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Agate Pass Investment Management’s Amazon AMZN Stock Holding History

Agate Pass Investment 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
Q2 		$7.06M Sell
29,602
-871
-3% -$219K 2.6% 10
2026
Q1 		$6.35M Buy
30,473
+68
+0.2% +$15K 2.48% 11
2025
Q4 		$7.02M Buy
30,405
+3,418
+13% +$782K 2.61% 10
2025
Q3 		$5.93M Buy
26,987
+3,334
+14% +$755K 2.25% 11
2025
Q2 		$5.19M Buy
23,653
+16,348
+224% +$3.24M 2.13% 12
2025
Q1 		$1.39M Buy
7,305
+2,127
+41% +$462K 0.59% 51
2024
Q4 		$1.14M Hold
5,178
– – 0.51% 53
2024
Q3 		$965K Sell
5,178
-559
-10% -$102K 0.48% 57
2024
Q2 		$1.11M Buy
5,737
+434
+8% +$79.7K 0.59% 51
2024
Q1 		$957K Buy
5,303
+364
+7% +$60.8K 0.51% 53
2023
Q4 		$750K Sell
4,939
-400
-7% -$56.1K 0.44% 56
2023
Q3 		$679K Sell
5,339
-540
-9% -$72.4K 0.46% 57
2023
Q2 		$766K Hold
5,879
– – 0.47% 55
2023
Q1 		$607K Sell
5,879
-56
-0.9% -$5.41K 0.4% 64
2022
Q4 		$499K Buy
5,935
+1,275
+27% +$126K 0.35% 67
2022
Q3 		$527K Sell
4,660
-400
-8% -$50.6K 0.4% 62
2022
Q2 		$537K Buy
5,060
+2,460
+95% +$308K 0.38% 62
2022
Q1 		$424K Hold
2,600
– – 0.26% 74
2021
Q4 		$433K Buy
+2,600
New +$445K 0.27% 75

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Agate Pass Investment Management's AMZN Position: Q2 2026 in Review

Agate Pass Investment Management reduced its Amazon (AMZN) stake by 2.9% in Q2 2026, selling an estimated $219K and leaving 29,602 shares worth $7.06M. The position accounts for 2.6% of the portfolio, ranked #10.

Agate Pass Investment Management first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Agate Pass Investment Management held 29,602 shares of Amazon worth $7.06M as of Q2 2026.
  • Agate Pass Investment Management sold 871 Amazon shares in Q2 2026, an estimated $219K.
  • Amazon made up 2.6% of Agate Pass Investment Management's portfolio in Q2 2026, its #10 holding.
  • Agate Pass Investment Management first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.