Newton One Investments’s Amazon AMZN Stock Holding History

Newton One Investments’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	$543K	Buy	2,280 +1,000	+78%	+$251K	0.14%	25
2026 Q1	$267K	Hold	1,280	–	–	0.07%	37
2025 Q4	$295K	Hold	1,280	–	–	0.09%	38
2025 Q3	$281K	Hold	1,280	–	–	0.08%	38
2025 Q2	$281K	Hold	1,280	–	–	0.09%	38
2025 Q1	$244K	Hold	1,280	–	–	0.09%	38
2024 Q4	$281K	Hold	1,280	–	–	0.11%	36
2024 Q3	$239K	Hold	1,280	–	–	0.1%	39
2024 Q2	$247K	Hold	1,280	–	–	0.11%	36
2024 Q1	$231K	Hold	1,280	–	–	0.1%	39
2023 Q4	$194K	Hold	1,280	–	–	0.09%	38
2023 Q3	$163K	Hold	1,280	–	–	0.1%	42
2023 Q2	$167K	Hold	1,280	–	–	0.1%	41
2023 Q1	$132K	Hold	1,280	–	–	0.08%	45
2022 Q4	$108K	Buy	1,280 +200	+19%	+$19.8K	0.07%	50
2022 Q3	$122K	Hold	1,080	–	–	0.09%	41
2022 Q2	$115K	Buy	1,080 +140	+15%	+$17.5K	0.09%	42
2022 Q1	$153K	Hold	940	–	–	0.11%	38
2021 Q4	$157K	Hold	940	–	–	0.11%	42
2021 Q3	$154K	Hold	940	–	–	0.11%	42
2021 Q2	$162K	Hold	940	–	–	0.13%	37
2021 Q1	$145K	Hold	940	–	–	0.13%	33
2020 Q4	$153K	Buy	+940	New	+$150K	0.15%	28

Other funds holding AMZN

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Newton One Investments's AMZN Position: Q2 2026 in Review

Newton One Investments increased its Amazon (AMZN) stake by 78% in Q2 2026, buying an estimated $251K and bringing the position to 2,280 shares worth $543K. The position accounts for 0.14% of the portfolio, ranked #25.

Newton One Investments first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. 3,473 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

Newton One Investments held 2,280 shares of Amazon worth $543K as of Q2 2026.
Newton One Investments bought 1,000 Amazon shares in Q2 2026, an estimated $251K.
Amazon made up 0.14% of Newton One Investments's portfolio in Q2 2026, its #25 holding.
Newton One Investments first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
3,473 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.