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Matthew 25 Management Corp’s Amazon AMZN Stock Holding History

Matthew 25 Management Corp’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 		$20.5M Sell
98,250
-24,250
-20% -$5.34M 6.8% 4
2025
Q4 		$28.3M Sell
122,500
-21,250
-15% -$4.86M 8.65% 3
2025
Q3 		$31.6M Buy
143,750
+1,250
+0.9% +$283K 9.72% 2
2025
Q2 		$31.3M Sell
142,500
-2,500
-2% -$495K 10.05% 3
2025
Q1 		$27.6M Buy
145,000
+5,000
+4% +$1.09M 10.17% 2
2024
Q4 		$30.7M Buy
140,000
+5,000
+4% +$1.02M 9.74% 2
2024
Q3 		$25.2M Buy
135,000
+17,500
+15% +$3.19M 8.45% 2
2024
Q2 		$22.7M Hold
117,500
– – 7.88% 3
2024
Q1 		$21.2M Hold
117,500
– – 7.21% 4
2023
Q4 		$17.9M Hold
117,500
– – 6.24% 4
2023
Q3 		$14.9M Hold
117,500
– – 5.69% 4
2023
Q2 		$15.3M Sell
117,500
-3,500
-3% -$400K 5.66% 4
2023
Q1 		$12.5M Sell
121,000
-4,000
-3% -$386K 4.87% 7
2022
Q4 		$10.5M Buy
125,000
+46,500
+59% +$4.59M 4.43% 12
2022
Q3 		$8.87M Buy
78,500
+18,500
+31% +$2.34M 3.65% 14
2022
Q2 		$6.37M Sell
60,000
-39,000
-39% -$4.88M 2.36% 18
2022
Q1 		$16.1M Buy
99,000
+10,000
+11% +$1.55M 4.77% 9
2021
Q4 		$14.8M Buy
89,000
+4,000
+5% +$685K 3.95% 13
2021
Q3 		$14M Buy
85,000
+7,000
+9% +$1.21M 3.95% 12
2021
Q2 		$13.4M Buy
78,000
+15,000
+24% +$2.49M 3.67% 13
2021
Q1 		$9.75M Buy
63,000
+3,700
+6% +$586K 2.92% 15
2020
Q4 		$9.66M Buy
59,300
+2,300
+4% +$367K 3.26% 12
2020
Q3 		$8.97M Hold
57,000
– – 3.42% 12
2020
Q2 		$7.86M Buy
57,000
+9,000
+19% +$1.09M 3.23% 12
2020
Q1 		$4.68M Buy
+48,000
New +$4.65M 2.29% 13

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

Matthew 25 Management Corp's AMZN Position: Q1 2026 in Review

Matthew 25 Management Corp reduced its Amazon (AMZN) stake by 20% in Q1 2026, selling an estimated $5.34M and leaving 98,250 shares worth $20.5M. The position accounts for 6.8% of the portfolio, ranked #4.

Matthew 25 Management Corp first reported a position in AMZN in Q1 2020 and has held it in 25 quarters since. The position peaked at $31.6M in Q3 2025. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Matthew 25 Management Corp held 98,250 shares of Amazon worth $20.5M as of Q1 2026.
  • Matthew 25 Management Corp sold 24,250 Amazon shares in Q1 2026, an estimated $5.34M.
  • Amazon made up 6.8% of Matthew 25 Management Corp's portfolio in Q1 2026, its #4 holding.
  • Matthew 25 Management Corp first reported a position in Amazon in Q1 2020 and has held it in 25 quarters since.
  • Matthew 25 Management Corp's Amazon position peaked at $31.6M in Q3 2025.
  • 5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Matthew 25 Management Corp's 13F filing for Q1 2026, filed 12 May 2026.