McCarthy Asset Management’s Amazon AMZN Stock Holding History

McCarthy Asset 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	$340K	Buy	+1,428	New	+$358K	0.16%	25
2025 Q4	$344K	Hold	1,491	–	–	0.18%	23
2025 Q3	$327K	Hold	1,491	–	–	0.21%	21
2025 Q2	$327K	Buy	1,491 +11	+0.7%	+$2.18K	0.22%	19
2025 Q1	$282K	Hold	1,480	–	–	0.2%	21
2024 Q4	$325K	Hold	1,480	–	–	0.23%	21
2024 Q3	$276K	Sell	1,480 -1,120	-43%	-$204K	0.17%	28
2024 Q2	$502K	Hold	2,600	–	–	0.3%	30
2024 Q1	$469K	Hold	2,600	–	–	0.29%	29
2023 Q4	$395K	Hold	2,600	–	–	0.25%	28
2023 Q3	$331K	Hold	2,600	–	–	0.24%	30
2023 Q2	$339K	Hold	2,600	–	–	0.23%	29
2023 Q1	$269K	Hold	2,600	–	–	0.18%	30
2022 Q4	$218K	Hold	2,600	–	–	0.15%	33
2022 Q3	$294K	Hold	2,600	–	–	0.23%	28
2022 Q2	$276K	Hold	2,600	–	–	0.22%	29
2022 Q1	$424K	Hold	2,600	–	–	0.3%	26
2021 Q4	$433K	Sell	2,600 -60	-2%	-$10.3K	0.3%	26
2021 Q3	$437K	Sell	2,660 -3,000	-53%	-$517K	0.33%	26
2021 Q2	$974K	Sell	5,660 -2,600	-31%	-$432K	0.69%	18
2021 Q1	$1.28M	Hold	8,260	–	–	1%	16
2020 Q4	$1.34M	Buy	+8,260	New	+$1.32M	1.12%	14

Other funds holding AMZN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

McCarthy Asset Management's AMZN Position: Q2 2026 in Review

McCarthy Asset Management opened a new position in Amazon (AMZN) in Q2 2026: 1,428 shares worth $340K. The stake represents 0.16% of the portfolio and ranks #25 among its holdings. This is a return to the name: McCarthy Asset Management previously reported a position in AMZN as recently as Q4 2025.

McCarthy Asset Management first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.34M in Q4 2020. 6,136 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

McCarthy Asset Management held 1,428 shares of Amazon worth $340K as of Q2 2026.
Amazon was a new McCarthy Asset Management position in Q2 2026.
Amazon made up 0.16% of McCarthy Asset Management's portfolio in Q2 2026, its #25 holding.
McCarthy Asset Management first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
McCarthy Asset Management's Amazon position peaked at $1.34M in Q4 2020.
6,136 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on McCarthy Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.