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New England Research & Management’s Amazon AMZN Stock Holding History

New England Research & 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 		$4.07M Sell
17,079
-2,393
-12% -$601K 1.58% 16
2026
Q1 		$4.06M Sell
19,472
-6,162
-24% -$1.36M 1.71% 14
2025
Q4 		$5.92M Sell
25,634
-75
-0.3% -$17.2K 2.59% 6
2025
Q3 		$5.64M Buy
25,709
+1,830
+8% +$414K 2.59% 5
2025
Q2 		$5.24M Buy
23,879
+1,116
+5% +$221K 2.49% 6
2025
Q1 		$4.33M Buy
22,763
+2,699
+13% +$586K 2.2% 8
2024
Q4 		$4.4M Buy
20,064
+5,355
+36% +$1.1M 2.24% 6
2024
Q3 		$2.74M Buy
14,709
+4,600
+46% +$839K 1.29% 18
2024
Q2 		$1.95M Buy
10,109
+696
+7% +$128K 0.94% 34
2024
Q1 		$1.7M Buy
9,413
+525
+6% +$87.6K 0.83% 37
2023
Q4 		$1.35M Sell
8,888
-10,545
-54% -$1.48M 0.72% 48
2023
Q3 		$2.47M Buy
19,433
+9,433
+94% +$1.26M 1.41% 17
2023
Q2 		$1.3M Buy
10,000
+2,000
+25% +$228K 0.76% 54
2023
Q1 		$826K Buy
8,000
+1,100
+16% +$106K 0.48% 79
2022
Q4 		$580K Buy
6,900
+1,425
+26% +$141K 0.33% 101
2022
Q3 		$619K Buy
+5,475
New +$692K 0.39% 87
2022
Q2 		– Sell
-5,960
Closed -$971K – 153
2022
Q1 		$971K Sell
5,960
-6,220
-51% -$961K 0.5% 69
2021
Q4 		$2.03M Buy
12,180
+100
+0.8% +$17.1K 0.98% 30
2021
Q3 		$1.98M Buy
12,080
+4,200
+53% +$724K 1.04% 29
2021
Q2 		$1.35M Buy
7,880
+1,540
+24% +$256K 0.7% 50
2021
Q1 		$981K Buy
6,340
+1,340
+27% +$212K 0.54% 66
2020
Q4 		$814K Buy
5,000
+2,420
+94% +$386K 0.5% 70
2020
Q3 		$406K Sell
2,580
-1,220
-32% -$192K 0.29% 92
2020
Q2 		$524K Sell
3,800
-1,760
-32% -$213K 0.38% 87
2020
Q1 		$542K Sell
5,560
-320
-5% -$31K 0.46% 76
2019
Q4 		$543K Buy
5,880
+100
+2% +$8.85K 0.36% 93
2019
Q3 		$502K Buy
+5,780
New +$536K 0.36% 93
2016
Q3 		– Sell
-8,400
Closed -$301K – 166
2016
Q2 		$301K Sell
8,400
-400
-5% -$13.5K 0.26% 125
2016
Q1 		$261K Buy
+8,800
New +$250K 0.22% 134

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

New England Research & Management's AMZN Position: Q2 2026 in Review

New England Research & Management reduced its Amazon (AMZN) stake by 12% in Q2 2026, selling an estimated $601K and leaving 17,079 shares worth $4.07M. The position accounts for 1.58% of the portfolio, ranked #16.

New England Research & Management first reported a position in AMZN in Q1 2016 and has held it in 29 quarters since. The position peaked at $5.92M in Q4 2025. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • New England Research & Management held 17,079 shares of Amazon worth $4.07M as of Q2 2026.
  • New England Research & Management sold 2,393 Amazon shares in Q2 2026, an estimated $601K.
  • Amazon made up 1.58% of New England Research & Management's portfolio in Q2 2026, its #16 holding.
  • New England Research & Management first reported a position in Amazon in Q1 2016 and has held it in 29 quarters since.
  • New England Research & Management's Amazon position peaked at $5.92M in Q4 2025.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.