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Investment Partners Asset Management’s Amazon AMZN Stock Holding History

Investment Partners Asset 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
Q2 		$2.4M Sell
10,066
-40
-0.4% -$10K 1.33% 18
2026
Q1 		$2.1M Buy
10,106
+86
+0.9% +$18.9K 1.3% 19
2025
Q4 		$2.31M Sell
10,020
-5
-0% -$1.14K 1.44% 16
2025
Q3 		$2.2M Sell
10,025
-126
-1% -$28.5K 1.45% 15
2025
Q2 		$2.23M Buy
10,151
+9
+0.1% +$1.78K 1.55% 13
2025
Q1 		$1.93M Buy
10,142
+918
+10% +$199K 1.51% 15
2024
Q4 		$2.02M Buy
9,224
+12
+0.1% +$2.46K 1.59% 11
2024
Q3 		$1.72M Buy
9,212
+116
+1% +$21.2K 1.41% 13
2024
Q2 		$1.76M Sell
9,096
-2
-0% -$367 1.57% 11
2024
Q1 		$1.64M Sell
9,098
-9
-0.1% -$1.5K 1.48% 12
2023
Q4 		$1.38M Buy
+9,107
New +$1.28M 1.38% 16

Other funds holding AMZN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Investment Partners Asset Management's AMZN Position: Q2 2026 in Review

Investment Partners Asset Management reduced its Amazon (AMZN) stake by 0.4% in Q2 2026, selling an estimated $10K and leaving 10,066 shares worth $2.4M. The position accounts for 1.33% of the portfolio, ranked #18.

Investment Partners Asset Management first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. 3,705 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Investment Partners Asset Management held 10,066 shares of Amazon worth $2.4M as of Q2 2026.
  • Investment Partners Asset Management sold 40 Amazon shares in Q2 2026, an estimated $10K.
  • Amazon made up 1.33% of Investment Partners Asset Management's portfolio in Q2 2026, its #18 holding.
  • Investment Partners Asset Management first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
  • 3,705 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.