Menlo Advisors’s Amazon AMZN Stock Holding History

Menlo Advisors’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
2025 Q2	$219K	Buy	+1,000	New	+$198K	0.12%	28
2025 Q1	–	Sell	-1,000	Closed	-$219K	–	28
2024 Q4	$219K	Buy	+1,000	New	+$205K	0.11%	28

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Menlo Advisors's AMZN Position: Q2 2025 in Review

Menlo Advisors opened a new position in Amazon (AMZN) in Q2 2025: 1,000 shares worth $219K. The stake represents 0.12% of the portfolio and ranks #28 among its holdings. This is a return to the name: Menlo Advisors previously reported a position in AMZN as recently as Q4 2024.

Menlo Advisors first reported a position in AMZN in Q4 2024 and has held it in 2 quarters since. 5,544 funds tracked by Wall St. Rank hold AMZN as of Q2 2025.

Menlo Advisors held 1,000 shares of Amazon worth $219K as of Q2 2025.
Amazon was a new Menlo Advisors position in Q2 2025.
Amazon made up 0.12% of Menlo Advisors's portfolio in Q2 2025, its #28 holding.
Menlo Advisors first reported a position in Amazon in Q4 2024 and has held it in 2 quarters since.
5,544 funds tracked by Wall St. Rank held Amazon as of Q2 2025.

Based on Menlo Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.