Custom Index Systems’s Amazon AMZN Stock Holding History

Custom Index Systems’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	$3.45M	Buy	14,464 +173	+1%	+$43.4K	1.24%	16
2026 Q1	$2.98M	Sell	14,291 -38	-0.3%	-$8.37K	1.3%	15
2025 Q4	$3.31M	Sell	14,329 -5,744	-29%	-$1.31M	1.46%	12
2025 Q3	$4.41M	Buy	20,073 +5,602	+39%	+$1.27M	1.31%	16
2025 Q2	$3.17M	Sell	14,471 -228	-2%	-$45.1K	1.51%	10
2025 Q1	$2.8M	Buy	14,699 +745	+5%	+$162K	1.42%	8
2024 Q4	$3.06M	Buy	13,954 +78	+0.6%	+$16K	1.64%	7
2024 Q3	$2.59M	Buy	13,876 +426	+3%	+$77.7K	1.4%	10
2024 Q2	$2.6M	Buy	13,450 +2,321	+21%	+$426K	1.49%	10
2024 Q1	$2.01M	Buy	11,129 +2,375	+27%	+$396K	1.14%	20
2023 Q4	$1.33M	Buy	+8,754	New	+$1.23M	0.82%	33

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Custom Index Systems's AMZN Position: Q2 2026 in Review

Custom Index Systems increased its Amazon (AMZN) stake by 1.2% in Q2 2026, buying an estimated $43.4K and bringing the position to 14,464 shares worth $3.45M. The position accounts for 1.24% of the portfolio, ranked #16.

Custom Index Systems first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.41M in Q3 2025. 6,135 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Custom Index Systems held 14,464 shares of Amazon worth $3.45M as of Q2 2026.
Custom Index Systems bought 173 Amazon shares in Q2 2026, an estimated $43.4K.
Amazon made up 1.24% of Custom Index Systems's portfolio in Q2 2026, its #16 holding.
Custom Index Systems first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
Custom Index Systems's Amazon position peaked at $4.41M in Q3 2025.
6,135 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.