MAI Capital Management’s Amazon AMZN Stock Holding History

MAI Capital 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	–	Hold	0	–	–	–	1128
2025 Q4	–	Hold	0	–	–	–	1100
2025 Q3	–	Hold	0	–	–	–	1092
2025 Q2	–	Hold	0	–	–	–	1001
2025 Q1	–	Hold	0	–	–	–	316
2024 Q4	–	Sell	-27,800	Closed	-$5.69M	–	288
2024 Q3	$5.18M	Hold	27,800	–	–	0.05%	250
2024 Q2	$5.37M	Hold	27,800	–	–	0.05%	252
2024 Q1	$5.01M	Buy	27,800 +25,800	+1,290%	+$4.31M	0.05%	252
2023 Q4	$304K	Hold	2,000	–	–	﹤0.01%	864
2023 Q3	$254K	Buy	2,000 +1,000	+100%	+$134K	﹤0.01%	886
2023 Q2	$130K	Buy	+1,000	New	+$114K	﹤0.01%	987
2023 Q1	–	Sell	-2,000	Closed	-$168K	–	1064
2022 Q4	$168K	Sell	2,000 -4,000	-67%	-$395K	﹤0.01%	925
2022 Q3	$678K	Sell	6,000 -6,000	-50%	-$758K	0.01%	469
2022 Q2	$1.27M	Hold	12,000	–	–	0.02%	333
2022 Q1	$1.96M	Hold	12,000	–	–	0.03%	272
2021 Q4	$2M	Buy	12,000 +2,000	+20%	+$342K	0.03%	285
2021 Q3	$1.64M	Buy	+10,000	New	+$1.72M	0.03%	273
2021 Q1	–	Sell	-10,000	Closed	-$1.63M	–	746
2020 Q4	$1.63M	Hold	10,000	–	–	0.04%	228
2020 Q3	$1.57M	Sell	10,000 -2,000	-17%	-$315K	0.05%	206
2020 Q2	$1.66M	Buy	+12,000	New	+$1.45M	0.05%	191

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MAI Capital Management's AMZN Position: Q1 2026 in Review

MAI Capital Management increased its Amazon (AMZN) stake by 7.7% in Q1 2026, buying an estimated $19M and bringing the position to 1,209,692 shares worth $252M. The position accounts for 1.42% of the portfolio, ranked #8.

MAI Capital Management first reported a position in AMZN in Q1 2015 and has held it in 45 quarters since. The position peaked at $259M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

MAI Capital Management held 1,209,692 shares of Amazon worth $252M as of Q1 2026.
MAI Capital Management bought 86,415 Amazon shares in Q1 2026, an estimated $19M.
Amazon made up 1.42% of MAI Capital Management's portfolio in Q1 2026, its #8 holding.
MAI Capital Management first reported a position in Amazon in Q1 2015 and has held it in 45 quarters since.
MAI Capital Management's Amazon position peaked at $259M in Q4 2025.
5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.