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Allied Investment Advisors’s Amazon AMZN Stock Holding History

Allied 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 		$768K Sell
3,223
-25
-0.8% -$6.28K 0.1% 65
2026
Q1 		$676K Buy
3,248
+107
+3% +$23.6K 0.1% 59
2025
Q4 		$725K Sell
3,141
-126
-4% -$28.8K 0.11% 58
2025
Q3 		$717K Buy
3,267
+740
+29% +$168K 0.11% 57
2025
Q2 		$554K Buy
2,527
+93
+4% +$18.4K 0.1% 56
2025
Q1 		$463K Buy
2,434
+31
+1% +$6.73K 0.09% 58
2024
Q4 		$527K Sell
2,403
-96
-4% -$19.6K 0.11% 53
2024
Q3 		$466K Sell
2,499
-438
-15% -$79.9K 0.09% 53
2024
Q2 		$568K Buy
2,937
+540
+23% +$99.2K 0.13% 44
2024
Q1 		$432K Buy
2,397
+340
+17% +$56.8K 0.1% 47
2023
Q4 		$313K Hold
2,057
– – 0.09% 53
2023
Q3 		$261K Sell
2,057
-1,218
-37% -$163K 0.08% 52
2023
Q2 		$427K Buy
+3,275
New +$374K 0.12% 45

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

Allied Investment Advisors's AMZN Position: Q2 2026 in Review

Allied Investment Advisors reduced its Amazon (AMZN) stake by 0.77% in Q2 2026, selling an estimated $6.28K and leaving 3,223 shares worth $768K. The position accounts for 0.1% of the portfolio, ranked #65.

Allied Investment Advisors first reported a position in AMZN in Q2 2023 and has held it in 13 quarters since. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Allied Investment Advisors held 3,223 shares of Amazon worth $768K as of Q2 2026.
  • Allied Investment Advisors sold 25 Amazon shares in Q2 2026, an estimated $6.28K.
  • Amazon made up 0.1% of Allied Investment Advisors's portfolio in Q2 2026, its #65 holding.
  • Allied Investment Advisors first reported a position in Amazon in Q2 2023 and has held it in 13 quarters since.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.