MIM
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Marshall Investment Management’s Amazon AMZN Stock Holding History

Marshall 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
Q2 		$8.13M Buy
34,118
+1,915
+6% +$481K 3.38% 6
2026
Q1 		$6.71M Buy
32,203
+2,524
+9% +$556K 3.22% 6
2025
Q4 		$6.85M Buy
29,679
+2,710
+10% +$620K 3.44% 8
2025
Q3 		$5.92M Buy
26,969
+24,443
+968% +$5.53M 3.13% 9
2025
Q2 		$554K Sell
2,526
-23,341
-90% -$4.62M 2.63% 11
2025
Q1 		$4.92M Buy
25,867
+1,290
+5% +$280K 3.06% 7
2024
Q4 		$4.58M Buy
+24,577
New +$5.03M 2.7% 15

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Marshall Investment Management's AMZN Position: Q2 2026 in Review

Marshall Investment Management increased its Amazon (AMZN) stake by 5.9% in Q2 2026, buying an estimated $481K and bringing the position to 34,118 shares worth $8.13M. The position accounts for 3.38% of the portfolio, ranked #6.

Marshall Investment Management first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,143 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Marshall Investment Management held 34,118 shares of Amazon worth $8.13M as of Q2 2026.
  • Marshall Investment Management bought 1,915 Amazon shares in Q2 2026, an estimated $481K.
  • Amazon made up 3.38% of Marshall Investment Management's portfolio in Q2 2026, its #6 holding.
  • Marshall Investment Management first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 6,143 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.