LIM
AMZN icon

Longfellow Investment Management’s Amazon AMZN Stock Holding History

Longfellow Investment 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
Q1 		$28.5K Hold
137
– – 0.01% 155
2025
Q4 		$31.6K Sell
137
-18,102
-99% -$4.14M 0.01% 155
2025
Q3 		$4M Buy
18,239
+7,700
+73% +$1.74M 0.95% 16
2025
Q2 		$2.31M Buy
10,539
+10,451
+11,876% +$2.07M 0.57% 26
2025
Q1 		$16.7K Hold
88
– – ﹤0.01% 174
2024
Q4 		$19.3K Hold
88
– – 0.01% 178
2024
Q3 		$16.4K Hold
88
– – ﹤0.01% 178
2024
Q2 		$17K Sell
88
-8
-8% -$1.47K ﹤0.01% 172
2024
Q1 		$17.3K Hold
96
– – ﹤0.01% 183
2023
Q4 		$14.6K Hold
96
– – ﹤0.01% 160
2023
Q3 		$12.2K Sell
96
-14
-13% -$1.88K ﹤0.01% 144
2023
Q2 		$14.3K Hold
110
– – ﹤0.01% 169
2023
Q1 		$11.4K Hold
110
– – ﹤0.01% 178
2022
Q4 		$9.24K Buy
110
+30
+38% +$2.96K ﹤0.01% 192
2022
Q3 		$9K Hold
80
– – ﹤0.01% 249
2022
Q2 		$9K Buy
80
+20
+33% +$2.5K ﹤0.01% 256
2022
Q1 		$10K Hold
60
– – ﹤0.01% 287
2021
Q4 		$11K Buy
60
+20
+50% +$3.42K ﹤0.01% 298
2021
Q3 		$7K Hold
40
– – ﹤0.01% 327
2021
Q2 		$7K Hold
40
– – ﹤0.01% 340
2021
Q1 		$7K Hold
40
– – ﹤0.01% 407
2020
Q4 		$7K Buy
+40
New +$6.38K ﹤0.01% 427

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

Longfellow Investment Management's AMZN Position: Q1 2026 in Review

Longfellow Investment Management held its Amazon (AMZN) position steady in Q1 2026 at 137 shares worth $28.5K. The position accounts for 0.01% of the portfolio, ranked #155.

Longfellow Investment Management first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. The position peaked at $4M in Q3 2025. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Longfellow Investment Management held 137 shares of Amazon worth $28.5K as of Q1 2026.
  • Longfellow Investment Management left its Amazon share count unchanged in Q1 2026.
  • Amazon made up 0.01% of Longfellow Investment Management's portfolio in Q1 2026, its #155 holding.
  • Longfellow Investment Management first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
  • Longfellow Investment Management's Amazon position peaked at $4M in Q3 2025.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.