Alta Advisers’s Amazon AMZN Stock Holding History

Alta Advisers’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	$22.4M	Buy	93,977 +55,900	+147%	+$14M	5.08%	4
2026 Q1	$7.93M	Hold	38,077	–	–	2.87%	7
2025 Q4	$8.79M	Sell	38,077 -10,500	-22%	-$2.4M	3.18%	7
2025 Q3	$10.7M	Buy	48,577 +290	+0.6%	+$65.6K	3.26%	6
2025 Q2	$10.6M	Hold	48,287	–	–	3.77%	5
2025 Q1	$9.19M	Buy	48,287 +17,180	+55%	+$3.73M	3.91%	5
2024 Q4	$6.82M	Buy	31,107 +4,707	+18%	+$963K	4.31%	6
2024 Q3	$4.92M	Buy	26,400 +800	+3%	+$146K	2.25%	7
2024 Q2	$4.95M	Buy	25,600 +600	+2%	+$110K	2.38%	7
2024 Q1	$4.51M	Hold	25,000	–	–	2.24%	7
2023 Q4	$3.8M	Hold	25,000	–	–	2.03%	6
2023 Q3	$3.18M	Buy	25,000 +900	+4%	+$121K	1.84%	6
2023 Q2	$3.14M	Hold	24,100	–	–	1.77%	6
2023 Q1	$2.49M	Buy	24,100 +1,100	+5%	+$106K	1.49%	6
2022 Q4	$1.93M	Hold	23,000	–	–	1.16%	6
2022 Q3	$2.6M	Buy	+23,000	New	+$2.91M	1.64%	6

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

Alta Advisers's AMZN Position: Q2 2026 in Review

Alta Advisers increased its Amazon (AMZN) stake by 147% in Q2 2026, buying an estimated $14M and bringing the position to 93,977 shares worth $22.4M. The position accounts for 5.08% of the portfolio, ranked #4.

Alta Advisers first reported a position in AMZN in Q3 2022 and has held it in 16 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Alta Advisers held 93,977 shares of Amazon worth $22.4M as of Q2 2026.
Alta Advisers bought 55,900 Amazon shares in Q2 2026, an estimated $14M.
Amazon made up 5.08% of Alta Advisers's portfolio in Q2 2026, its #4 holding.
Alta Advisers first reported a position in Amazon in Q3 2022 and has held it in 16 quarters since.
6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.