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Charter Capital Management’s Amazon AMZN Stock Holding History

Charter 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 		$566K Hold
2,374
– – 0.25% 37
2026
Q1 		$494K Buy
2,374
+45
+2% +$9.91K 0.25% 38
2025
Q4 		$538K Sell
2,329
-200
-8% -$45.8K 0.28% 32
2025
Q3 		$555K Buy
2,529
+69
+3% +$15.6K 0.3% 33
2025
Q2 		$540K Buy
+2,460
New +$487K 0.32% 33

Other funds holding AMZN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Charter Capital Management's AMZN Position: Q2 2026 in Review

Charter Capital Management held its Amazon (AMZN) position steady in Q2 2026 at 2,374 shares worth $566K. The position accounts for 0.25% of the portfolio, ranked #37.

Charter Capital Management first reported a position in AMZN in Q2 2025 and has held it in 5 quarters since. 3,253 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Charter Capital Management held 2,374 shares of Amazon worth $566K as of Q2 2026.
  • Charter Capital Management left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 0.25% of Charter Capital Management's portfolio in Q2 2026, its #37 holding.
  • Charter Capital Management first reported a position in Amazon in Q2 2025 and has held it in 5 quarters since.
  • 3,253 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.