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Chatterton & Associates’s Amazon AMZN Stock Holding History

Chatterton & Associates’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 		$845K Buy
3,419
+273
+9% +$68.5K 0.5% 39
2026
Q1 		$735K Sell
3,146
-26
-0.8% -$5.72K 0.52% 43
2025
Q4 		$732K Buy
+3,172
New +$726K 0.63% 39

Other funds holding AMZN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Chatterton & Associates's AMZN Position: Q2 2026 in Review

Chatterton & Associates increased its Amazon (AMZN) stake by 8.7% in Q2 2026, buying an estimated $68.5K and bringing the position to 3,419 shares worth $845K. The position accounts for 0.5% of the portfolio, ranked #39.

Chatterton & Associates first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. 3,705 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Chatterton & Associates held 3,419 shares of Amazon worth $845K as of Q2 2026.
  • Chatterton & Associates bought 273 Amazon shares in Q2 2026, an estimated $68.5K.
  • Amazon made up 0.5% of Chatterton & Associates's portfolio in Q2 2026, its #39 holding.
  • Chatterton & Associates first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • 3,705 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.