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McDaniel Terry & Co’s Amazon AMZN Stock Holding History

McDaniel Terry & Co’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 		$24.1M Buy
115,912
+2,565
+2% +$565K 2.05% 19
2025
Q4 		$26.2M Sell
113,347
-6,316
-5% -$1.45M 2.28% 18
2025
Q3 		$26.3M Sell
119,663
-1,085
-0.9% -$246K 2.12% 20
2025
Q2 		$26.5M Sell
120,748
-2,479
-2% -$491K 2.17% 20
2025
Q1 		$23.4M Sell
123,227
-852
-0.7% -$185K 2.05% 21
2024
Q4 		$27.2M Buy
124,079
+550
+0.4% +$113K 2.23% 21
2024
Q3 		$23M Buy
123,529
+825
+0.7% +$151K 1.93% 24
2024
Q2 		$23.7M Buy
122,704
+4,750
+4% +$873K 2.07% 22
2024
Q1 		$21.3M Buy
117,954
+800
+0.7% +$134K 1.89% 24
2023
Q4 		$17.8M Sell
117,154
-6,822
-6% -$956K 1.7% 27
2023
Q3 		$15.8M Buy
123,976
+2,943
+2% +$394K 1.64% 29
2023
Q2 		$15.8M Sell
121,033
-1,561
-1% -$178K 1.61% 30
2023
Q1 		$12.7M Buy
122,594
+6,145
+5% +$594K 1.38% 31
2022
Q4 		$9.78M Sell
116,449
-4,677
-4% -$462K 1.14% 31
2022
Q3 		$13.7M Buy
121,126
+3,092
+3% +$391K 1.77% 25
2022
Q2 		$12.5M Buy
118,034
+5,874
+5% +$735K 1.55% 28
2022
Q1 		$18.3M Buy
112,160
+7,440
+7% +$1.15M 1.98% 24
2021
Q4 		$17.5M Buy
104,720
+6,460
+7% +$1.11M 1.75% 26
2021
Q3 		$16.1M Buy
98,260
+3,840
+4% +$662K 1.88% 27
2021
Q2 		$16.2M Buy
94,420
+640
+0.7% +$106K 1.87% 26
2021
Q1 		$14.5M Buy
93,780
+1,700
+2% +$269K 1.78% 25
2020
Q4 		$15M Buy
92,080
+3,400
+4% +$543K 1.9% 24
2020
Q3 		$14M Buy
88,680
+7,620
+9% +$1.2M 1.98% 24
2020
Q2 		$11.2M Buy
81,060
+49,740
+159% +$6.01M 1.7% 25
2020
Q1 		$3.05M Sell
31,320
-60
-0.2% -$5.81K 0.56% 27
2019
Q4 		$2.9M Buy
31,380
+100
+0.3% +$8.85K 0.43% 30
2019
Q3 		$2.71M Buy
31,280
+6,640
+27% +$616K 0.44% 31
2019
Q2 		$2.33M Buy
24,640
+11,860
+93% +$1.1M 0.39% 31
2019
Q1 		$1.14M Sell
12,780
-160
-1% -$13.3K 0.19% 33
2018
Q4 		$972K Buy
12,940
+720
+6% +$59.9K 0.19% 34
2018
Q3 		$1.22M Sell
12,220
-460
-4% -$43.3K 0.21% 33
2018
Q2 		$1.08M Sell
12,680
-560
-4% -$44.4K 0.2% 34
2018
Q1 		$958K Sell
13,240
-360
-3% -$25.7K 0.18% 32
2017
Q4 		$795K Buy
13,600
+1,440
+12% +$79.2K 0.14% 34
2017
Q3 		$585K Buy
12,160
+320
+3% +$15.7K 0.11% 35
2017
Q2 		$573K Hold
11,840
– – 0.11% 37
2017
Q1 		$525K Buy
11,840
+200
+2% +$8.34K 0.1% 39
2016
Q4 		$436K Buy
11,640
+800
+7% +$31.3K 0.09% 42
2016
Q3 		$454K Hold
10,840
– – 0.1% 41
2016
Q2 		$388K Hold
10,840
– – 0.09% 46
2016
Q1 		$322K Buy
+10,840
New +$308K 0.08% 38

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

McDaniel Terry & Co's AMZN Position: Q1 2026 in Review

McDaniel Terry & Co increased its Amazon (AMZN) stake by 2.3% in Q1 2026, buying an estimated $565K and bringing the position to 115,912 shares worth $24.1M. The position accounts for 2.05% of the portfolio, ranked #19.

McDaniel Terry & Co first reported a position in AMZN in Q1 2016 and has held it in 41 quarters since. The position peaked at $27.2M in Q4 2024. 5,982 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • McDaniel Terry & Co held 115,912 shares of Amazon worth $24.1M as of Q1 2026.
  • McDaniel Terry & Co bought 2,565 Amazon shares in Q1 2026, an estimated $565K.
  • Amazon made up 2.05% of McDaniel Terry & Co's portfolio in Q1 2026, its #19 holding.
  • McDaniel Terry & Co first reported a position in Amazon in Q1 2016 and has held it in 41 quarters since.
  • McDaniel Terry & Co's Amazon position peaked at $27.2M in Q4 2024.
  • 5,982 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on McDaniel Terry & Co's 13F filing for Q1 2026, filed 5 May 2026.