	$985K	Sell	4,679 -1,156	-20%	-$255K	0.74%	36
2025 Q4	$1.35M	Buy	5,835 +600	+11%	+$137K	1.01%	27
2025 Q3	$1.15M	Sell	5,235 -493	-9%	-$112K	0.88%	31
2025 Q2	$1.26M	Buy	5,728 +1,919	+50%	+$380K	1.07%	26
2025 Q1	$732K	Buy	3,809 +714	+23%	+$155K	0.72%	39
2024 Q4	$679K	Buy	3,095 +85	+3%	+$17.4K	0.65%	39
2024 Q3	$561K	Sell	3,010 -402	-12%	-$73.3K	0.52%	52
2024 Q2	$659K	Buy	3,412 +762	+29%	+$140K	0.61%	40
2024 Q1	$403K	Hold	2,650	–	–	0.46%	54
2023 Q4	$403K	Buy	+2,650	New	+$371K	0.46%	54

Other funds holding AMZN

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Williams & Novak's AMZN Position: Q3 2026 in Review

Williams & Novak increased its Amazon (AMZN) stake by 0.04% in Q3 2026, buying an estimated $508 and bringing the position to 5,560 shares worth $1.39M. The position accounts for 0.82% of the portfolio, ranked #34.

Williams & Novak first reported a position in AMZN in Q4 2023 and has held it in 12 quarters since. 2,005 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

Williams & Novak held 5,560 shares of Amazon worth $1.39M as of Q3 2026.
Williams & Novak bought 2 Amazon shares in Q3 2026, an estimated $508.
Amazon made up 0.82% of Williams & Novak's portfolio in Q3 2026, its #34 holding.
Williams & Novak first reported a position in Amazon in Q4 2023 and has held it in 12 quarters since.
2,005 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.