Morton Capital Management
AMZN icon

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
Q3 		$4.82M Sell
19,326
-560
-3% -$142K 0.58% 21
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Morton Capital Management's AMZN Position: Q3 2026 in Review

Morton Capital Management reduced its Amazon (AMZN) stake by 2.8% in Q3 2026, selling an estimated $142K and leaving 19,326 shares worth $4.82M. The position accounts for 0.58% of the portfolio, ranked #21.

Morton Capital Management first reported a position in AMZN in Q4 2021 and has held it in 20 quarters since. 5,350 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Morton Capital Management held 19,326 shares of Amazon worth $4.82M as of Q3 2026.
  • Morton Capital Management sold 560 Amazon shares in Q3 2026, an estimated $142K.
  • Amazon made up 0.58% of Morton Capital Management's portfolio in Q3 2026, its #21 holding.
  • Morton Capital Management first reported a position in Amazon in Q4 2021 and has held it in 20 quarters since.
  • 5,350 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Morton Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.