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Aspen Investment Management’s Amazon AMZN Stock Holding History

Aspen 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 		$4.79M Buy
20,100
+902
+5% +$226K 1.29% 17
2026
Q1 		$4M Buy
19,198
+1,335
+7% +$294K 1.22% 18
2025
Q4 		$4.12M Buy
17,863
+3,290
+23% +$753K 1.24% 17
2025
Q3 		$3.2M Buy
14,573
+1,619
+12% +$366K 1.24% 19
2025
Q2 		$2.84M Sell
12,954
-3,273
-20% -$648K 1.2% 18
2025
Q1 		$3.09M Buy
16,227
+171
+1% +$37.1K 1.42% 16
2024
Q4 		$3.52M Buy
16,056
+25
+0.2% +$5.12K 1.64% 13
2024
Q3 		$2.99M Buy
16,031
+139
+0.9% +$25.4K 1.39% 15
2024
Q2 		$3.07M Sell
15,892
-235
-1% -$43.2K 1.53% 13
2024
Q1 		$2.91M Buy
16,127
+903
+6% +$151K 1.48% 13
2023
Q4 		$2.31M Buy
15,224
+1,142
+8% +$160K 1.29% 19
2023
Q3 		$1.79M Buy
14,082
+542
+4% +$72.6K 1.08% 23
2023
Q2 		$1.76M Buy
13,540
+3,891
+40% +$444K 1.05% 24
2023
Q1 		$997K Sell
9,649
-50
-0.5% -$4.83K 0.64% 49
2022
Q4 		$815K Sell
9,699
-2,162
-18% -$214K 0.53% 63
2022
Q3 		$1.34M Sell
11,861
-439
-4% -$55.5K 0.89% 34
2022
Q2 		$1.31M Sell
12,300
-5,560
-31% -$696K 0.82% 36
2022
Q1 		$2.91M Sell
17,860
-260
-1% -$40.2K 1.53% 17
2021
Q4 		$3.02M Buy
18,120
+100
+0.6% +$17.1K 1.49% 16
2021
Q3 		$2.96M Sell
18,020
-140
-0.8% -$24.1K 1.57% 16
2021
Q2 		$3.12M Sell
18,160
-1,660
-8% -$276K 1.63% 14
2021
Q1 		$3.07M Sell
19,820
-240
-1% -$38K 1.71% 14
2020
Q4 		$3.27M Buy
20,060
+100
+0.5% +$16K 1.93% 11
2020
Q3 		$3.14M Sell
19,960
-5,900
-23% -$930K 2.09% 11
2020
Q2 		$3.57M Sell
25,860
-33,200
-56% -$4.01M 2.56% 8
2020
Q1 		$5.76M Buy
59,060
+34,280
+138% +$3.32M 4.99% 3
2019
Q4 		$2.29M Buy
24,780
+440
+2% +$38.9K 1.43% 15
2019
Q3 		$2.11M Buy
24,340
+1,260
+5% +$117K 1.41% 15
2019
Q2 		$2.19M Buy
23,080
+2,640
+13% +$246K 1.44% 16
2019
Q1 		$1.82M Buy
20,440
+320
+2% +$26.6K 1.27% 18
2018
Q4 		$1.51M Buy
20,120
+7,160
+55% +$595K 1.21% 20
2018
Q3 		$1.3M Sell
12,960
-3,920
-23% -$369K 0.86% 31
2018
Q2 		$1.44M Sell
16,880
-160
-0.9% -$12.7K 0.99% 26
2018
Q1 		$1.23M Buy
17,040
+2,280
+15% +$163K 0.88% 31
2017
Q4 		$863K Sell
14,760
-320
-2% -$17.6K 0.61% 45
2017
Q3 		$725K Hold
15,080
– – 0.54% 54
2017
Q2 		$730K Buy
15,080
+220
+1% +$10.5K 0.55% 48
2017
Q1 		$659K Sell
14,860
-260
-2% -$10.8K 0.49% 54
2016
Q4 		$567K Sell
15,120
-1,340
-8% -$52.5K 0.43% 57
2016
Q3 		$689K Hold
16,460
– – 0.55% 45
2016
Q2 		$589K Hold
16,460
– – 0.48% 52
2016
Q1 		$489K Hold
16,460
– – 0.45% 57
2015
Q4 		$556K Sell
16,460
-3,240
-16% -$102K 0.55% 55
2015
Q3 		$504K Sell
19,700
-1,300
-6% -$32.9K 0.49% 60
2015
Q2 		$456K Hold
21,000
– – 0.38% 69
2015
Q1 		$391K Sell
21,000
-1,200
-5% -$21.1K 0.31% 75
2014
Q4 		$344K Hold
22,200
– – 0.29% 86
2014
Q3 		$358K Sell
22,200
-45,000
-67% -$748K 0.3% 83
2014
Q2 		$1.09M Buy
67,200
+22,500
+50% +$356K 0.67% 47
2014
Q1 		$752K Sell
44,700
-8,740
-16% -$162K 0.48% 68
2013
Q4 		$1.07M Sell
53,440
-1,560
-3% -$28.1K 0.71% 45
2013
Q3 		$860K Hold
55,000
– – 0.61% 54
2013
Q2 		$764K Buy
+55,000
New +$733K 0.52% 61

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Aspen Investment Management increased its Amazon (AMZN) stake by 4.7% in Q2 2026, buying an estimated $226K and bringing the position to 20,100 shares worth $4.79M. The position accounts for 1.29% of the portfolio, ranked #17.

Aspen Investment Management first reported a position in AMZN in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.76M in Q1 2020. 1,703 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Aspen Investment Management held 20,100 shares of Amazon worth $4.79M as of Q2 2026.
  • Aspen Investment Management bought 902 Amazon shares in Q2 2026, an estimated $226K.
  • Amazon made up 1.29% of Aspen Investment Management's portfolio in Q2 2026, its #17 holding.
  • Aspen Investment Management first reported a position in Amazon in Q2 2013 and has held it in 53 quarters since.
  • Aspen Investment Management's Amazon position peaked at $5.76M in Q1 2020.
  • 1,703 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.