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Burns Matteson Capital Management’s Amazon AMZN Stock Holding History

Burns Matteson Capital 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 		$2.25M Sell
9,457
-933
-9% -$234K 0.71% 20
2026
Q1 		$2.16M Sell
10,390
-8,440
-45% -$1.86M 0.79% 24
2025
Q4 		$4.35M Buy
18,830
+1,161
+7% +$266K 1.52% 15
2025
Q3 		$3.88M Sell
17,669
-798
-4% -$181K 1.53% 19
2025
Q2 		$4.05M Buy
18,467
+886
+5% +$175K 1.96% 13
2025
Q1 		$3.34M Sell
17,581
-959
-5% -$208K 1.8% 14
2024
Q4 		$4.07M Buy
18,540
+3,344
+22% +$684K 2.28% 11
2024
Q3 		$2.83M Buy
15,196
+1,693
+13% +$309K 1.59% 15
2024
Q2 		$2.61M Buy
13,503
+596
+5% +$109K 1.64% 16
2024
Q1 		$2.33M Buy
12,907
+859
+7% +$143K 1.51% 14
2023
Q4 		$1.83M Buy
12,048
+1,050
+10% +$147K 1.29% 18
2023
Q3 		$1.4M Sell
10,998
-7
-0.1% -$938 0.89% 25
2023
Q2 		$1.43M Buy
11,005
+1,162
+12% +$133K 0.88% 25
2023
Q1 		$1.02M Buy
9,843
+46
+0.5% +$4.44K 0.65% 26
2022
Q4 		$823K Sell
9,797
-1,196
-11% -$118K 0.55% 39
2022
Q3 		$1.24M Buy
10,993
+482
+5% +$60.9K 0.91% 22
2022
Q2 		$1.12M Sell
10,511
-589
-5% -$73.7K 0.78% 22
2022
Q1 		$1.81M Buy
11,100
+1,000
+10% +$155K 1.26% 16
2021
Q4 		$1.68M Buy
10,100
+480
+5% +$82.2K 1.14% 19
2021
Q3 		$1.58M Buy
9,620
+1,740
+22% +$300K 1.2% 22
2021
Q2 		$1.36M Buy
7,880
+3,500
+80% +$582K 1.07% 22
2021
Q1 		$678K Buy
4,380
+160
+4% +$25.4K 0.65% 28
2020
Q4 		$687K Buy
+4,220
New +$673K 0.76% 26

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

Burns Matteson Capital Management's AMZN Position: Q2 2026 in Review

Burns Matteson Capital Management reduced its Amazon (AMZN) stake by 9% in Q2 2026, selling an estimated $234K and leaving 9,457 shares worth $2.25M. The position accounts for 0.71% of the portfolio, ranked #20.

Burns Matteson Capital Management first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.35M in Q4 2025. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Burns Matteson Capital Management held 9,457 shares of Amazon worth $2.25M as of Q2 2026.
  • Burns Matteson Capital Management sold 933 Amazon shares in Q2 2026, an estimated $234K.
  • Amazon made up 0.71% of Burns Matteson Capital Management's portfolio in Q2 2026, its #20 holding.
  • Burns Matteson Capital Management first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • Burns Matteson Capital Management's Amazon position peaked at $4.35M in Q4 2025.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.