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Mountain Capital Investment Advisors’s Amazon AMZN Stock Holding History

Mountain Capital Investment Advisors’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
2020
Q2 		– Sell
-22,000
Closed -$112K – 50
2020
Q1 		$112K Buy
+22,000
New +$2.13M 0.06% 44

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Mountain Capital Investment Advisors's AMZN Position: Q2 2026 in Review

Mountain Capital Investment Advisors reduced its Amazon (AMZN) stake by 4.4% in Q2 2026, selling an estimated $76.1K and leaving 6,595 shares worth $1.57M. The position accounts for 0.22% of the portfolio, ranked #19.

Mountain Capital Investment Advisors first reported a position in AMZN in Q2 2017 and has held it in 35 quarters since. The position peaked at $6.46M in Q2 2022. 3,954 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Mountain Capital Investment Advisors held 6,595 shares of Amazon worth $1.57M as of Q2 2026.
  • Mountain Capital Investment Advisors sold 303 Amazon shares in Q2 2026, an estimated $76.1K.
  • Amazon made up 0.22% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • Mountain Capital Investment Advisors first reported a position in Amazon in Q2 2017 and has held it in 35 quarters since.
  • Mountain Capital Investment Advisors's Amazon position peaked at $6.46M in Q2 2022.
  • 3,954 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.