MAM
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Marotta Asset Management’s Amazon AMZN Stock Holding History

Marotta Asset 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
Q2 		$2.13M Buy
8,808
+90
+1% +$22.6K 0.35% 46
2026
Q1 		$1.84M Sell
8,718
-123
-1% -$27.1K 0.34% 47
2025
Q4 		$2.04M Sell
8,841
-1,400
-14% -$320K 0.38% 45
2025
Q3 		$2.26M Hold
10,241
– – 0.43% 44
2025
Q2 		$2.25M Sell
10,241
-123
-1% -$24.3K 0.45% 43
2025
Q1 		$1.93M Sell
10,364
-170
-2% -$36.9K 0.38% 48
2024
Q4 		$2.32M Buy
10,534
+170
+2% +$34.8K 0.49% 43
2024
Q3 		$1.93M Sell
10,364
-408
-4% -$74.4K 0.38% 48
2024
Q2 		$2.12M Buy
10,772
+307
+3% +$56.4K 0.44% 46
2024
Q1 		$1.89M Hold
10,465
– – 0.39% 46
2023
Q4 		$1.59M Hold
10,465
– – 0.34% 46
2023
Q3 		$1.33M Sell
10,465
-134
-1% -$18K 0.31% 48
2023
Q2 		$1.38M Buy
+10,599
New +$1.21M 0.31% 46
2022
Q4 		$908K Buy
10,811
+1,256
+13% +$124K 0.22% 51
2022
Q3 		$1.08M Sell
9,555
-135
-1% -$17.1K 0.28% 43
2022
Q2 		$1.06M Buy
9,690
+6,990
+259% +$875K 0.26% 46
2022
Q1 		$440K Sell
2,700
-400
-13% -$61.8K 0.1% 74
2021
Q4 		$517K Buy
3,100
+760
+32% +$130K 0.12% 66
2021
Q3 		$384K Buy
2,340
+600
+34% +$103K 0.09% 70
2021
Q2 		$299K Buy
1,740
+160
+10% +$26.6K 0.07% 81
2021
Q1 		$250K Buy
1,580
+20
+1% +$3.17K 0.06% 84
2020
Q4 		$254K Buy
1,560
+140
+10% +$22.3K 0.07% 70
2020
Q3 		$224K Buy
+1,420
New +$224K 0.07% 77

Other funds holding AMZN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Marotta Asset Management's AMZN Position: Q2 2026 in Review

Marotta Asset Management increased its Amazon (AMZN) stake by 1% in Q2 2026, buying an estimated $22.6K and bringing the position to 8,808 shares worth $2.13M. The position accounts for 0.35% of the portfolio, ranked #46.

Marotta Asset Management first reported a position in AMZN in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.32M in Q4 2024. 3,093 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Marotta Asset Management held 8,808 shares of Amazon worth $2.13M as of Q2 2026.
  • Marotta Asset Management bought 90 Amazon shares in Q2 2026, an estimated $22.6K.
  • Amazon made up 0.35% of Marotta Asset Management's portfolio in Q2 2026, its #46 holding.
  • Marotta Asset Management first reported a position in Amazon in Q3 2020 and has held it in 23 quarters since.
  • Marotta Asset Management's Amazon position peaked at $2.32M in Q4 2024.
  • 3,093 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.