Neumann Capital Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $3.66M | Buy |
+14,698
| New | +$3.73M | 0.94% | 28 |
|
|
2026
Q2 | – | Sell |
-13,000
| Closed | -$2.71M | – | 62 |
|
|
2026
Q1 | $2.71M | Buy |
13,000
+56
| +0.4% | +$12.3K | 0.8% | 34 |
|
|
2025
Q4 | $2.99M | Buy |
12,944
+2,000
| +18% | +$458K | 0.86% | 31 |
|
|
2025
Q3 | $2.4M | Hold |
10,944
| – | – | 0.7% | 36 |
|
|
2025
Q2 | $2.4M | Sell |
10,944
-96
| -0.9% | -$19K | 0.76% | 33 |
|
|
2025
Q1 | $2.1M | Buy |
11,040
+1,800
| +19% | +$391K | 0.73% | 39 |
|
|
2024
Q4 | $2.03M | Buy |
9,240
+200
| +2% | +$40.9K | 0.67% | 38 |
|
|
2024
Q3 | $1.68M | Sell |
9,040
-1,600
| -15% | -$292K | 0.56% | 46 |
|
|
2024
Q2 | $2.06M | Hold |
10,640
| – | – | 0.71% | 39 |
|
|
2024
Q1 | $1.92M | Buy |
10,640
+1,300
| +14% | +$217K | 0.68% | 40 |
|
|
2023
Q4 | $1.42M | Hold |
9,340
| – | – | 0.56% | 45 |
|
|
2023
Q3 | $1.19M | Hold |
9,340
| – | – | 0.52% | 46 |
|
|
2023
Q2 | $1.22M | Sell |
9,340
-820
| -8% | -$93.6K | 0.5% | 47 |
|
|
2023
Q1 | $1.05M | Sell |
10,160
-300
| -3% | -$29K | 0.46% | 53 |
|
|
2022
Q4 | $879K | Buy |
10,460
+520
| +5% | +$51.4K | 0.41% | 57 |
|
|
2022
Q3 | $1.12M | Sell |
9,940
-160
| -2% | -$20.2K | 0.58% | 50 |
|
|
2022
Q2 | $1.07M | Hold |
10,100
| – | – | 0.54% | 47 |
|
|
2022
Q1 | $1.65M | Sell |
10,100
-340
| -3% | -$52.5K | 0.7% | 40 |
|
|
2021
Q4 | $1.74M | Sell |
10,440
-20
| -0.2% | -$3.42K | 0.71% | 41 |
|
|
2021
Q3 | $1.72M | Buy |
10,460
+300
| +3% | +$51.7K | 0.77% | 40 |
|
|
2021
Q2 | $1.75M | Hold |
10,160
| – | – | 0.79% | 38 |
|
|
2021
Q1 | $1.57M | Buy |
10,160
+400
| +4% | +$63.4K | 0.75% | 40 |
|
|
2020
Q4 | $1.59M | Hold |
9,760
| – | – | 0.8% | 37 |
|
|
2020
Q3 | $1.54M | Buy |
9,760
+120
| +1% | +$18.9K | 0.88% | 36 |
|
|
2020
Q2 | $1.33M | Hold |
9,640
| – | – | 0.81% | 39 |
|
|
2020
Q1 | $940K | Buy |
9,640
+400
| +4% | +$38.7K | 0.68% | 41 |
|
|
2019
Q4 | $854K | Hold |
9,240
| – | – | 0.5% | 50 |
|
|
2019
Q3 | $802K | Hold |
9,240
| – | – | 0.5% | 49 |
|
|
2019
Q2 | $875K | Buy |
9,240
+1,560
| +20% | +$145K | 0.54% | 47 |
|
|
2019
Q1 | $684K | Buy |
7,680
+2,000
| +35% | +$166K | 0.44% | 53 |
|
|
2018
Q4 | $427K | Buy |
5,680
+1,100
| +24% | +$91.5K | 0.32% | 59 |
|
|
2018
Q3 | $459K | Hold |
4,580
| – | – | 0.27% | 61 |
|
|
2018
Q2 | $389K | Hold |
4,580
| – | – | 0.24% | 62 |
|
|
2018
Q1 | $331K | Buy |
4,580
+700
| +18% | +$50.1K | 0.21% | 61 |
|
|
2017
Q4 | $227K | Buy |
+3,880
| New | +$213K | 0.14% | 73 |
|
Other funds holding AMZN
Neumann Capital Management's AMZN Position: Q3 2026 in Review
Neumann Capital Management opened a new position in Amazon (AMZN) in Q3 2026: 14,698 shares worth $3.66M. The stake represents 0.94% of the portfolio and ranks #28 among its holdings. This is a return to the name: Neumann Capital Management previously reported a position in AMZN as recently as Q1 2026.
Neumann Capital Management first reported a position in AMZN in Q4 2017 and has held it in 35 quarters since. 3,702 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.
- Neumann Capital Management held 14,698 shares of Amazon worth $3.66M as of Q3 2026.
- Amazon was a new Neumann Capital Management position in Q3 2026.
- Amazon made up 0.94% of Neumann Capital Management's portfolio in Q3 2026, its #28 holding.
- Neumann Capital Management first reported a position in Amazon in Q4 2017 and has held it in 35 quarters since.
- 3,702 funds tracked by Wall St. Rank held Amazon as of Q3 2026.
Based on Neumann Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.