GIM
AMZN icon

Generate Investment Management’s Amazon AMZN Stock Holding History

Generate Investment 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
Q3 		$224M Buy
898,945
+191,746
+27% +$48.7M 8.33% 3
2026
Q2 		$169M Sell
707,199
-103,158
-13% -$25.9M 6.93% 2
2026
Q1 		$169M Buy
810,357
+130,723
+19% +$28.8M 8.31% 3
2025
Q4 		$157M Buy
679,634
+252,830
+59% +$57.8M 7.16% 2
2025
Q3 		$93.7M Buy
426,804
+26,677
+7% +$6.04M 4.76% 4
2025
Q2 		$87.8M Sell
400,127
-182,620
-31% -$36.1M 4.87% 3
2025
Q1 		$111M Buy
582,747
+293,103
+101% +$63.6M 7.78% 1
2024
Q4 		$63.5M Sell
289,644
-72,079
-20% -$14.7M 4.44% 3
2024
Q3 		$67.4M Sell
361,723
-65,439
-15% -$11.9M 4.5% 3
2024
Q2 		$82.5M Buy
427,162
+69,009
+19% +$12.7M 4.85% 2
2024
Q1 		$64.6M Buy
358,153
+102,268
+40% +$17.1M 4.68% 3
2023
Q4 		$38.9M Buy
+255,885
New +$35.9M 3.36% 5

Other funds holding AMZN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Generate Investment Management's AMZN Position: Q3 2026 in Review

Generate Investment Management increased its Amazon (AMZN) stake by 27% in Q3 2026, buying an estimated $48.7M and bringing the position to 898,945 shares worth $224M. The position accounts for 8.33% of the portfolio, ranked #3.

Generate Investment Management first reported a position in AMZN in Q4 2023 and has held it in 12 quarters since. 690 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Generate Investment Management held 898,945 shares of Amazon worth $224M as of Q3 2026.
  • Generate Investment Management bought 191,746 Amazon shares in Q3 2026, an estimated $48.7M.
  • Amazon made up 8.33% of Generate Investment Management's portfolio in Q3 2026, its #3 holding.
  • Generate Investment Management first reported a position in Amazon in Q4 2023 and has held it in 12 quarters since.
  • 690 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Generate Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.