Mendel Capital Management’s Amazon AMZN Stock Holding History

Mendel Capital 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	$1.2M	Sell	5,046 -519	-9%	-$130K	0.54%	45
2026 Q1	$1.16M	Buy	+5,565	New	+$1.23M	0.58%	44
2025 Q3	$1.24M	Sell	5,665 -211	-4%	-$47.8K	0.65%	41
2025 Q2	$1.29M	Sell	5,876 -50	-0.8%	-$9.89K	0.74%	33
2025 Q1	$1.13M	Buy	5,926 +106	+2%	+$23K	0.68%	40
2024 Q4	$1.28M	Buy	5,820 +155	+3%	+$31.7K	0.77%	31
2024 Q3	$1.06M	Sell	5,665 -312	-5%	-$56.9K	0.65%	40
2024 Q2	$1.16M	Buy	5,977 +3,020	+102%	+$555K	0.75%	35
2024 Q1	$533K	Buy	2,957 +7	+0.2%	+$1.17K	0.35%	58
2023 Q4	$448K	Sell	2,950 -240	-8%	-$33.6K	0.32%	63
2023 Q3	$406K	Sell	3,190 -4	-0.1%	-$536	0.33%	61
2023 Q2	$416K	Buy	3,194 +707	+28%	+$80.7K	0.33%	60
2023 Q1	$257K	Buy	+2,487	New	+$240K	0.23%	71

Other funds holding AMZN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Mendel Capital Management's AMZN Position: Q2 2026 in Review

Mendel Capital Management reduced its Amazon (AMZN) stake by 9.3% in Q2 2026, selling an estimated $130K and leaving 5,046 shares worth $1.2M. The position accounts for 0.54% of the portfolio, ranked #45.

Mendel Capital Management first reported a position in AMZN in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.29M in Q2 2025. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Mendel Capital Management held 5,046 shares of Amazon worth $1.2M as of Q2 2026.
Mendel Capital Management sold 519 Amazon shares in Q2 2026, an estimated $130K.
Amazon made up 0.54% of Mendel Capital Management's portfolio in Q2 2026, its #45 holding.
Mendel Capital Management first reported a position in Amazon in Q1 2023 and has held it in 13 quarters since.
Mendel Capital Management's Amazon position peaked at $1.29M in Q2 2025.
2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.