MAM
AMZN icon

Milestone Asset Management’s Amazon AMZN Stock Holding History

Milestone 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 		$611K Sell
2,563
-284
-10% -$71.3K 0.1% 172
2026
Q1 		$593K Buy
2,847
+1,142
+67% +$251K 0.11% 161
2025
Q4 		$394K Buy
1,705
+195
+13% +$44.6K 0.07% 167
2025
Q3 		$332K Buy
1,510
+18
+1% +$4.07K 0.06% 185
2025
Q2 		$327K Sell
1,492
-2,787
-65% -$552K 0.07% 171
2025
Q1 		$814K Buy
4,279
+250
+6% +$54.3K 0.17% 101
2024
Q4 		$884K Sell
4,029
-223
-5% -$45.6K 0.19% 116
2024
Q3 		$792K Buy
4,252
+406
+11% +$74.1K 0.18% 104
2024
Q2 		$743K Buy
3,846
+472
+14% +$86.7K 0.19% 105
2024
Q1 		$609K Buy
3,374
+1,284
+61% +$214K 0.17% 93
2023
Q4 		$318K Buy
2,090
+153
+8% +$21.4K 0.1% 52
2023
Q3 		$251K Buy
1,937
+311
+19% +$41.7K 0.09% 69
2023
Q2 		$212K Sell
1,626
-325
-17% -$37.1K 0.09% 60
2023
Q1 		$202K Buy
+1,951
New +$188K 0.12% 73

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

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

Milestone Asset Management reduced its Amazon (AMZN) stake by 10% in Q2 2026, selling an estimated $71.3K and leaving 2,563 shares worth $611K. The position accounts for 0.1% of the portfolio, ranked #172.

Milestone Asset Management first reported a position in AMZN in Q1 2023 and has held it in 14 quarters since. The position peaked at $884K in Q4 2024. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Milestone Asset Management held 2,563 shares of Amazon worth $611K as of Q2 2026.
  • Milestone Asset Management sold 284 Amazon shares in Q2 2026, an estimated $71.3K.
  • Amazon made up 0.1% of Milestone Asset Management's portfolio in Q2 2026, its #172 holding.
  • Milestone Asset Management first reported a position in Amazon in Q1 2023 and has held it in 14 quarters since.
  • Milestone Asset Management's Amazon position peaked at $884K in Q4 2024.
  • 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.