Avity Investment Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $62.3M | Sell |
261,453
-1,550
| -0.6% | -$389K | 3.97% | 6 |
|
|
2026
Q1 | $54.8M | Sell |
263,003
-1,989
| -0.8% | -$438K | 3.98% | 4 |
|
|
2025
Q4 | $61.2M | Sell |
264,992
-3,899
| -1% | -$892K | 4.29% | 3 |
|
|
2025
Q3 | $59M | Sell |
268,891
-10,799
| -4% | -$2.44M | 4.14% | 5 |
|
|
2025
Q2 | $61.4M | Sell |
279,690
-2,697
| -1% | -$534K | 4.56% | 5 |
|
|
2025
Q1 | $53.7M | Sell |
282,387
-6,466
| -2% | -$1.4M | 4.34% | 4 |
|
|
2024
Q4 | $63.4M | Sell |
288,853
-2,118
| -0.7% | -$433K | 4.97% | 2 |
|
|
2024
Q3 | $54.2M | Sell |
290,971
-1,372
| -0.5% | -$250K | 4.22% | 3 |
|
|
2024
Q2 | $56.5M | Sell |
292,343
-15,041
| -5% | -$2.76M | 4.56% | 3 |
|
|
2024
Q1 | $55.4M | Sell |
307,384
-4,741
| -2% | -$791K | 4.59% | 2 |
|
|
2023
Q4 | $47.4M | Buy |
312,125
+5,561
| +2% | +$780K | 4.25% | 3 |
|
|
2023
Q3 | $39M | Sell |
306,564
-16,129
| -5% | -$2.16M | 3.9% | 6 |
|
|
2023
Q2 | $42.1M | Sell |
322,693
-1,113
| -0.3% | -$127K | 3.9% | 3 |
|
|
2023
Q1 | $33.4M | Buy |
323,806
+9,809
| +3% | +$948K | 3.25% | 12 |
|
|
2022
Q4 | $26.4M | Buy |
313,997
+7,542
| +2% | +$745K | 2.7% | 19 |
|
|
2022
Q3 | $34.6M | Buy |
306,455
+11,096
| +4% | +$1.4M | 3.76% | 9 |
|
|
2022
Q2 | $31.4M | Buy |
295,359
+7,859
| +3% | +$983K | 3.22% | 13 |
|
|
2022
Q1 | $46.9M | Sell |
287,500
-5,880
| -2% | -$909K | 4.11% | 3 |
|
|
2021
Q4 | $48.9M | Buy |
293,380
+280
| +0.1% | +$47.9K | 3.81% | 4 |
|
|
2021
Q3 | $48.1M | Buy |
293,100
+1,020
| +0.3% | +$176K | 4.06% | 2 |
|
|
2021
Q2 | $50.2M | Sell |
292,080
-620
| -0.2% | -$103K | 4.24% | 2 |
|
|
2021
Q1 | $45.3M | Sell |
292,700
-6,580
| -2% | -$1.04M | 4.1% | 2 |
|
|
2020
Q4 | $48.7M | Sell |
299,280
-10,460
| -3% | -$1.67M | 4.65% | 2 |
|
|
2020
Q3 | $48.8M | Sell |
309,740
-33,840
| -10% | -$5.33M | 5.08% | 2 |
|
|
2020
Q2 | $47.4M | Sell |
343,580
-11,840
| -3% | -$1.43M | 5.32% | 2 |
|
|
2020
Q1 | $34.6M | Buy |
355,420
+20,660
| +6% | +$2M | 4.82% | 2 |
|
|
2019
Q4 | $30.9M | Buy |
334,760
+3,640
| +1% | +$322K | 3.42% | 11 |
|
|
2019
Q3 | $28.7M | Buy |
331,120
+7,220
| +2% | +$670K | 3.46% | 12 |
|
|
2019
Q2 | $30.7M | Buy |
323,900
+68,740
| +27% | +$6.4M | 3.65% | 9 |
|
|
2019
Q1 | $22.7M | Buy |
+255,160
| New | +$21.2M | 2.75% | 21 |
|
|
2018
Q4 | – | Sell |
-2,140
| Closed | -$214K | – | 73 |
|
|
2018
Q3 | $214K | Buy |
+2,140
| New | +$201K | 0.03% | 75 |
|
Other funds holding AMZN
Avity Investment Management's AMZN Position: Q2 2026 in Review
Avity Investment Management reduced its Amazon (AMZN) stake by 0.59% in Q2 2026, selling an estimated $389K and leaving 261,453 shares worth $62.3M. The position accounts for 3.97% of the portfolio, ranked #6.
Avity Investment Management first reported a position in AMZN in Q3 2018 and has held it in 31 quarters since. The position peaked at $63.4M in Q4 2024. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Avity Investment Management held 261,453 shares of Amazon worth $62.3M as of Q2 2026.
- Avity Investment Management sold 1,550 Amazon shares in Q2 2026, an estimated $389K.
- Amazon made up 3.97% of Avity Investment Management's portfolio in Q2 2026, its #6 holding.
- Avity Investment Management first reported a position in Amazon in Q3 2018 and has held it in 31 quarters since.
- Avity Investment Management's Amazon position peaked at $63.4M in Q4 2024.
- 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.