Morningstar Investment Services’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.13M | Sell |
32,222
-47,111
| -59% | -$10.2M | 1.12% | 18 |
|
|
2024
Q4 | $17.4M | Sell |
79,333
-942,522
| -92% | -$193M | 1.58% | 12 |
|
|
2024
Q3 | $192M | Buy |
1,021,855
+95,475
| +10% | +$17.4M | 1.96% | 7 |
|
|
2024
Q2 | $183M | Buy |
926,380
+5,605
| +0.6% | +$1.03M | 1.99% | 8 |
|
|
2024
Q1 | $166M | Sell |
920,775
-931,606
| -50% | -$156M | 1.82% | 9 |
|
|
2023
Q4 | $284M | Buy |
1,852,381
+921,188
| +99% | +$129M | 1.6% | 15 |
|
|
2023
Q3 | $117M | Buy |
931,193
+831
| +0.1% | +$111K | 1.5% | 15 |
|
|
2023
Q2 | $119M | Sell |
930,362
-16,415
| -2% | -$1.87M | 1.53% | 14 |
|
|
2023
Q1 | $96.2M | Buy |
946,777
+263,935
| +39% | +$25.5M | 1.29% | 19 |
|
|
2022
Q4 | $58.3M | Sell |
682,842
-26,001
| -4% | -$2.57M | 0.79% | 33 |
|
|
2022
Q3 | $78.7M | Sell |
708,843
-47,618
| -6% | -$6.02M | 1.11% | 22 |
|
|
2022
Q2 | $82.1M | Sell |
756,461
-29,879
| -4% | -$3.74M | 1.1% | 27 |
|
|
2022
Q1 | $131M | Buy |
786,340
+21,920
| +3% | +$3.39M | 1.46% | 19 |
|
|
2021
Q4 | $128M | Buy |
764,420
+140,780
| +23% | +$24.1M | 1.42% | 20 |
|
|
2021
Q3 | $103M | Buy |
623,640
+19,760
| +3% | +$3.41M | 1.22% | 22 |
|
|
2021
Q2 | $104M | Buy |
603,880
+48,880
| +9% | +$8.12M | 1.25% | 22 |
|
|
2021
Q1 | $84.8M | Buy |
555,000
+79,200
| +17% | +$12.6M | 1.11% | 24 |
|
|
2020
Q4 | $77.5M | Buy |
475,800
+16,960
| +4% | +$2.71M | 1.08% | 26 |
|
|
2020
Q3 | $72.2M | Buy |
458,840
+14,560
| +3% | +$2.3M | 1.12% | 26 |
|
|
2020
Q2 | $59.5M | Buy |
444,280
+17,760
| +4% | +$2.15M | 0.98% | 27 |
|
|
2020
Q1 | $41.9M | Buy |
426,520
+9,860
| +2% | +$954K | 0.76% | 34 |
|
|
2019
Q4 | $38.5M | Buy |
416,660
+12,640
| +3% | +$1.12M | 0.6% | 46 |
|
|
2019
Q3 | $35M | Buy |
404,020
+15,540
| +4% | +$1.44M | 0.59% | 50 |
|
|
2019
Q2 | $36.8M | Sell |
388,480
-57,380
| -13% | -$5.34M | 0.6% | 49 |
|
|
2019
Q1 | $39.7M | Buy |
445,860
+439,840
| +7,306% | +$36.6M | 0.68% | 42 |
|
|
2018
Q4 | $452K | Buy |
6,020
+460
| +8% | +$38.2K | 0.01% | 155 |
|
|
2018
Q3 | $557K | Buy |
5,560
+740
| +15% | +$69.6K | 0.01% | 154 |
|
|
2018
Q2 | $410K | Sell |
4,820
-3,400
| -41% | -$270K | 0.01% | 164 |
|
|
2018
Q1 | $595K | Buy |
8,220
+700
| +9% | +$50.1K | 0.01% | 151 |
|
|
2017
Q4 | $440K | Buy |
7,520
+180
| +2% | +$9.9K | 0.01% | 162 |
|
|
2017
Q3 | $353K | Buy |
7,340
+100
| +1% | +$4.91K | 0.01% | 165 |
|
|
2017
Q2 | $350K | Sell |
7,240
-1,940
| -21% | -$92.6K | 0.01% | 160 |
|
|
2017
Q1 | $407K | Sell |
9,180
-560
| -6% | -$23.3K | 0.01% | 151 |
|
|
2016
Q4 | $365K | Sell |
9,740
-32,000
| -77% | -$1.25M | 0.01% | 157 |
|
|
2016
Q3 | $1.75M | Sell |
41,740
-3,240
| -7% | -$124K | 0.05% | 148 |
|
|
2016
Q2 | $1.63M | Buy |
44,980
+34,920
| +347% | +$1.18M | 0.05% | 147 |
|
|
2016
Q1 | $299K | Sell |
10,060
-1,640
| -14% | -$46.5K | 0.01% | 190 |
|
|
2015
Q4 | $395K | Buy |
11,700
+1,000
| +9% | +$31.5K | 0.02% | 183 |
|
|
2015
Q3 | $274K | Sell |
10,700
-1,120
| -9% | -$28.3K | 0.01% | 192 |
|
|
2015
Q2 | $257K | Hold |
11,820
| – | – | 0.01% | 197 |
|
|
2015
Q1 | $220K | Sell |
11,820
-175,060
| -94% | -$3.08M | 0.01% | 201 |
|
|
2014
Q4 | $2.9M | Buy |
186,880
+40,980
| +28% | +$638K | 0.14% | 116 |
|
|
2014
Q3 | $2.35M | Buy |
145,900
+6,120
| +4% | +$102K | 0.12% | 123 |
|
|
2014
Q2 | $2.27M | Buy |
+139,780
| New | +$2.21M | 0.13% | 118 |
|
Other funds holding AMZN
Morningstar Investment Services's AMZN Position: Q1 2025 in Review
Morningstar Investment Services reduced its Amazon (AMZN) stake by 59% in Q1 2025, selling an estimated $10.2M and leaving 32,222 shares worth $6.13M. The position accounts for 1.12% of the portfolio, ranked #18.
Morningstar Investment Services first reported a position in AMZN in Q2 2014 and has held it in 44 quarters since. The position peaked at $284M in Q4 2023. 5,469 funds tracked by Wall St. Rank hold AMZN as of Q1 2025.
- Morningstar Investment Services held 32,222 shares of Amazon worth $6.13M as of Q1 2025.
- Morningstar Investment Services sold 47,111 Amazon shares in Q1 2025, an estimated $10.2M.
- Amazon made up 1.12% of Morningstar Investment Services's portfolio in Q1 2025, its #18 holding.
- Morningstar Investment Services first reported a position in Amazon in Q2 2014 and has held it in 44 quarters since.
- Morningstar Investment Services's Amazon position peaked at $284M in Q4 2023.
- 5,469 funds tracked by Wall St. Rank held Amazon as of Q1 2025.
Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.