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AMZN icon

Bell Asset Management’s Amazon AMZN Stock Holding History

Bell Asset 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 		$16.4M Sell
78,668
-4,423
-5% -$974K 4.83% 5
2025
Q4 		$19.3M Buy
83,091
+1,225
+1% +$280K 5.15% 4
2025
Q3 		$18M Sell
81,866
-25,673
-24% -$5.81M 4.91% 5
2025
Q2 		$23.6M Sell
107,539
-29,423
-21% -$5.82M 5.2% 4
2025
Q1 		$26.1M Sell
136,962
-1,880
-1% -$408K 4.79% 4
2024
Q4 		$30.5M Buy
138,842
+18,955
+16% +$3.88M 5.55% 3
2024
Q3 		$22.3M Buy
119,887
+33,761
+39% +$6.16M 4.09% 3
2024
Q2 		$16.6M Buy
86,126
+38,716
+82% +$7.11M 2.33% 8
2024
Q1 		$8.55M Sell
47,410
-5,154
-10% -$860K 1.25% 40
2023
Q4 		$7.99M Sell
52,564
-5,713
-10% -$801K 1.22% 41
2023
Q3 		$7.41M Sell
58,277
-5,589
-9% -$749K 1.22% 45
2023
Q2 		$8.33M Sell
63,866
-75,894
-54% -$8.67M 1.42% 35
2023
Q1 		$14.4M Sell
139,760
-12,316
-8% -$1.19M 2.64% 7
2022
Q4 		$12.8M Buy
152,076
+11,077
+8% +$1.09M 2.39% 6
2022
Q3 		$15.9M Sell
140,999
-59,557
-30% -$7.53M 3.23% 3
2022
Q2 		$21.3M Buy
200,556
+13,496
+7% +$1.69M 4.2% 3
2022
Q1 		$30.5M Buy
187,060
+8,920
+5% +$1.38M 5.25% 2
2021
Q4 		$29.7M Buy
178,140
+1,360
+0.8% +$233K 4.79% 3
2021
Q3 		$29M Buy
176,780
+30,860
+21% +$5.32M 4.95% 2
2021
Q2 		$25.1M Buy
+145,920
New +$24.3M 4.91% 2

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bell Asset Management's AMZN Position: Q1 2026 in Review

Bell Asset Management reduced its Amazon (AMZN) stake by 5.3% in Q1 2026, selling an estimated $974K and leaving 78,668 shares worth $16.4M. The position accounts for 4.83% of the portfolio, ranked #5.

Bell Asset Management first reported a position in AMZN in Q2 2021 and has held it in 20 quarters since. The position peaked at $30.5M in Q1 2022. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Bell Asset Management held 78,668 shares of Amazon worth $16.4M as of Q1 2026.
  • Bell Asset Management sold 4,423 Amazon shares in Q1 2026, an estimated $974K.
  • Amazon made up 4.83% of Bell Asset Management's portfolio in Q1 2026, its #5 holding.
  • Bell Asset Management first reported a position in Amazon in Q2 2021 and has held it in 20 quarters since.
  • Bell Asset Management's Amazon position peaked at $30.5M in Q1 2022.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Bell Asset Management's 13F filing for Q1 2026, filed 29 Apr 2026.