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Donaldson Capital Management’s Amazon AMZN Stock Holding History

Donaldson 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
Q1 		$17.4M Buy
83,636
+2,566
+3% +$565K 0.56% 36
2025
Q4 		$18.7M Buy
81,070
+2,038
+3% +$466K 0.6% 37
2025
Q3 		$17.4M Buy
79,032
+6,157
+8% +$1.39M 0.55% 37
2025
Q2 		$16M Sell
72,875
-340
-0.5% -$67.3K 0.59% 37
2025
Q1 		$13.9M Buy
73,215
+2,053
+3% +$446K 0.53% 37
2024
Q4 		$15.6M Buy
71,162
+1,736
+3% +$355K 0.6% 36
2024
Q3 		$12.9M Buy
69,426
+3,002
+5% +$548K 0.5% 37
2024
Q2 		$12.8M Buy
66,424
+3,329
+5% +$612K 0.54% 36
2024
Q1 		$11.4M Buy
63,095
+2,023
+3% +$338K 0.47% 38
2023
Q4 		$9.28M Sell
61,072
-6,239
-9% -$875K 0.42% 38
2023
Q3 		$8.56M Sell
67,311
-4,873
-7% -$653K 0.4% 40
2023
Q2 		$9.41M Sell
72,184
-2,049
-3% -$234K 0.43% 39
2023
Q1 		$7.67M Buy
74,233
+4,308
+6% +$416K 0.36% 42
2022
Q4 		$5.87M Sell
69,925
-7,081
-9% -$699K 0.29% 48
2022
Q3 		$8.7M Buy
77,006
+4,080
+6% +$516K 0.48% 40
2022
Q2 		$7.75M Sell
72,926
-4,794
-6% -$600K 0.4% 44
2022
Q1 		$12.7M Buy
77,720
+5,320
+7% +$822K 0.58% 38
2021
Q4 		$12.1M Buy
72,400
+2,740
+4% +$469K 0.53% 40
2021
Q3 		$11.4M Sell
69,660
-3,700
-5% -$638K 0.58% 39
2021
Q2 		$12.6M Buy
73,360
+2,200
+3% +$366K 0.65% 40
2021
Q1 		$11M Sell
71,160
-4,460
-6% -$707K 0.6% 41
2020
Q4 		$12.3M Buy
75,620
+8,900
+13% +$1.42M 0.73% 33
2020
Q3 		$10.5M Buy
66,720
+5,460
+9% +$861K 0.71% 33
2020
Q2 		$8.45M Buy
61,260
+4,820
+9% +$582K 0.61% 36
2020
Q1 		$5.5M Sell
56,440
-40
-0.1% -$3.87K 0.48% 40
2019
Q4 		$5.22M Buy
56,480
+5,080
+10% +$450K 0.35% 52
2019
Q3 		$4.46M Buy
51,400
+10,580
+26% +$981K 0.33% 52
2019
Q2 		$3.87M Buy
40,820
+4,360
+12% +$406K 0.32% 49
2019
Q1 		$3.25M Buy
36,460
+24,380
+202% +$2.03M 0.29% 50
2018
Q4 		$908K Sell
12,080
-1,900
-14% -$158K 0.09% 77
2018
Q3 		$1.4M Buy
13,980
+3,300
+31% +$310K 0.12% 74
2018
Q2 		$908K Sell
10,680
-460
-4% -$36.5K 0.09% 84
2018
Q1 		$806K Buy
11,140
+300
+3% +$21.5K 0.08% 90
2017
Q4 		$634K Buy
10,840
+2,520
+30% +$139K 0.06% 102
2017
Q3 		$400K Buy
8,320
+500
+6% +$24.6K 0.04% 113
2017
Q2 		$379K Hold
7,820
– – 0.04% 114
2017
Q1 		$347K Buy
7,820
+460
+6% +$19.2K 0.04% 118
2016
Q4 		$276K Hold
7,360
– – 0.03% 123
2016
Q3 		$308K Buy
7,360
+860
+13% +$32.9K 0.04% 114
2016
Q2 		$233K Buy
+6,500
New +$220K 0.03% 134
2015
Q4 		– Sell
-10,000
Closed -$256K – 146
2015
Q3 		$256K Buy
+10,000
New +$253K 0.04% 123

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Donaldson Capital Management's AMZN Position: Q1 2026 in Review

Donaldson Capital Management increased its Amazon (AMZN) stake by 3.2% in Q1 2026, buying an estimated $565K and bringing the position to 83,636 shares worth $17.4M. The position accounts for 0.56% of the portfolio, ranked #36.

Donaldson Capital Management first reported a position in AMZN in Q3 2015 and has held it in 41 quarters since. The position peaked at $18.7M in Q4 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Donaldson Capital Management held 83,636 shares of Amazon worth $17.4M as of Q1 2026.
  • Donaldson Capital Management bought 2,566 Amazon shares in Q1 2026, an estimated $565K.
  • Amazon made up 0.56% of Donaldson Capital Management's portfolio in Q1 2026, its #36 holding.
  • Donaldson Capital Management first reported a position in Amazon in Q3 2015 and has held it in 41 quarters since.
  • Donaldson Capital Management's Amazon position peaked at $18.7M in Q4 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.