MF
AMZN icon

Montis Financial’s Amazon AMZN Stock Holding History

Montis Financial’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
Q1 		$1.55M Buy
7,456
+47
+0.6% +$10.3K 0.32% 47
2025
Q4 		$1.71M Buy
7,409
+711
+11% +$163K 0.34% 45
2025
Q3 		$1.47M Sell
6,698
-559
-8% -$127K 0.34% 49
2025
Q2 		$1.59M Sell
7,257
-237
-3% -$46.9K 0.44% 36
2025
Q1 		$1.43M Sell
7,494
-1,462
-16% -$317K 0.42% 42
2024
Q4 		$1.96M Buy
8,956
+1,305
+17% +$267K 0.61% 30
2024
Q3 		$1.43M Buy
7,651
+2,162
+39% +$394K 0.51% 32
2024
Q2 		$1.06M Hold
5,489
– – 0.49% 30
2024
Q1 		$990K Sell
5,489
-837
-13% -$140K 0.47% 30
2023
Q4 		$961K Sell
6,326
-480
-7% -$67.3K 0.57% 26
2023
Q3 		$865K Sell
6,806
-809
-11% -$108K 0.58% 23
2023
Q2 		$993K Sell
7,615
-10
-0.1% -$1.14K 0.65% 19
2023
Q1 		$788K Sell
7,625
-5,551
-42% -$536K 0.61% 22
2022
Q4 		$1.11M Buy
13,176
+637
+5% +$62.9K 0.94% 15
2022
Q3 		$1.42M Buy
12,539
+1,409
+13% +$178K 1.37% 13
2022
Q2 		$1.18M Sell
11,130
-1,050
-9% -$131K 1.11% 15
2022
Q1 		$1.99M Sell
12,180
-340
-3% -$52.5K 1.55% 13
2021
Q4 		$2.09M Sell
12,520
-420
-3% -$71.9K 1.51% 13
2021
Q3 		$2.06M Buy
12,940
+1,040
+9% +$179K 1.75% 12
2021
Q2 		$2.05M Sell
11,900
-580
-5% -$96.4K 1.7% 11
2021
Q1 		$1.97M Sell
12,480
-80
-0.6% -$12.7K 1.84% 10
2020
Q4 		$2.03M Buy
+12,560
New +$2M 2.03% 9

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Montis Financial's AMZN Position: Q1 2026 in Review

Montis Financial increased its Amazon (AMZN) stake by 0.63% in Q1 2026, buying an estimated $10.3K and bringing the position to 7,456 shares worth $1.55M. The position accounts for 0.32% of the portfolio, ranked #47.

Montis Financial first reported a position in AMZN in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.09M in Q4 2021. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • Montis Financial held 7,456 shares of Amazon worth $1.55M as of Q1 2026.
  • Montis Financial bought 47 Amazon shares in Q1 2026, an estimated $10.3K.
  • Amazon made up 0.32% of Montis Financial's portfolio in Q1 2026, its #47 holding.
  • Montis Financial first reported a position in Amazon in Q4 2020 and has held it in 22 quarters since.
  • Montis Financial's Amazon position peaked at $2.09M in Q4 2021.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.