Marotta Asset Management
AMZN icon

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
Q3 		$281K Sell
1,127
-7,681
-87% -$1.95M 0.05% 85
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Marotta Asset Management's AMZN Position: Q3 2026 in Review

Marotta Asset Management reduced its Amazon (AMZN) stake by 87% in Q3 2026, selling an estimated $1.95M and leaving 1,127 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #85.

Marotta Asset Management first reported a position in AMZN in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.32M in Q4 2024. 5,350 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Marotta Asset Management held 1,127 shares of Amazon worth $281K as of Q3 2026.
  • Marotta Asset Management sold 7,681 Amazon shares in Q3 2026, an estimated $1.95M.
  • Amazon made up 0.05% of Marotta Asset Management's portfolio in Q3 2026, its #85 holding.
  • Marotta Asset Management first reported a position in Amazon in Q3 2020 and has held it in 24 quarters since.
  • Marotta Asset Management's Amazon position peaked at $2.32M in Q4 2024.
  • 5,350 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Marotta Asset Management's 13F filing for Q3 2026, filed 2 Oct 2026.