Caldwell Investment Management’s Amazon AMZN Stock Holding History

Caldwell 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	$2.21M	Hold	9,300	–	–	1.45%	9
2026 Q1	$1.87M	Hold	9,300	–	–	0.73%	22
2025 Q4	$2.16M	Hold	9,300	–	–	1.33%	13
2025 Q3	$2.07M	Hold	9,300	–	–	1.36%	13
2025 Q2	$2.04M	Hold	9,300	–	–	1.77%	8
2025 Q1	$1.78M	Sell	9,300 -2,700	-23%	-$586K	1.32%	13
2024 Q4	$2.65M	Hold	12,000	–	–	1.79%	11
2024 Q3	$2.25M	Hold	12,000	–	–	1.58%	11
2024 Q2	$2.32M	Sell	12,000 -2,700	-18%	-$496K	1.74%	12
2024 Q1	$2.65M	Hold	14,700	–	–	1.97%	12
2023 Q4	$2.24M	Buy	14,700 +2,300	+19%	+$322K	1.72%	12
2023 Q3	$1.86M	Sell	12,400 -2,300	-16%	-$308K	1.81%	13
2023 Q2	$1.88M	Hold	14,700	–	–	1.42%	16
2023 Q1	$1.52M	Buy	14,700 +9,500	+183%	+$918K	1.5%	14
2022 Q4	$437K	Hold	5,200	–	–	0.46%	26
2022 Q3	$598K	Hold	5,200	–	–	0.73%	25
2022 Q2	$552K	Buy	+5,200	New	+$651K	0.55%	26

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Caldwell Investment Management's AMZN Position: Q2 2026 in Review

Caldwell Investment Management held its Amazon (AMZN) position steady in Q2 2026 at 9,300 shares worth $2.21M. The position accounts for 1.45% of the portfolio, ranked #9.

Caldwell Investment Management first reported a position in AMZN in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.65M in Q4 2024. 6,147 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Caldwell Investment Management held 9,300 shares of Amazon worth $2.21M as of Q2 2026.
Caldwell Investment Management left its Amazon share count unchanged in Q2 2026.
Amazon made up 1.45% of Caldwell Investment Management's portfolio in Q2 2026, its #9 holding.
Caldwell Investment Management first reported a position in Amazon in Q2 2022 and has held it in 17 quarters since.
Caldwell Investment Management's Amazon position peaked at $2.65M in Q4 2024.
6,147 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.