AMBIA
AMZN icon

Allen Mooney & Barnes Investment Advisors’s Amazon AMZN Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$16.8M Sell
70,428
-3,800
-5% -$954K 2.55% 12
2026
Q1 		$15.5M Buy
74,228
+1,686
+2% +$371K 2.22% 17
2025
Q4 		$16.7M Buy
72,542
+696
+1% +$159K 2.52% 11
2025
Q3 		$15.8M Sell
71,846
-172
-0.2% -$38.9K 2.46% 13
2025
Q2 		$15.8M Buy
72,018
+1,287
+2% +$255K 2.59% 11
2025
Q1 		$13.5M Sell
70,731
-28,049
-28% -$6.09M 2.19% 15
2024
Q4 		$21.7M Sell
98,780
-5,991
-6% -$1.23M 3.66% 4
2024
Q3 		$19.5M Buy
104,771
+3,093
+3% +$564K 3.32% 4
2024
Q2 		$19.6M Buy
101,678
+1,211
+1% +$222K 3.51% 4
2024
Q1 		$19M Sell
100,467
-37,363
-27% -$6.24M 3.65% 3
2023
Q4 		$20.9M Buy
137,830
+2,385
+2% +$334K 3.98% 3
2023
Q3 		$17.2M Buy
135,445
+3,462
+3% +$464K 3.67% 5
2023
Q2 		$17.2M Sell
131,983
-1,126
-0.8% -$129K 3.81% 3
2023
Q1 		$13.7M Buy
133,109
+41,495
+45% +$4.01M 3.29% 5
2022
Q4 		$7.7M Sell
91,614
-4,878
-5% -$482K 1.85% 24
2022
Q3 		$10.9M Buy
96,492
+33,430
+53% +$4.23M 2.91% 5
2022
Q2 		$6.7M Buy
63,062
+1,542
+3% +$193K 1.71% 24
2022
Q1 		$10M Buy
+61,520
New +$9.51M 2.22% 14

Other funds holding AMZN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's AMZN Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Amazon (AMZN) stake by 5.1% in Q2 2026, selling an estimated $954K and leaving 70,428 shares worth $16.8M. The position accounts for 2.55% of the portfolio, ranked #12.

Allen Mooney & Barnes Investment Advisors first reported a position in AMZN in Q1 2022 and has held it in 18 quarters since. The position peaked at $21.7M in Q4 2024. 3,731 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 70,428 shares of Amazon worth $16.8M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 3,800 Amazon shares in Q2 2026, an estimated $954K.
  • Amazon made up 2.55% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #12 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Amazon in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Amazon position peaked at $21.7M in Q4 2024.
  • 3,731 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.