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Cumberland Advisors’s Amazon AMZN Stock Holding History

Cumberland 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 		$2.27M Hold
9,530
– – 0.8% 29
2026
Q1 		$1.98M Hold
9,530
– – 0.78% 29
2025
Q4 		$2.2M Sell
9,530
-350
-4% -$80.1K 0.83% 27
2025
Q3 		$2.17M Buy
9,880
+200
+2% +$45.3K 0.83% 26
2025
Q2 		$2.12M Sell
9,680
-38
-0.4% -$7.52K 0.89% 26
2025
Q1 		$1.85M Buy
9,718
+38
+0.4% +$8.25K 0.84% 27
2024
Q4 		$2.12M Hold
9,680
– – 0.85% 24
2024
Q3 		$1.8M Buy
9,680
+600
+7% +$109K 0.72% 30
2024
Q2 		$1.75M Sell
9,080
-600
-6% -$110K 0.72% 30
2024
Q1 		$1.75M Hold
9,680
– – 0.65% 36
2023
Q4 		$1.47M Hold
9,680
– – 0.63% 34
2023
Q3 		$1.23M Hold
9,680
– – 0.55% 36
2023
Q2 		$1.26M Hold
9,680
– – 0.58% 37
2023
Q1 		$1,000K Hold
9,680
– – 0.41% 38
2022
Q4 		$813K Hold
9,680
– – 0.35% 41
2022
Q3 		$1.09M Hold
9,680
– – 0.44% 38
2022
Q2 		$1.03M Buy
9,680
+1,240
+15% +$155K 0.34% 39
2022
Q1 		$1.38M Hold
8,440
– – 0.32% 38
2021
Q4 		$1.41M Sell
8,440
-600
-7% -$103K 0.29% 40
2021
Q3 		$1.49M Sell
9,040
-700
-7% -$121K 0.34% 38
2021
Q2 		$1.68M Hold
9,740
– – 0.39% 37
2021
Q1 		$1.51M Sell
9,740
-1,000
-9% -$159K 0.37% 39
2020
Q4 		$1.75M Buy
+10,740
New +$1.71M 0.64% 31
2020
Q2 		$1.51M Sell
10,940
-260
-2% -$31.4K 0.57% 31
2020
Q1 		$1.09M Buy
+11,200
New +$1.08M 0.45% 36

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

Cumberland Advisors's AMZN Position: Q2 2026 in Review

Cumberland Advisors held its Amazon (AMZN) position steady in Q2 2026 at 9,530 shares worth $2.27M. The position accounts for 0.8% of the portfolio, ranked #29.

Cumberland Advisors first reported a position in AMZN in Q1 2020 and has held it in 25 quarters since. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Cumberland Advisors held 9,530 shares of Amazon worth $2.27M as of Q2 2026.
  • Cumberland Advisors left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 0.8% of Cumberland Advisors's portfolio in Q2 2026, its #29 holding.
  • Cumberland Advisors first reported a position in Amazon in Q1 2020 and has held it in 25 quarters since.
  • 6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Cumberland Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.