XML Financial’s Amazon AMZN Stock Holding History

XML Financial’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	–	Sell	-200	Closed	-$43.9K	–	394
2025 Q2	$43.9K	Buy	+200	New	+$39.6K	﹤0.01%	384

Other funds holding AMZN

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

XML Financial's AMZN Position: Q3 2026 in Review

XML Financial reduced its Amazon (AMZN) stake by 0.99% in Q3 2026, selling an estimated $132K and leaving 52,086 shares worth $13M. The position accounts for 0.93% of the portfolio, ranked #28.

XML Financial first reported a position in AMZN in Q4 2019 and has held it in 28 quarters since. 4,228 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

XML Financial held 52,086 shares of Amazon worth $13M as of Q3 2026.
XML Financial sold 519 Amazon shares in Q3 2026, an estimated $132K.
Amazon made up 0.93% of XML Financial's portfolio in Q3 2026, its #28 holding.
XML Financial first reported a position in Amazon in Q4 2019 and has held it in 28 quarters since.
4,228 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on XML Financial's 13F filing for Q3 2026, filed 29 Oct 2026.