AssetMark Inc’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$381M Buy
1,831,400
+12,374
+0.7% +$2.72M 0.78% 27
2025
Q4
$420M Buy
1,819,026
+143,398
+9% +$32.8M 0.86% 23
2025
Q3
$368M Buy
1,675,628
+115,883
+7% +$26.2M 0.79% 26
2025
Q2
$342M Sell
1,559,745
-219,313
-12% -$43.4M 0.81% 27
2025
Q1
$338M Buy
1,779,058
+97,042
+6% +$21.1M 0.93% 24
2024
Q4
$369M Buy
1,682,016
+197,692
+13% +$40.4M 1% 22
2024
Q3
$277M Buy
1,484,324
+101,666
+7% +$18.5M 0.79% 28
2024
Q2
$267M Buy
1,382,658
+118,869
+9% +$21.8M 0.83% 26
2024
Q1
$228M Buy
1,263,789
+810,720
+179% +$135M 0.74% 31
2023
Q4
$68.8M Buy
453,069
+77,419
+21% +$10.9M 0.25% 79
2023
Q3
$47.8M Buy
375,650
+55,968
+18% +$7.5M 0.19% 122
2023
Q2
$41.7M Buy
319,682
+40,052
+14% +$4.57M 0.16% 128
2023
Q1
$28.9M Buy
279,630
+27,043
+11% +$2.61M 0.12% 159
2022
Q4
$21.2M Buy
252,587
+43,425
+21% +$4.29M 0.09% 172
2022
Q3
$23.6M Buy
209,162
+27,070
+15% +$3.42M 0.11% 151
2022
Q2
$19.3M Buy
182,092
+51,372
+39% +$6.43M 0.09% 174
2022
Q1
$21.3M Buy
130,720
+66,900
+105% +$10.3M 0.09% 181
2021
Q4
$10.6M Buy
63,820
+44,800
+236% +$7.67M 0.04% 218
2021
Q3
$3.12M Sell
19,020
-396,680
-95% -$68.4M 0.01% 303
2021
Q2
$71.5M Buy
415,700
+41,040
+11% +$6.82M 0.33% 83
2021
Q1
$58M Buy
374,660
+14,180
+4% +$2.25M 0.3% 93
2020
Q4
$58.7M Buy
360,480
+25,580
+8% +$4.08M 0.33% 86
2020
Q3
$52.7M Buy
334,900
+154,040
+85% +$24.3M 0.34% 90
2020
Q2
$23.9M Buy
180,860
+4,980
+3% +$601K 0.17% 127
2020
Q1
$17.1M Sell
175,880
-9,660
-5% -$935K 0.15% 129
2019
Q4
$17.1M Buy
185,540
+21,500
+13% +$1.9M 0.13% 155
2019
Q3
$14.2M Buy
164,040
+6,660
+4% +$618K 0.12% 156
2019
Q2
$14.9M Buy
157,380
+7,360
+5% +$686K 0.12% 146
2019
Q1
$13.4M Buy
150,020
+9,340
+7% +$777K 0.12% 154
2018
Q4
$10.6M Buy
140,680
+21,600
+18% +$1.8M 0.1% 159
2018
Q3
$11.9M Sell
119,080
-5,600
-4% -$527K 0.11% 153
2018
Q2
$10.6M Buy
124,680
+1,420
+1% +$113K 0.1% 160
2018
Q1
$8.92M Sell
123,260
-69,720
-36% -$4.99M 0.09% 167
2017
Q4
$11.3M Buy
192,980
+12,480
+7% +$687K 0.12% 152
2017
Q3
$8.68M Buy
180,500
+170,000
+1,619% +$8.35M 0.1% 166
2017
Q2
$508K Sell
10,500
-440
-4% -$21K 0.01% 341
2017
Q1
$485K Sell
10,940
-680
-6% -$28.3K 0.01% 336
2016
Q4
$436K Buy
11,620
+1,960
+20% +$76.8K 0.01% 334
2016
Q3
$404K Sell
9,660
-6,020
-38% -$230K 0.01% 328
2016
Q2
$561K Sell
15,680
-2,280
-13% -$77.1K 0.01% 308
2016
Q1
$533K Sell
17,960
-5,460
-23% -$155K 0.01% 318
2015
Q4
$791K Buy
23,420
+16,760
+252% +$528K 0.01% 313
2015
Q3
$170K Buy
6,660
+5,900
+776% +$149K ﹤0.01% 337
2015
Q2
$16K Buy
+760
New +$15.9K ﹤0.01% 478

Other funds holding AMZN

AssetMark Inc's AMZN Position: Q1 2026 in Review

AssetMark Inc increased its Amazon (AMZN) stake by 0.68% in Q1 2026, buying an estimated $2.72M and bringing the position to 1,831,400 shares worth $381M. The position accounts for 0.78% of the portfolio, ranked #27.

AssetMark Inc first reported a position in AMZN in Q2 2015 and has held it in 44 quarters since. The position peaked at $420M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • AssetMark Inc held 1,831,400 shares of Amazon worth $381M as of Q1 2026.
  • AssetMark Inc bought 12,374 Amazon shares in Q1 2026, an estimated $2.72M.
  • Amazon made up 0.78% of AssetMark Inc's portfolio in Q1 2026, its #27 holding.
  • AssetMark Inc first reported a position in Amazon in Q2 2015 and has held it in 44 quarters since.
  • AssetMark Inc's Amazon position peaked at $420M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.