NIM
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NEOS Investment Management’s Amazon AMZN Stock Holding History

NEOS Investment 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
Q1 		$739M Buy
3,548,690
+575,242
+19% +$127M 3.74% 4
2025
Q4 		$686M Buy
2,973,448
+684,111
+30% +$157M 3.97% 4
2025
Q3 		$503M Buy
2,289,337
+864,343
+61% +$196M 3.76% 4
2025
Q2 		$313M Buy
1,424,994
+390,316
+38% +$77.2M 3.87% 4
2025
Q1 		$197M Buy
1,034,678
+258,020
+33% +$56M 3.73% 4
2024
Q4 		$170M Buy
776,658
+181,577
+31% +$37.1M 4.01% 4
2024
Q3 		$111M Buy
595,081
+105,669
+22% +$19.3M 3.35% 4
2024
Q2 		$94.6M Buy
489,412
+127,938
+35% +$23.5M 3.9% 4
2024
Q1 		$65.2M Buy
361,474
+101,181
+39% +$16.9M 4.04% 4
2023
Q4 		$39.5M Buy
260,293
+7,616
+3% +$1.07M 3.74% 3
2023
Q3 		$32.1M Buy
+252,677
New +$33.9M 4.1% 3

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

NEOS Investment Management's AMZN Position: Q1 2026 in Review

NEOS Investment Management increased its Amazon (AMZN) stake by 19% in Q1 2026, buying an estimated $127M and bringing the position to 3,548,690 shares worth $739M. The position accounts for 3.74% of the portfolio, ranked #4.

NEOS Investment Management first reported a position in AMZN in Q3 2023 and has held it in 11 quarters since. 5,986 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • NEOS Investment Management held 3,548,690 shares of Amazon worth $739M as of Q1 2026.
  • NEOS Investment Management bought 575,242 Amazon shares in Q1 2026, an estimated $127M.
  • Amazon made up 3.74% of NEOS Investment Management's portfolio in Q1 2026, its #4 holding.
  • NEOS Investment Management first reported a position in Amazon in Q3 2023 and has held it in 11 quarters since.
  • 5,986 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.