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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
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 $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

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

Marshall Investment Management increased its Amazon (AMZN) stake by 8.5% in Q1 2026, buying an estimated $556K and bringing the position to 32,203 shares worth $6.71M. The position accounts for 3.22% of the portfolio, ranked #6.

Marshall Investment Management first reported a position in AMZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.85M in Q4 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Marshall Investment Management held 32,203 shares of Amazon worth $6.71M as of Q1 2026.
  • Marshall Investment Management bought 2,524 Amazon shares in Q1 2026, an estimated $556K.
  • Amazon made up 3.22% of Marshall Investment Management's portfolio in Q1 2026, its #6 holding.
  • Marshall Investment Management first reported a position in Amazon in Q4 2024 and has held it in 6 quarters since.
  • Marshall Investment Management's Amazon position peaked at $6.85M in Q4 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.