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Avity Investment Management’s Amazon AMZN Stock Holding History

Avity 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 		$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

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

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. 1,080 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.
  • 1,080 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.