Morningstar Investment Management’s Amazon AMZN Stock Holding History

Morningstar 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	$12.8M	Hold	61,551	–	–	0.79%	20
2026 Q1	$12.8M	Buy	61,551 +9,175	+18%	+$2.02M	0.79%	20
2025 Q4	$12.1M	Sell	52,376 -129,194	-71%	-$29.6M	0.71%	20
2025 Q3	$39.9M	Buy	181,570 +110,020	+154%	+$24.9M	1.47%	10
2025 Q2	$15.7M	Hold	71,550	–	–	1.38%	16
2025 Q1	$13.6M	Sell	71,550 -6,847	-9%	-$1.49M	1.16%	18
2024 Q4	$17.2M	Buy	78,397 +19,364	+33%	+$3.96M	1.36%	16
2024 Q3	$11.1M	Buy	59,033 +9,222	+19%	+$1.68M	1.1%	16
2024 Q2	$9.63M	Sell	49,811 -42,857	-46%	-$7.87M	1.01%	15
2024 Q1	$16.7M	Hold	92,668	–	–	1.81%	12
2023 Q4	$14.1M	Hold	92,668	–	–	1.62%	12
2023 Q3	$11.8M	Hold	92,668	–	–	1.62%	13
2023 Q2	$12.1M	Sell	92,668 -93,848	-50%	-$10.7M	1.6%	16
2023 Q1	$19.3M	Sell	186,516 -3,023	-2%	-$292K	2.83%	14
2022 Q4	$15.9M	Buy	189,539 +7,719	+4%	+$762K	2.69%	13
2022 Q3	$20.5M	Hold	181,820	–	–	3.89%	9
2022 Q2	$19.3M	Buy	181,820 +76,380	+72%	+$9.56M	3.67%	10
2022 Q1	$17.2M	Buy	105,440 +42,020	+66%	+$6.49M	3.22%	9
2021 Q4	$10.6M	Buy	+63,420	New	+$10.9M	1.6%	21

Other funds holding AMZN

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Morningstar Investment Management held its Amazon (AMZN) position steady in Q2 2026 at 61,551 shares worth $12.8M. The position accounts for 0.79% of the portfolio, ranked #20.

Morningstar Investment Management first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $39.9M in Q3 2025. 2,612 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Morningstar Investment Management held 61,551 shares of Amazon worth $12.8M as of Q2 2026.
Morningstar Investment Management left its Amazon share count unchanged in Q2 2026.
Amazon made up 0.79% of Morningstar Investment Management's portfolio in Q2 2026, its #20 holding.
Morningstar Investment Management first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
Morningstar Investment Management's Amazon position peaked at $39.9M in Q3 2025.
2,612 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.