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Alphinity Investment Management’s Amazon AMZN Stock Holding History

Alphinity 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 		$151M Buy
635,168
+135,241
+27% +$33.9M 2.52% 21
2026
Q1 		$104M Sell
499,927
-165,600
-25% -$36.5M 1.83% 24
2025
Q4 		$154M Buy
665,527
+55,109
+9% +$12.6M 1.56% 25
2025
Q3 		$134M Buy
610,418
+131,508
+27% +$29.8M 1.31% 24
2025
Q2 		$105M Sell
478,910
-69,380
-13% -$13.7M 0.9% 21
2025
Q1 		$104M Sell
548,290
-380,973
-41% -$82.7M 0.71% 23
2024
Q4 		$204M Buy
929,263
+179,375
+24% +$36.7M 1.11% 25
2024
Q3 		$140M Sell
749,888
-113,917
-13% -$20.8M 0.83% 23
2024
Q2 		$167M Buy
863,805
+83,494
+11% +$15.3M 1.23% 22
2024
Q1 		$141M Buy
+780,311
New +$130M 1.25% 23
2022
Q2 		– Sell
-1,195,160
Closed -$195M – 29
2022
Q1 		$195M Buy
1,195,160
+270,500
+29% +$41.8M 4.53% 11
2021
Q4 		$154M Buy
924,660
+334,160
+57% +$57.2M 3.47% 15
2021
Q3 		$97M Sell
590,500
-102,840
-15% -$17.7M 3.61% 17
2021
Q2 		$119M Buy
693,340
+2,600
+0.4% +$432K 4.49% 10
2021
Q1 		$107M Buy
690,740
+331,280
+92% +$52.5M 4.99% 7
2020
Q4 		$58.5M Buy
359,460
+68,340
+23% +$10.9M 4.92% 6
2020
Q3 		$45.8M Buy
291,120
+233,840
+408% +$36.9M 4.46% 9
2020
Q2 		$7.9M Buy
+57,280
New +$6.92M 0.89% 20
2019
Q4 		– Sell
-344,460
Closed -$29.9M – 25
2019
Q3 		$29.9M Sell
344,460
-120
-0% -$11.1K 3.45% 16
2019
Q2 		$32.6M Buy
344,580
+4,800
+1% +$447K 4.05% 11
2019
Q1 		$30.3M Buy
339,780
+123,940
+57% +$10.3M 4.31% 12
2018
Q4 		$16.2M Sell
215,840
-46,840
-18% -$3.89M 3.62% 17
2018
Q3 		$26.3M Buy
+262,680
New +$24.7M 5.02% 4

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

Alphinity Investment Management's AMZN Position: Q2 2026 in Review

Alphinity Investment Management increased its Amazon (AMZN) stake by 27% in Q2 2026, buying an estimated $33.9M and bringing the position to 635,168 shares worth $151M. The position accounts for 2.52% of the portfolio, ranked #21.

Alphinity Investment Management first reported a position in AMZN in Q3 2018 and has held it in 23 quarters since. The position peaked at $204M in Q4 2024. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Alphinity Investment Management held 635,168 shares of Amazon worth $151M as of Q2 2026.
  • Alphinity Investment Management bought 135,241 Amazon shares in Q2 2026, an estimated $33.9M.
  • Amazon made up 2.52% of Alphinity Investment Management's portfolio in Q2 2026, its #21 holding.
  • Alphinity Investment Management first reported a position in Amazon in Q3 2018 and has held it in 23 quarters since.
  • Alphinity Investment Management's Amazon position peaked at $204M in Q4 2024.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Alphinity Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.