J. Stern & Co’s Amazon AMZN Stock Holding History

J. Stern & Co’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	$81.8M	Sell	343,332 -5,054	-1%	-$1.27M	7.72%	4
2026 Q1	$72.6M	Sell	348,386 -32,789	-9%	-$7.22M	7.03%	3
2025 Q4	$88M	Sell	381,175 -43,903	-10%	-$10M	7.5%	3
2025 Q3	$93.3M	Buy	425,078 +25,916	+6%	+$5.87M	7.06%	5
2025 Q2	$82.4M	Buy	399,162 +11,463	+3%	+$2.27M	7.04%	3
2025 Q1	$73.8M	Buy	387,699 +30,728	+9%	+$6.67M	7.07%	2
2024 Q4	$78.3M	Sell	356,971 -20,349	-5%	-$4.16M	7.38%	2
2024 Q3	$70.3M	Buy	377,320 +21,820	+6%	+$3.98M	7.49%	2
2024 Q2	$68.7M	Buy	355,500 +9,855	+3%	+$1.81M	8.18%	2
2024 Q1	$62.3M	Buy	345,645 +78,440	+29%	+$13.1M	7.88%	3
2023 Q4	$41.5M	Buy	+267,205	New	+$37.5M	7.55%	3

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

J. Stern & Co's AMZN Position: Q2 2026 in Review

J. Stern & Co reduced its Amazon (AMZN) stake by 1.5% in Q2 2026, selling an estimated $1.27M and leaving 343,332 shares worth $81.8M. The position accounts for 7.72% of the portfolio, ranked #4.

J. Stern & Co first reported a position in AMZN in Q4 2023 and has held it in 11 quarters since. The position peaked at $93.3M in Q3 2025. 6,153 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

J. Stern & Co held 343,332 shares of Amazon worth $81.8M as of Q2 2026.
J. Stern & Co sold 5,054 Amazon shares in Q2 2026, an estimated $1.27M.
Amazon made up 7.72% of J. Stern & Co's portfolio in Q2 2026, its #4 holding.
J. Stern & Co first reported a position in Amazon in Q4 2023 and has held it in 11 quarters since.
J. Stern & Co's Amazon position peaked at $93.3M in Q3 2025.
6,153 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on J. Stern & Co's 13F filing for Q2 2026, filed 14 Aug 2026.