Adams Diversified Equity Fund’s Amazon AMZN Stock Holding History

Adams Diversified Equity Fund’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 Q2	$126M	Sell	529,400 -4,800	-0.9%	-$1.2M	3.85%	5
2026 Q1	$111M	Sell	534,200 -15,300	-3%	-$3.37M	3.92%	5
2025 Q4	$127M	Buy	549,500 +26,800	+5%	+$6.13M	4.22%	5
2025 Q3	$115M	Hold	522,700	–	–	3.87%	5
2025 Q2	$115M	Sell	522,700 -48,300	-8%	-$9.56M	4.11%	4
2025 Q1	$109M	Sell	571,000 -5,800	-1%	-$1.26M	4.33%	4
2024 Q4	$127M	Sell	576,800 -28,000	-5%	-$5.73M	4.79%	4
2024 Q3	$113M	Sell	604,800 -79,800	-12%	-$14.6M	4.14%	4
2024 Q2	$132M	Hold	684,600	–	–	4.51%	4
2024 Q1	$123M	Hold	684,600	–	–	4.38%	4
2023 Q4	$104M	Buy	684,600 +128,200	+23%	+$18M	4.1%	3
2023 Q3	$70.7M	Buy	556,400 +18,300	+3%	+$2.45M	3.02%	5
2023 Q2	$70.1M	Hold	538,100	–	–	2.92%	5
2023 Q1	$55.6M	Hold	538,100	–	–	2.49%	4
2022 Q4	$45.2M	Sell	538,100 -11,800	-2%	-$1.17M	2.17%	6
2022 Q3	$62.1M	Hold	549,900	–	–	3.1%	4
2022 Q2	$58.4M	Sell	549,900 -84,100	-13%	-$10.5M	2.77%	4
2022 Q1	$103M	Hold	634,000	–	–	4.11%	4
2021 Q4	$106M	Hold	634,000	–	–	4.01%	4
2021 Q3	$104M	Hold	634,000	–	–	4.12%	4
2021 Q2	$109M	Hold	634,000	–	–	4.3%	3
2021 Q1	$98.1M	Sell	634,000 -38,000	-6%	-$6.02M	4.19%	3
2020 Q4	$109M	Sell	672,000 -6,000	-0.9%	-$957K	4.95%	3
2020 Q3	$107M	Sell	678,000 -14,000	-2%	-$2.21M	5.21%	3
2020 Q2	$95.5M	Sell	692,000 -60,000	-8%	-$7.25M	5.06%	3
2020 Q1	$73.3M	Buy	752,000 +20,000	+3%	+$1.94M	4.64%	3
2019 Q4	$67.6M	Sell	732,000 -94,000	-11%	-$8.32M	3.48%	3
2019 Q3	$71.7M	Hold	826,000	–	–	3.82%	2
2019 Q2	$78.2M	Hold	826,000	–	–	4.15%	2
2019 Q1	$73.5M	Sell	826,000 -30,000	-4%	-$2.5M	4.05%	2
2018 Q4	$64.3M	Hold	856,000	–	–	3.96%	2
2018 Q3	$85.7M	Hold	856,000	–	–	4.25%	2
2018 Q2	$72.8M	Hold	856,000	–	–	3.87%	2
2018 Q1	$61.9M	Sell	856,000 -26,000	-3%	-$1.86M	3.39%	3
2017 Q4	$51.6M	Hold	882,000	–	–	2.77%	3
2017 Q3	$42.4M	Hold	882,000	–	–	2.3%	5
2017 Q2	$42.7M	Hold	882,000	–	–	2.41%	5
2017 Q1	$39.1M	Hold	882,000	–	–	2.24%	7
2016 Q4	$33.1M	Sell	882,000 -118,000	-12%	-$4.62M	2.05%	8
2016 Q3	$35.8M	Hold	1,000,000	–	–	2.4%	7
2016 Q2	$35.8M	Hold	1,000,000	–	–	2.4%	7
2016 Q1	$29.7M	Hold	1,000,000	–	–	2.07%	13
2015 Q4	$33.8M	Hold	1,000,000	–	–	2.33%	7
2015 Q3	$25.6M	Hold	1,000,000	–	–	1.85%	18
2015 Q2	$21.7M	Hold	1,000,000	–	–	1.43%	22
2015 Q1	$18.6M	Hold	1,000,000	–	–	1.22%	33
2014 Q4	$15.5M	Hold	1,000,000	–	–	1.02%	42
2014 Q3	$16.1M	Hold	1,000,000	–	–	1.06%	38
2014 Q2	$16.2M	Buy	+1,000,000	New	+$15.8M	1.08%	35

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Adams Diversified Equity Fund's AMZN Position: Q2 2026 in Review

Adams Diversified Equity Fund reduced its Amazon (AMZN) stake by 0.9% in Q2 2026, selling an estimated $1.2M and leaving 529,400 shares worth $126M. The position accounts for 3.85% of the portfolio, ranked #5.

Adams Diversified Equity Fund first reported a position in AMZN in Q2 2014 and has held it in 49 quarters since. The position peaked at $132M in Q2 2024. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Adams Diversified Equity Fund held 529,400 shares of Amazon worth $126M as of Q2 2026.
Adams Diversified Equity Fund sold 4,800 Amazon shares in Q2 2026, an estimated $1.2M.
Amazon made up 3.85% of Adams Diversified Equity Fund's portfolio in Q2 2026, its #5 holding.
Adams Diversified Equity Fund first reported a position in Amazon in Q2 2014 and has held it in 49 quarters since.
Adams Diversified Equity Fund's Amazon position peaked at $132M in Q2 2024.
6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Adams Diversified Equity Fund's 13F filing for Q2 2026, filed 22 Jul 2026.