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Yoder Wealth Management’s Amazon AMZN Stock Holding History

Yoder 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 		$2.89M Buy
11,597
+176
+2% +$44.7K 1.09% 26
2026
Q2 		$2.72M Buy
11,421
+626
+6% +$157K 1.06% 28
2026
Q1 		$2.25M Buy
10,795
+352
+3% +$77.5K 1.03% 30
2025
Q4 		$2.41M Sell
10,443
-61
-0.6% -$14K 1.1% 28
2025
Q3 		$2.31M Buy
10,504
+413
+4% +$93.5K 1.09% 28
2025
Q2 		$2.21M Sell
10,091
-1,350
-12% -$267K 1.15% 27
2025
Q1 		$2.18M Buy
11,441
+4,397
+62% +$954K 1.23% 27
2024
Q4 		$1.55M Buy
7,044
+638
+10% +$131K 0.85% 37
2024
Q3 		$1.19M Buy
6,406
+290
+5% +$52.9K 0.72% 38
2024
Q2 		$1.18M Sell
6,116
-127
-2% -$23.3K 0.77% 36
2024
Q1 		$1.13M Sell
6,243
-786
-11% -$131K 0.73% 37
2023
Q4 		$1.07M Buy
7,029
+15
+0.2% +$2.1K 0.75% 34
2023
Q3 		$892K Buy
7,014
+423
+6% +$56.7K 0.74% 32
2023
Q2 		$859K Sell
6,591
-1,860
-22% -$212K 0.68% 36
2023
Q1 		$873K Buy
+8,451
New +$816K 0.73% 34

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

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

Yoder Wealth Management increased its Amazon (AMZN) stake by 1.5% in Q3 2026, buying an estimated $44.7K and bringing the position to 11,597 shares worth $2.89M. The position accounts for 1.09% of the portfolio, ranked #26.

Yoder Wealth Management first reported a position in AMZN in Q1 2023 and has held it in 15 quarters since. 1,272 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Yoder Wealth Management held 11,597 shares of Amazon worth $2.89M as of Q3 2026.
  • Yoder Wealth Management bought 176 Amazon shares in Q3 2026, an estimated $44.7K.
  • Amazon made up 1.09% of Yoder Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Yoder Wealth Management first reported a position in Amazon in Q1 2023 and has held it in 15 quarters since.
  • 1,272 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

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