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Conrad Siegel Investment Advisors’s Amazon AMZN Stock Holding History

Conrad Siegel Investment Advisors’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 		$1.88M Buy
7,867
+331
+4% +$83.1K 0.31% 23
2026
Q1 		$1.57M Buy
7,536
+490
+7% +$108K 0.28% 27
2025
Q4 		$1.63M Sell
7,046
-52
-0.7% -$11.9K 0.31% 25
2025
Q3 		$1.56M Buy
7,098
+83
+1% +$18.8K 0.33% 22
2025
Q2 		$1.54M Buy
7,015
+28
+0.4% +$5.54K 0.35% 21
2025
Q1 		$1.33M Sell
6,987
-724
-9% -$157K 0.34% 23
2024
Q4 		$1.69M Buy
7,711
+98
+1% +$20K 0.46% 17
2024
Q3 		$1.42M Buy
7,613
+141
+2% +$25.7K 0.38% 17
2024
Q2 		$1.44M Hold
7,472
– – 0.42% 17
2024
Q1 		$1.35M Sell
7,472
-1,585
-18% -$265K 0.39% 17
2023
Q4 		$1.38M Sell
9,057
-1,516
-14% -$213K 0.63% 12
2023
Q3 		$1.34M Buy
10,573
+1,091
+12% +$146K 0.69% 10
2023
Q2 		$1.24M Buy
9,482
+40
+0.4% +$4.57K 0.96% 9
2023
Q1 		$975K Hold
9,442
– – 0.86% 10
2022
Q4 		$793K Sell
9,442
-1,515
-14% -$150K 0.79% 12
2022
Q3 		$1.24M Sell
10,957
-2,743
-20% -$347K 1.4% 13
2022
Q2 		$1.46M Hold
13,700
– – 1.58% 13
2022
Q1 		$2.23M Hold
13,700
– – 2.03% 9
2021
Q4 		$2.25M Buy
+13,700
New +$2.34M 1.95% 8

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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Conrad Siegel Investment Advisors's AMZN Position: Q2 2026 in Review

Conrad Siegel Investment Advisors increased its Amazon (AMZN) stake by 4.4% in Q2 2026, buying an estimated $83.1K and bringing the position to 7,867 shares worth $1.88M. The position accounts for 0.31% of the portfolio, ranked #23.

Conrad Siegel Investment Advisors first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.25M in Q4 2021. 3,193 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Conrad Siegel Investment Advisors held 7,867 shares of Amazon worth $1.88M as of Q2 2026.
  • Conrad Siegel Investment Advisors bought 331 Amazon shares in Q2 2026, an estimated $83.1K.
  • Amazon made up 0.31% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #23 holding.
  • Conrad Siegel Investment Advisors first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • Conrad Siegel Investment Advisors's Amazon position peaked at $2.25M in Q4 2021.
  • 3,193 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.