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Morton Capital Management’s Amazon AMZN Stock Holding History

Morton 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 		$4.74M Buy
19,886
+521
+3% +$131K 0.65% 18
2026
Q1 		$4.03M Sell
19,365
-144
-0.7% -$31.7K 0.6% 18
2025
Q4 		$4.5M Buy
19,509
+174
+0.9% +$39.8K 0.69% 17
2025
Q3 		$4.25M Sell
19,335
-284
-1% -$64.3K 0.7% 17
2025
Q2 		$4.3M Buy
19,619
+483
+3% +$95.6K 0.76% 16
2025
Q1 		$3.64M Buy
19,136
+662
+4% +$144K 0.7% 16
2024
Q4 		$4.05M Sell
18,474
-240
-1% -$49.1K 0.76% 15
2024
Q3 		$3.49M Buy
18,714
+2,374
+15% +$433K 0.69% 14
2024
Q2 		$3.16M Sell
16,340
-567
-3% -$104K 0.75% 14
2024
Q1 		$3.05M Buy
16,907
+260
+2% +$43.4K 0.82% 14
2023
Q4 		$2.53M Buy
16,647
+57
+0.3% +$7.99K 0.75% 16
2023
Q3 		$2.11M Sell
16,590
-215
-1% -$28.8K 0.75% 13
2023
Q2 		$2.19M Buy
16,805
+104
+0.6% +$11.9K 0.75% 15
2023
Q1 		$1.73M Sell
16,701
-2,082
-11% -$201K 0.61% 16
2022
Q4 		$1.58M Buy
18,783
+6,813
+57% +$673K 0.62% 18
2022
Q3 		$1.35M Sell
11,970
-190
-2% -$24K 0.62% 15
2022
Q2 		$1.29M Sell
12,160
-2,900
-19% -$363K 0.56% 19
2022
Q1 		$2.45M Sell
15,060
-280
-2% -$43.3K 1.01% 9
2021
Q4 		$2.56M Buy
+15,340
New +$2.63M 1.03% 10

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Morton Capital Management increased its Amazon (AMZN) stake by 2.7% in Q2 2026, buying an estimated $131K and bringing the position to 19,886 shares worth $4.74M. The position accounts for 0.65% of the portfolio, ranked #18.

Morton Capital Management first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. 1,811 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Morton Capital Management held 19,886 shares of Amazon worth $4.74M as of Q2 2026.
  • Morton Capital Management bought 521 Amazon shares in Q2 2026, an estimated $131K.
  • Amazon made up 0.65% of Morton Capital Management's portfolio in Q2 2026, its #18 holding.
  • Morton Capital Management first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • 1,811 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.