Mather Group’s Amazon AMZN Stock Holding History

Mather Group’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
2023 Q4	–	Sell	-38,212	Closed	-$4.68M	–	557
2023 Q3	$4.68M	Buy	+38,212	New	+$5.12M	0.08%	92

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

Mather Group's AMZN Position: Q1 2026 in Review

Mather Group increased its Amazon (AMZN) stake by 23% in Q1 2026, buying an estimated $3.66M and bringing the position to 88,920 shares worth $18.5M. The position accounts for 0.18% of the portfolio, ranked #56.

Mather Group first reported a position in AMZN in Q4 2019 and has held it in 25 quarters since. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

Mather Group held 88,920 shares of Amazon worth $18.5M as of Q1 2026.
Mather Group bought 16,626 Amazon shares in Q1 2026, an estimated $3.66M.
Amazon made up 0.18% of Mather Group's portfolio in Q1 2026, its #56 holding.
Mather Group first reported a position in Amazon in Q4 2019 and has held it in 25 quarters since.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.