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Heritage Investment Group’s Amazon AMZN Stock Holding History

Heritage Investment Group’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 		$1.34M Buy
5,611
+596
+12% +$150K 0.18% 43
2026
Q1 		$1.04M Buy
5,015
+441
+10% +$97.1K 0.16% 44
2025
Q4 		$1.06M Buy
4,574
+715
+19% +$164K 0.16% 42
2025
Q3 		$847K Buy
3,859
+498
+15% +$113K 0.14% 48
2025
Q2 		$737K Sell
3,361
-328
-9% -$64.9K 0.13% 51
2025
Q1 		$702K Buy
3,689
+280
+8% +$60.8K 0.13% 50
2024
Q4 		$748K Sell
3,409
-1,162
-25% -$238K 0.14% 45
2024
Q3 		$852K Buy
4,571
+2,185
+92% +$399K 0.16% 41
2024
Q2 		$461K Buy
2,386
+19
+0.8% +$3.49K 0.09% 54
2024
Q1 		$427K Buy
2,367
+47
+2% +$7.84K 0.09% 57
2023
Q4 		$353K Sell
2,320
-8,740
-79% -$1.23M 0.08% 61
2023
Q3 		$1.41M Sell
11,060
-460
-4% -$61.6K 0.38% 25
2023
Q2 		$1.5M Buy
11,520
+840
+8% +$95.9K 0.42% 21
2023
Q1 		$1.1M Buy
10,680
+460
+5% +$44.4K 0.33% 23
2022
Q4 		$858K Sell
10,220
-880
-8% -$86.9K 0.27% 26
2022
Q3 		$1.25M Buy
11,100
+20
+0.2% +$2.53K 0.77% 17
2022
Q2 		$1.18M Sell
11,080
-240
-2% -$30K 0.68% 17
2022
Q1 		$1.84M Buy
11,320
+540
+5% +$83.4K 1.33% 12
2021
Q4 		$1.8M Buy
+10,780
New +$1.84M 1.42% 11

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

Heritage Investment Group's AMZN Position: Q2 2026 in Review

Heritage Investment Group increased its Amazon (AMZN) stake by 12% in Q2 2026, buying an estimated $150K and bringing the position to 5,611 shares worth $1.34M. The position accounts for 0.18% of the portfolio, ranked #43.

Heritage Investment Group first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.84M in Q1 2022. 6,155 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Heritage Investment Group held 5,611 shares of Amazon worth $1.34M as of Q2 2026.
  • Heritage Investment Group bought 596 Amazon shares in Q2 2026, an estimated $150K.
  • Amazon made up 0.18% of Heritage Investment Group's portfolio in Q2 2026, its #43 holding.
  • Heritage Investment Group first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • Heritage Investment Group's Amazon position peaked at $1.84M in Q1 2022.
  • 6,155 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.