Kovitz Investment Group Partners
AMZN icon

Kovitz Investment Group Partners’s Amazon AMZN Stock Holding History

Kovitz Investment Group Partners’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
2025
Q3 		– Sell
-10,378
Closed -$285K – 1397
2025
Q2 		$285K Buy
10,378
+178
+2% +$35.2K ﹤0.01% 1158
2025
Q1 		$212K Buy
+10,200
New +$2.21M ﹤0.01% 1164

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kovitz Investment Group Partners's AMZN Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Amazon (AMZN) stake by 1.1% in Q1 2026, selling an estimated $734K and leaving 290,004 shares worth $60.4M. The position accounts for 1.4% of the portfolio, ranked #10.

Kovitz Investment Group Partners first reported a position in AMZN in Q3 2017 and has held it in 35 quarters since. The position peaked at $530M in Q3 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Kovitz Investment Group Partners held 290,004 shares of Amazon worth $60.4M as of Q1 2026.
  • Kovitz Investment Group Partners sold 3,335 Amazon shares in Q1 2026, an estimated $734K.
  • Amazon made up 1.4% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #10 holding.
  • Kovitz Investment Group Partners first reported a position in Amazon in Q3 2017 and has held it in 35 quarters since.
  • Kovitz Investment Group Partners's Amazon position peaked at $530M in Q3 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.