MAM
AMZN icon

McLean Asset Management’s Amazon AMZN Stock Holding History

McLean 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 		$3.07M Sell
11,322
-324
-3% -$81.3K 0.41% 33
2026
Q1 		$2.43M Sell
11,646
-23
-0.2% -$5.06K 0.42% 34
2025
Q4 		$2.76M Buy
11,669
+542
+5% +$124K 0.49% 32
2025
Q3 		$2.46M Buy
11,127
+797
+8% +$180K 0.51% 28
2025
Q2 		$2.27M Buy
10,330
+604
+6% +$120K 0.6% 28
2025
Q1 		$1.66M Buy
9,726
+266
+3% +$57.7K 0.55% 29
2024
Q4 		$2.08M Sell
9,460
-228
-2% -$46.6K 0.62% 28
2024
Q3 		$1.81M Buy
9,688
+25
+0.3% +$4.56K 0.54% 31
2024
Q2 		$1.93M Sell
9,663
-235
-2% -$43.2K 0.62% 27
2024
Q1 		$1.84M Buy
9,898
+14
+0.1% +$2.34K 0.63% 25
2023
Q4 		$1.44M Sell
9,884
-506
-5% -$70.9K 0.54% 28
2023
Q3 		$1.35M Buy
10,390
+202
+2% +$27.1K 0.55% 27
2023
Q2 		$1.33M Sell
10,188
-14
-0.1% -$1.6K 0.52% 29
2023
Q1 		$1.05M Sell
10,202
-334
-3% -$32.3K 0.43% 31
2022
Q4 		$885K Sell
10,536
-466
-4% -$46K 0.3% 43
2022
Q3 		$1.26M Buy
11,002
+352
+3% +$44.5K 0.49% 27
2022
Q2 		$1.22M Buy
10,650
+230
+2% +$28.8K 0.49% 26
2022
Q1 		$1.7M Buy
10,420
+140
+1% +$21.6K 1.26% 13
2021
Q4 		$1.7M Sell
10,280
-880
-8% -$151K 0.66% 18
2021
Q3 		$1.88M Buy
11,160
+680
+6% +$117K 0.72% 17
2021
Q2 		$1.87M Buy
10,480
+140
+1% +$23.3K 0.83% 17
2021
Q1 		$1.77M Buy
10,340
+80
+0.8% +$12.7K 1.39% 14
2020
Q4 		$1.67M Buy
+10,260
New +$1.64M 1.47% 14

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

McLean Asset Management reduced its Amazon (AMZN) stake by 2.8% in Q2 2026, selling an estimated $81.3K and leaving 11,322 shares worth $3.07M. The position accounts for 0.41% of the portfolio, ranked #33.

McLean Asset Management first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • McLean Asset Management held 11,322 shares of Amazon worth $3.07M as of Q2 2026.
  • McLean Asset Management sold 324 Amazon shares in Q2 2026, an estimated $81.3K.
  • Amazon made up 0.41% of McLean Asset Management's portfolio in Q2 2026, its #33 holding.
  • McLean Asset Management first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.