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Catherine Avery Investment Management’s Amazon AMZN Stock Holding History

Catherine Avery 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 		$14.3K Sell
60
-5
-8% -$1.25K 0.01% 107
2026
Q1 		$13.5K Sell
65
-24
-27% -$5.28K 0.01% 83
2025
Q4 		$20.5K Hold
89
– – 0.01% 85
2025
Q3 		$19.5K Hold
89
– – 0.01% 88
2025
Q2 		$19.5K Hold
89
– – 0.01% 86
2025
Q1 		$16.9K Hold
89
– – 0.02% 84
2024
Q4 		$19.5K Buy
+89
New +$18.2K 0.02% 79

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Catherine Avery Investment Management's AMZN Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Amazon (AMZN) stake by 7.7% in Q2 2026, selling an estimated $1.25K and leaving 60 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #107.

Catherine Avery Investment Management first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.5K in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Catherine Avery Investment Management held 60 shares of Amazon worth $14.3K as of Q2 2026.
  • Catherine Avery Investment Management sold 5 Amazon shares in Q2 2026, an estimated $1.25K.
  • Amazon made up 0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #107 holding.
  • Catherine Avery Investment Management first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's Amazon position peaked at $20.5K in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.