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Mount Vernon Associates’s Amazon AMZN Stock Holding History

Mount Vernon Associates’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 		$9.67M Sell
40,561
-2,144
-5% -$538K 6.3% 3
2026
Q1 		$8.89M Buy
42,705
+90
+0.2% +$19.8K 6.28% 4
2025
Q4 		$9.84M Buy
42,615
+205
+0.5% +$46.9K 6.62% 4
2025
Q3 		$9.31M Sell
42,410
-810
-2% -$183K 6.5% 5
2025
Q2 		$9.48M Sell
43,220
-580
-1% -$115K 6.85% 5
2025
Q1 		$8.33M Sell
43,800
-330
-0.7% -$71.6K 6.8% 4
2024
Q4 		$9.68M Sell
44,130
-348
-0.8% -$71.2K 7.55% 3
2024
Q3 		$8.29M Buy
44,478
+1,245
+3% +$227K 6.58% 4
2024
Q2 		$8.36M Sell
43,233
-1,630
-4% -$299K 7.41% 4
2024
Q1 		$8.09M Sell
44,863
-372
-0.8% -$62.1K 6.87% 3
2023
Q4 		$6.87M Sell
45,235
-685
-1% -$96K 6.74% 4
2023
Q3 		$5.84M Buy
45,920
+180
+0.4% +$24.1K 6.45% 4
2023
Q2 		$5.96M Sell
45,740
-780
-2% -$89.1K 6.34% 3
2023
Q1 		$4.8M Sell
46,520
-1,065
-2% -$103K 5.68% 4
2022
Q4 		$4M Sell
47,585
-10
-0% -$988 5.13% 4
2022
Q3 		$5.38M Sell
47,595
-165
-0.3% -$20.9K 7.01% 3
2022
Q2 		$5.07M Hold
47,760
– – 6.18% 4
2022
Q1 		$7.79M Buy
47,760
+300
+0.6% +$46.4K 7.55% 2
2021
Q4 		$7.91M Sell
47,460
-300
-0.6% -$51.3K 6.85% 3
2021
Q3 		$7.84M Sell
47,760
-40
-0.1% -$6.9K 7.19% 2
2021
Q2 		$8.22M Sell
47,800
-700
-1% -$116K 7.53% 2
2021
Q1 		$7.5M Sell
48,500
-160
-0.3% -$25.4K 7.37% 2
2020
Q4 		$7.92M Sell
48,660
-1,240
-2% -$198K 8.33% 2
2020
Q3 		$7.86M Sell
49,900
-760
-2% -$120K 9.4% 2
2020
Q2 		$6.99M Sell
50,660
-560
-1% -$67.6K 9.04% 2
2020
Q1 		$4.99M Sell
51,220
-100
-0.2% -$9.68K 8.38% 2
2019
Q4 		$4.74M Sell
51,320
-160
-0.3% -$14.2K 6.46% 2
2019
Q3 		$4.47M Sell
51,480
-400
-0.8% -$37.1K 6.69% 2
2019
Q2 		$4.91M Sell
51,880
-2,840
-5% -$265K 7.31% 2
2019
Q1 		$4.87M Sell
54,720
-740
-1% -$61.6K 7.44% 2
2018
Q4 		$4.17M Buy
55,460
+1,400
+3% +$116K 7.33% 2
2018
Q3 		$5.41M Sell
54,060
-1,640
-3% -$154K 7.98% 2
2018
Q2 		$4.73M Sell
55,700
-1,400
-2% -$111K 7.38% 2
2018
Q1 		$4.13M Sell
57,100
-1,000
-2% -$71.5K 6.38% 2
2017
Q4 		$3.4M Sell
58,100
-2,000
-3% -$110K 5.12% 2
2017
Q3 		$2.89M Buy
60,100
+7,000
+13% +$344K 4.78% 2
2017
Q2 		$2.57M Sell
53,100
-100
-0.2% -$4.77K 4.61% 2
2017
Q1 		$2.36M Buy
53,200
+700
+1% +$29.2K 4.34% 3
2016
Q4 		$1.97M Buy
52,500
+3,500
+7% +$137K 3.87% 4
2016
Q3 		$2.05M Buy
49,000
+700
+1% +$26.8K 4.25% 2
2016
Q2 		$1.73M Hold
48,300
– – 3.69% 4
2016
Q1 		$1.43M Buy
48,300
+7,400
+18% +$210K 3.18% 6
2015
Q4 		$1.38M Hold
40,900
– – 3.03% 10
2015
Q3 		$1.05M Buy
40,900
+5,000
+14% +$126K 2.43% 16
2015
Q2 		$779K Hold
35,900
– – 1.68% 29
2015
Q1 		$668K Hold
35,900
– – 1.44% 35
2014
Q4 		$557K Buy
35,900
+1,400
+4% +$21.8K 1.28% 36
2014
Q3 		$556K Buy
34,500
+1,400
+4% +$23.3K 1.38% 36
2014
Q2 		$538K Buy
33,100
+12,100
+58% +$191K 1.37% 36
2014
Q1 		$353K Buy
+21,000
New +$390K 0.92% 43

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mirae Asset Global Investments
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

Mount Vernon Associates's AMZN Position: Q2 2026 in Review

Mount Vernon Associates reduced its Amazon (AMZN) stake by 5% in Q2 2026, selling an estimated $538K and leaving 40,561 shares worth $9.67M. The position accounts for 6.3% of the portfolio, ranked #3.

Mount Vernon Associates first reported a position in AMZN in Q1 2014 and has held it in 50 quarters since. The position peaked at $9.84M in Q4 2025. 2,759 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Mount Vernon Associates held 40,561 shares of Amazon worth $9.67M as of Q2 2026.
  • Mount Vernon Associates sold 2,144 Amazon shares in Q2 2026, an estimated $538K.
  • Amazon made up 6.3% of Mount Vernon Associates's portfolio in Q2 2026, its #3 holding.
  • Mount Vernon Associates first reported a position in Amazon in Q1 2014 and has held it in 50 quarters since.
  • Mount Vernon Associates's Amazon position peaked at $9.84M in Q4 2025.
  • 2,759 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Mount Vernon Associates's 13F filing for Q2 2026, filed 24 Jul 2026.