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Monarch Capital Management’s Amazon AMZN Stock Holding History

Monarch 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 		$1.48M Buy
6,216
+542
+10% +$136K 0.34% 71
2026
Q1 		$1.18M Buy
5,674
+2,428
+75% +$535K 0.29% 71
2025
Q4 		$749K Buy
3,246
+435
+15% +$99.5K 0.18% 82
2025
Q3 		$617K Buy
2,811
+293
+12% +$66.3K 0.15% 89
2025
Q2 		$552K Buy
2,518
+554
+28% +$110K 0.15% 90
2025
Q1 		$374K Buy
1,964
+137
+7% +$29.7K 0.1% 99
2024
Q4 		$401K Buy
1,827
+2
+0.1% +$409 0.11% 96
2024
Q3 		$340K Buy
1,825
+50
+3% +$9.12K 0.09% 103
2024
Q2 		$343K Sell
1,775
-107
-6% -$19.7K 0.1% 100
2024
Q1 		$339K Buy
1,882
+542
+40% +$90.5K 0.1% 99
2023
Q4 		$204K Buy
+1,340
New +$188K 0.06% 111
2022
Q2 		– Sell
-1,500
Closed -$244K – 122
2022
Q1 		$244K Hold
1,500
– – 0.06% 113
2021
Q4 		$250K Sell
1,500
-40
-3% -$6.85K 0.06% 113
2021
Q3 		$253K Buy
1,540
+100
+7% +$17.2K 0.07% 108
2021
Q2 		$248K Buy
1,440
+100
+7% +$16.6K 0.07% 106
2021
Q1 		$207K Sell
1,340
-100
-7% -$15.9K 0.06% 108
2020
Q4 		$234K Buy
1,440
+40
+3% +$6.38K 0.07% 99
2020
Q3 		$220K Buy
+1,400
New +$221K 0.08% 95

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Monarch Capital Management increased its Amazon (AMZN) stake by 9.6% in Q2 2026, buying an estimated $136K and bringing the position to 6,216 shares worth $1.48M. The position accounts for 0.34% of the portfolio, ranked #71.

Monarch Capital Management first reported a position in AMZN in Q3 2020 and has held it in 18 quarters since. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Monarch Capital Management held 6,216 shares of Amazon worth $1.48M as of Q2 2026.
  • Monarch Capital Management bought 542 Amazon shares in Q2 2026, an estimated $136K.
  • Amazon made up 0.34% of Monarch Capital Management's portfolio in Q2 2026, its #71 holding.
  • Monarch Capital Management first reported a position in Amazon in Q3 2020 and has held it in 18 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.