AIM
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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
Q1 		– Sell
-2,000
Closed -$462K – 173
2025
Q4 		$462K Buy
+2,000
New +$458K 0.14% 132

Other funds holding AMZN

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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. 3,830 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.
  • 3,830 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.