Eric Mandelblatt’s Amazon AMZN Stock Holding History

Eric Mandelblatt’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	–	Sell	-20,000,000	Closed	-$4.17B	–	26
2026 Q1	$4.17B	Buy	20,000,000 +17,000,000	+567%	+$3.74B	8.04%	3
2025 Q4	$659M	Sell	3,000,000 -2,000,000	-40%	-$458M	4.6%	10
2025 Q3	$1.1B	Buy	+5,000,000	New	+$1.13B	8.28%	3
2021 Q3	–	Sell	-4,000,000	Closed	-$688M	–	43
2021 Q2	$688M	Buy	+4,000,000	New	+$665M	5.81%	8
2021 Q1	–	Sell	-1,360,000	Closed	-$221M	–	119
2020 Q4	$221M	Buy	+1,360,000	New	+$217M	1.68%	18
2017 Q1	–	Sell	-2,582,000	Closed	-$96.8M	–	43
2016 Q4	$96.8M	Sell	2,582,000 -2,802,000	-52%	-$110M	0.59%	45
2016 Q3	$225M	Buy	5,384,000 +2,384,000	+79%	+$91.2M	1.37%	24
2016 Q2	$107M	Buy	+3,000,000	New	+$101M	0.66%	41
2014 Q4	–	Sell	-20,000,000	Closed	-$322M	–	41
2014 Q3	$322M	Sell	20,000,000 -10,000,000	-33%	-$166M	2.43%	15
2014 Q2	$487M	Buy	+30,000,000	New	+$475M	2.77%	10

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

Eric Mandelblatt's AMZN Position: Q2 2026 in Review

Eric Mandelblatt reduced its Amazon (AMZN) stake by 15% in Q2 2026, selling an estimated $315M and leaving 7,111,703 shares worth $1.7B. The position accounts for 3.55% of the portfolio, ranked #3.

Eric Mandelblatt first reported a position in AMZN in Q1 2020 and has held it in 18 quarters since. The position peaked at $1.74B in Q1 2026. 6,105 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Eric Mandelblatt held 7,111,703 shares of Amazon worth $1.7B as of Q2 2026.
Eric Mandelblatt sold 1,255,771 Amazon shares in Q2 2026, an estimated $315M.
Amazon made up 3.55% of Eric Mandelblatt's portfolio in Q2 2026, its #3 holding.
Eric Mandelblatt first reported a position in Amazon in Q1 2020 and has held it in 18 quarters since.
Eric Mandelblatt's Amazon position peaked at $1.74B in Q1 2026.
6,105 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Soroban Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.