MIM
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Montgomery Investment Management’s Amazon AMZN Stock Holding History

Montgomery Investment 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 		$740K Hold
3,103
– – 0.22% 66
2026
Q1 		$646K Buy
3,103
+496
+19% +$109K 0.22% 62
2025
Q4 		$602K Hold
2,607
– – 0.22% 62
2025
Q3 		$572K Buy
2,607
+7
+0.3% +$1.58K 0.2% 62
2025
Q2 		$570K Hold
2,600
– – 0.22% 60
2025
Q1 		$495K Buy
2,600
+500
+24% +$109K 0.2% 60
2024
Q4 		$461K Hold
2,100
– – 0.18% 66
2024
Q3 		$391K Hold
2,100
– – 0.14% 67
2024
Q2 		$406K Hold
2,100
– – 0.16% 64
2024
Q1 		$379K Sell
2,100
-200
-9% -$33.4K 0.14% 66
2023
Q4 		$349K Hold
2,300
– – 0.11% 75
2023
Q3 		$292K Hold
2,300
– – 0.1% 74
2023
Q2 		$300K Hold
2,300
– – 0.1% 74
2023
Q1 		$238K Buy
+2,300
New +$222K 0.08% 75
2022
Q4 		– Sell
-2,300
Closed -$260K – 82
2022
Q3 		$260K Hold
2,300
– – 0.11% 73
2022
Q2 		$244K Hold
2,300
– – 0.1% 71
2022
Q1 		$375K Hold
2,300
– – 0.13% 67
2021
Q4 		$383K Hold
2,300
– – 0.13% 67
2021
Q3 		$378K Hold
2,300
– – 0.14% 68
2021
Q2 		$396K Hold
2,300
– – 0.15% 68
2021
Q1 		$356K Hold
2,300
– – 0.14% 68
2020
Q4 		$375K Hold
2,300
– – 0.17% 63
2020
Q3 		$362K Hold
2,300
– – 0.19% 61
2020
Q2 		$317K Buy
2,300
+200
+10% +$24.2K 0.17% 67
2020
Q1 		$205K Buy
+2,100
New +$203K 0.13% 76
2018
Q4 		– Sell
-2,100
Closed -$210K – 91
2018
Q3 		$210K Buy
+2,100
New +$197K 0.09% 90

Other funds holding AMZN

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Montgomery Investment Management's AMZN Position: Q2 2026 in Review

Montgomery Investment Management held its Amazon (AMZN) position steady in Q2 2026 at 3,103 shares worth $740K. The position accounts for 0.22% of the portfolio, ranked #66.

Montgomery Investment Management first reported a position in AMZN in Q3 2018 and has held it in 26 quarters since. 1,053 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Montgomery Investment Management held 3,103 shares of Amazon worth $740K as of Q2 2026.
  • Montgomery Investment Management left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 0.22% of Montgomery Investment Management's portfolio in Q2 2026, its #66 holding.
  • Montgomery Investment Management first reported a position in Amazon in Q3 2018 and has held it in 26 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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