Alpha Family Trust’s Amazon AMZN Stock Holding History

Alpha Family Trust’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	$10.9M	Hold	45,875	–	–	4.4%	5
2026 Q1	$9.55M	Hold	45,875	–	–	4.64%	5
2025 Q4	$10.6M	Hold	45,875	–	–	4.82%	5
2025 Q3	$10.1M	Hold	45,875	–	–	4.72%	5
2025 Q2	$10.1M	Hold	45,875	–	–	4.98%	4
2025 Q1	$8.73M	Hold	45,875	–	–	5.09%	4
2024 Q4	$10.1M	Hold	45,875	–	–	5.65%	5
2024 Q3	$8.55M	Hold	45,875	–	–	4.77%	6
2024 Q2	$8.87M	Hold	45,875	–	–	5.2%	6
2024 Q1	$8.27M	Hold	45,875	–	–	5%	5
2023 Q4	$6.97M	Sell	45,875 -1,870	-4%	-$262K	4.71%	6
2023 Q3	$6.07M	Hold	47,745	–	–	4.62%	6
2023 Q2	$6.22M	Hold	47,745	–	–	4.35%	7
2023 Q1	$4.93M	Hold	47,745	–	–	3.91%	6
2022 Q4	$4.01M	Sell	47,745 -119,250	-71%	-$11.8M	3.62%	8
2022 Q3	$18.9M	Buy	166,995 +1,080	+0.7%	+$137K	14.26%	1
2022 Q2	$17.6M	Sell	165,915 -85,785	-34%	-$10.7M	11.22%	1
2022 Q1	$41M	Hold	251,700	–	–	16.65%	1
2021 Q4	$42M	Hold	251,700	–	–	11.77%	2
2021 Q3	$41.3M	Buy	251,700 +24,700	+11%	+$4.26M	13.39%	1
2021 Q2	$39M	Buy	227,000 +20,000	+10%	+$3.32M	12.29%	2
2021 Q1	$32M	Buy	207,000 +42,100	+26%	+$6.67M	14.85%	1
2020 Q4	$26.9M	Buy	+164,900	New	+$26.3M	16.75%	2

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

Alpha Family Trust's AMZN Position: Q2 2026 in Review

Alpha Family Trust held its Amazon (AMZN) position steady in Q2 2026 at 45,875 shares worth $10.9M. The position accounts for 4.4% of the portfolio, ranked #5.

Alpha Family Trust first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. The position peaked at $42M in Q4 2021. 6,148 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Alpha Family Trust held 45,875 shares of Amazon worth $10.9M as of Q2 2026.
Alpha Family Trust left its Amazon share count unchanged in Q2 2026.
Amazon made up 4.4% of Alpha Family Trust's portfolio in Q2 2026, its #5 holding.
Alpha Family Trust first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
Alpha Family Trust's Amazon position peaked at $42M in Q4 2021.
6,148 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.