Narwhal Capital Management’s Amazon AMZN Stock Holding History

Narwhal 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	$54.3M	Buy	227,622 +6,875	+3%	+$1.73M	3.75%	6
2026 Q1	$46M	Buy	220,747 +4,141	+2%	+$912K	3.39%	7
2025 Q4	$50M	Buy	216,606 +4,854	+2%	+$1.11M	3.63%	7
2025 Q3	$46.5M	Sell	211,752 -1,479	-0.7%	-$335K	3.44%	7
2025 Q2	$46.8M	Buy	213,231 +2,458	+1%	+$486K	3.76%	6
2025 Q1	$40.1M	Buy	210,773 +3,415	+2%	+$741K	3.57%	6
2024 Q4	$45.5M	Sell	207,358 -2,845	-1%	-$582K	4.02%	6
2024 Q3	$39.2M	Buy	210,203 +12,621	+6%	+$2.3M	3.52%	6
2024 Q2	$38.2M	Buy	197,582 +5,209	+3%	+$957K	3.61%	6
2024 Q1	$34.7M	Buy	192,373 +5,254	+3%	+$877K	3.4%	6
2023 Q4	$28.4M	Buy	187,119 +2,880	+2%	+$404K	3.11%	5
2023 Q3	$23.4M	Buy	184,239 +4,245	+2%	+$569K	2.86%	7
2023 Q2	$23.5M	Buy	179,994 +1,901	+1%	+$217K	2.76%	8
2023 Q1	$18.4M	Buy	178,093 +1,043	+0.6%	+$101K	2.3%	8
2022 Q4	$14.9M	Sell	177,050 -3,328	-2%	-$329K	1.98%	11
2022 Q3	$20.4M	Sell	180,378 -8,336	-4%	-$1.05M	2.95%	8
2022 Q2	$20M	Buy	188,714 +514	+0.3%	+$64.3K	2.75%	8
2022 Q1	$30.7M	Buy	188,200 +21,260	+13%	+$3.28M	3.59%	5
2021 Q4	$27.8M	Sell	166,940 -120	-0.1%	-$20.5K	3.17%	6
2021 Q3	$27.4M	Buy	167,060 +15,660	+10%	+$2.7M	3.46%	5
2021 Q2	$26M	Buy	151,400 +2,320	+2%	+$386K	3.29%	5
2021 Q1	$23.1M	Buy	149,080 +3,020	+2%	+$479K	3.12%	6
2020 Q4	$23.8M	Buy	146,060 +19,240	+15%	+$3.07M	3.37%	5
2020 Q3	$20M	Buy	126,820 +3,080	+2%	+$486K	3.22%	6
2020 Q2	$17.1M	Buy	123,740 +14,160	+13%	+$1.71M	2.96%	6
2020 Q1	$10.7M	Buy	109,580 +35,320	+48%	+$3.42M	2.3%	8
2019 Q4	$6.86M	Sell	74,260 -7,500	-9%	-$664K	1.26%	26
2019 Q3	$7.1M	Buy	81,760 +7,460	+10%	+$692K	1.43%	20
2019 Q2	$7.04M	Buy	74,300 +9,080	+14%	+$846K	1.46%	19
2019 Q1	$5.81M	Buy	65,220 +540	+0.8%	+$44.9K	1.26%	25
2018 Q4	$4.86M	Buy	64,680 +7,880	+14%	+$655K	1.2%	29
2018 Q3	$5.69M	Buy	56,800 +5,640	+11%	+$530K	1.25%	21
2018 Q2	$4.35M	Buy	51,160 +2,000	+4%	+$159K	1.01%	30
2018 Q1	$3.56M	Buy	49,160 +3,940	+9%	+$282K	0.83%	43
2017 Q4	$2.64M	Buy	45,220 +1,500	+3%	+$82.5K	0.61%	61
2017 Q3	$2.1M	Buy	43,720 +6,800	+18%	+$334K	0.52%	67
2017 Q2	$1.79M	Buy	36,920 +5,600	+18%	+$267K	0.46%	73
2017 Q1	$1.39M	Hold	31,320	–	–	0.39%	81
2016 Q4	$1.17M	Hold	31,320	–	–	0.35%	81
2016 Q3	$1.31M	Hold	31,320	–	–	0.41%	76
2016 Q2	$1.12M	Buy	31,320 +5,200	+20%	+$176K	0.35%	84
2016 Q1	$775K	Hold	26,120	–	–	0.25%	96
2015 Q4	$883K	Hold	26,120	–	–	0.31%	83
2015 Q3	$669K	Hold	26,120	–	–	0.25%	98
2015 Q2	$567K	Hold	26,120	–	–	0.21%	111
2015 Q1	$486K	Buy	26,120 +520	+2%	+$9.14K	0.18%	111
2014 Q4	$397K	Hold	25,600	–	–	0.15%	115
2014 Q3	$413K	Sell	25,600 -200	-0.8%	-$3.33K	0.17%	123
2014 Q2	$419K	Hold	25,800	–	–	0.16%	124
2014 Q1	$434K	Hold	25,800	–	–	0.18%	118
2013 Q4	$514K	Sell	25,800 -34,700	-57%	-$624K	0.21%	116
2013 Q3	$946K	Sell	60,500 -2,000	-3%	-$29.8K	0.45%	83
2013 Q2	$868K	Buy	+62,500	New	+$833K	0.42%	91

Other funds holding AMZN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Narwhal Capital Management increased its Amazon (AMZN) stake by 3.1% in Q2 2026, buying an estimated $1.73M and bringing the position to 227,622 shares worth $54.3M. The position accounts for 3.75% of the portfolio, ranked #6.

Narwhal Capital Management first reported a position in AMZN in Q2 2013 and has held it in 53 quarters since. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Narwhal Capital Management held 227,622 shares of Amazon worth $54.3M as of Q2 2026.
Narwhal Capital Management bought 6,875 Amazon shares in Q2 2026, an estimated $1.73M.
Amazon made up 3.75% of Narwhal Capital Management's portfolio in Q2 2026, its #6 holding.
Narwhal Capital Management first reported a position in Amazon in Q2 2013 and has held it in 53 quarters since.
2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.