Wiser Wealth Management’s Amazon AMZN Stock Holding History

Wiser Wealth 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	$1.6M	Buy	6,431 +445	+7%	+$113K	0.29%	26
2026 Q2	$1.43M	Buy	5,986 +407	+7%	+$102K	0.27%	28
2026 Q1	$1.16M	Buy	5,579 +570	+11%	+$125K	0.25%	28
2025 Q4	$1.16M	Buy	5,009 +220	+5%	+$50.3K	0.26%	28
2025 Q3	$1.05M	Buy	4,789 +719	+18%	+$163K	0.24%	29
2025 Q2	$893K	Buy	4,070 +181	+5%	+$35.8K	0.22%	26
2025 Q1	$740K	Buy	3,889 +165	+4%	+$35.8K	0.21%	27
2024 Q4	$817K	Buy	3,724 +624	+20%	+$128K	0.23%	26
2024 Q3	$578K	Buy	3,100 +230	+8%	+$42K	0.17%	27
2024 Q2	$555K	Buy	2,870 +1,541	+116%	+$283K	0.17%	26
2024 Q1	$240K	Buy	+1,329	New	+$222K	0.08%	28

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

Wiser Wealth Management's AMZN Position: Q3 2026 in Review

Wiser Wealth Management increased its Amazon (AMZN) stake by 7.4% in Q3 2026, buying an estimated $113K and bringing the position to 6,431 shares worth $1.6M. The position accounts for 0.29% of the portfolio, ranked #26.

Wiser Wealth Management first reported a position in AMZN in Q1 2024 and has held it in 11 quarters since. 2,005 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

Wiser Wealth Management held 6,431 shares of Amazon worth $1.6M as of Q3 2026.
Wiser Wealth Management bought 445 Amazon shares in Q3 2026, an estimated $113K.
Amazon made up 0.29% of Wiser Wealth Management's portfolio in Q3 2026, its #26 holding.
Wiser Wealth Management first reported a position in Amazon in Q1 2024 and has held it in 11 quarters since.
2,005 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Wiser Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.