INVST’s Amazon AMZN Stock Holding History

INVST’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	-300	Closed	-$62.5K	–	345
2026 Q1	$62.5K	Buy	+300	New	+$66.1K	0.01%	329

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 $3.38T AUM 44.17% 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

INVST's AMZN Position: Q2 2026 in Review

INVST reduced its Amazon (AMZN) stake by 14% in Q2 2026, selling an estimated $1.41M and leaving 34,470 shares worth $8.22M. The position accounts for 0.8% of the portfolio, ranked #34.

INVST first reported a position in AMZN in Q3 2017 and has held it in 36 quarters since. The position peaked at $10M in Q2 2025. 6,165 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

INVST held 34,470 shares of Amazon worth $8.22M as of Q2 2026.
INVST sold 5,630 Amazon shares in Q2 2026, an estimated $1.41M.
Amazon made up 0.8% of INVST's portfolio in Q2 2026, its #34 holding.
INVST first reported a position in Amazon in Q3 2017 and has held it in 36 quarters since.
INVST's Amazon position peaked at $10M in Q2 2025.
6,165 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.