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AMZN icon

MBL Wealth’s Amazon AMZN Stock Holding History

MBL Wealth’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 		$7.98M Buy
33,501
+292
+0.9% +$73.3K 0.54% 36
2026
Q1 		$6.92M Buy
33,209
+539
+2% +$119K 0.52% 39
2025
Q4 		$7.54M Buy
32,670
+8,863
+37% +$2.03M 0.6% 34
2025
Q3 		$5.23M Buy
23,807
+1,030
+5% +$233K 0.46% 49
2025
Q2 		$5M Sell
22,777
-1,896
-8% -$375K 0.48% 47
2025
Q1 		$4.69M Buy
24,673
+2,000
+9% +$434K 0.47% 45
2024
Q4 		$4.97M Sell
22,673
-18
-0.1% -$3.68K 0.5% 42
2024
Q3 		$4.23M Buy
22,691
+176
+0.8% +$32.1K 0.45% 47
2024
Q2 		$4.35M Buy
22,515
+1,337
+6% +$246K 0.49% 46
2024
Q1 		$3.82M Sell
21,178
-178
-0.8% -$29.7K 0.43% 47
2023
Q4 		$3.24M Buy
21,356
+1,098
+5% +$154K 0.41% 45
2023
Q3 		$2.58M Buy
20,258
+1,091
+6% +$146K 0.36% 42
2023
Q2 		$2.5M Buy
19,167
+313
+2% +$35.7K 0.35% 43
2023
Q1 		$1.95M Buy
18,854
+1,263
+7% +$122K 0.3% 44
2022
Q4 		$1.48M Buy
17,591
+256
+1% +$25.3K 0.28% 52
2022
Q3 		$1.96M Buy
17,335
+1,227
+8% +$155K 0.42% 45
2022
Q2 		$1.71M Buy
16,108
+748
+5% +$93.6K 0.43% 49
2022
Q1 		$2.5M Buy
+15,360
New +$2.37M 0.61% 36
2021
Q3 		$2.39M Buy
+14,560
New +$2.51M 0.83% 37
2021
Q1 		$2.04M Buy
13,220
+1,680
+15% +$266K 0.71% 34
2020
Q4 		$1.88M Buy
+11,540
New +$1.84M 0.74% 34

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

MBL Wealth's AMZN Position: Q2 2026 in Review

MBL Wealth increased its Amazon (AMZN) stake by 0.88% in Q2 2026, buying an estimated $73.3K and bringing the position to 33,501 shares worth $7.98M. The position accounts for 0.54% of the portfolio, ranked #36.

MBL Wealth first reported a position in AMZN in Q4 2020 and has held it in 21 quarters since. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • MBL Wealth held 33,501 shares of Amazon worth $7.98M as of Q2 2026.
  • MBL Wealth bought 292 Amazon shares in Q2 2026, an estimated $73.3K.
  • Amazon made up 0.54% of MBL Wealth's portfolio in Q2 2026, its #36 holding.
  • MBL Wealth first reported a position in Amazon in Q4 2020 and has held it in 21 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.