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Aull & Monroe Investment Management’s Amazon AMZN Stock Holding History

Aull & Monroe 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 		$362K Buy
1,521
+201
+15% +$50.5K 0.15% 97
2026
Q1 		$275K Hold
1,320
– – 0.13% 104
2025
Q4 		$305K Sell
1,320
-195
-13% -$44.6K 0.15% 99
2025
Q3 		$333K Sell
1,515
-120
-7% -$27.2K 0.17% 97
2025
Q2 		$359K Sell
1,635
-63
-4% -$12.5K 0.19% 91
2025
Q1 		$323K Hold
1,698
– – 0.16% 101
2024
Q4 		$373K Hold
1,698
– – 0.19% 95
2024
Q3 		$316K Hold
1,698
– – 0.15% 103
2024
Q2 		$328K Buy
1,698
+120
+8% +$22K 0.16% 101
2024
Q1 		$285K Buy
1,578
+98
+7% +$16.4K 0.13% 108
2023
Q4 		$225K Buy
+1,480
New +$207K 0.11% 119
2022
Q2 		– Sell
-1,300
Closed -$212K – 132
2022
Q1 		$212K Hold
1,300
– – 0.1% 128
2021
Q4 		$217K Hold
1,300
– – 0.1% 128
2021
Q3 		$214K Hold
1,300
– – 0.11% 128
2021
Q2 		$224K Hold
1,300
– – 0.11% 128
2021
Q1 		$201K Hold
1,300
– – 0.1% 130
2020
Q4 		$212K Hold
1,300
– – 0.11% 122
2020
Q3 		$205K Buy
+1,300
New +$205K 0.12% 121

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aull & Monroe Investment Management's AMZN Position: Q2 2026 in Review

Aull & Monroe Investment Management increased its Amazon (AMZN) stake by 15% in Q2 2026, buying an estimated $50.5K and bringing the position to 1,521 shares worth $362K. The position accounts for 0.15% of the portfolio, ranked #97.

Aull & Monroe Investment Management first reported a position in AMZN in Q3 2020 and has held it in 18 quarters since. The position peaked at $373K in Q4 2024. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Aull & Monroe Investment Management held 1,521 shares of Amazon worth $362K as of Q2 2026.
  • Aull & Monroe Investment Management bought 201 Amazon shares in Q2 2026, an estimated $50.5K.
  • Amazon made up 0.15% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #97 holding.
  • Aull & Monroe Investment Management first reported a position in Amazon in Q3 2020 and has held it in 18 quarters since.
  • Aull & Monroe Investment Management's Amazon position peaked at $373K in Q4 2024.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.