Aspen Capital Management’s Amazon AMZN Stock Holding History

Aspen Capital 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	$1.38M	Buy	5,772 +87	+2%	+$21.8K	0.3%	35
2026 Q1	$1.18M	Buy	5,685 +120	+2%	+$26.4K	0.29%	33
2025 Q4	$1.28M	Sell	5,565 -40	-0.7%	-$9.15K	0.32%	31
2025 Q3	$1.23M	Sell	5,605 -19	-0.3%	-$4.3K	0.31%	31
2025 Q2	$1.23M	Hold	5,624	–	–	0.35%	31
2025 Q1	$1.07M	Buy	+5,624	New	+$1.22M	0.34%	30

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

Aspen Capital Management's AMZN Position: Q2 2026 in Review

Aspen Capital Management increased its Amazon (AMZN) stake by 1.5% in Q2 2026, buying an estimated $21.8K and bringing the position to 5,772 shares worth $1.38M. The position accounts for 0.3% of the portfolio, ranked #35.

Aspen Capital Management first reported a position in AMZN in Q1 2025 and has held it in 6 quarters since. 6,104 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Aspen Capital Management held 5,772 shares of Amazon worth $1.38M as of Q2 2026.
Aspen Capital Management bought 87 Amazon shares in Q2 2026, an estimated $21.8K.
Amazon made up 0.3% of Aspen Capital Management's portfolio in Q2 2026, its #35 holding.
Aspen Capital Management first reported a position in Amazon in Q1 2025 and has held it in 6 quarters since.
6,104 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Aspen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.